Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
NCM
4201
Neumann Capital Management
California
$301M +$9.58M +3% 103
S
4202
Syntrinsic
Colorado
$301M -$590K -0.2% 91
FWM
4203
ForthRight Wealth Management
Georgia
$300M +$22.1M +8% 67
CIC
4204
Chase Investment Counsel
Virginia
$300M +$18.3M +6% 143
TJHA
4205
Thomas J. Herzfeld Advisors
Florida
$300M +$15.2M +5% 253
DW
4206
Dodds Wealth
Colorado
$300M +$43.8M +17% 59
BFWA
4207
Benchmark Financial Wealth Advisors
Florida
$300M +$30M +11% 105
TCOT
4208
Trust Company of Tennessee
Tennessee
$300M +$20.3M +7% 6
PMA
4209
Prudent Man Advisors
Illinois
$300M +$16.9M +6% 195
F
4210
FIFTHDELTA
United Kingdom
$300M -$160M -35% 16
SL
4211
SWF LLC
Nebraska
$300M +$34.7M +13% 2
EFP
4212
EnRich Financial Partners
Wisconsin
$299M +$26.7M +10% 253
AI
4213
ArchPoint Investors
Florida
$299M +$33M +12% 71
TA
4214
TrueWealth Advisors
Alabama
$299M +$29M +11% 240
ERP
4215
Eldred Rock Partners
Texas
$299M +$59.9M +25% 32
FCA
4216
Fortis Capital Advisors
Kansas
$299M +$22.1M +8% 202
HWP
4217
Highline Wealth Partners
California
$299M +$33.6M +13% 649
MWPCG
4218
Measured Wealth Private Client Group
New Hampshire
$299M +$14.3M +5% 208
BTIM
4219
BancFirst Trust & Investment Management
Oklahoma
$299M +$84.2M +39% 59
MCAV
4220
Meritech Capital Associates V
California
$299M +$7.05M +2% 3
TWM
4221
TriaGen Wealth Management
California
$299M +$39.7M +15% 186
IIA
4222
Integral Investment Advisors
California
$299M +$27.4M +10% 160
LEFP
4223
Leading Edge Financial Planning
Tennessee
$299M +$49.3M +20% 55
SA
4224
Sycale Advisors
New York
$298M +$3.15M +1% 24
SSC
4225
Syverson Strege & Co
Iowa
$298M +$4.98M +2% 77