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
DC
4201
Defender Capital
North Carolina
$301M +$8.46M +3% 38
AWM
4202
Abound Wealth Management
Tennessee
$301M +$29.9M +11% 1,367
FAP
4203
Financial Advisory Partners
Florida
$301M +$33.7M +13% 71
HCA
4204
Horan Capital Advisors
Ohio
$301M +$16.4M +6% 120
SIS
4205
Susquehanna International Securities
Ireland
$301M +$28.2M +10% 65
OWP
4206
ORG Wealth Partners
Texas
$301M 481
BE
4207
Bonness Enterprises
District of Columbia
$301M +$27.5M +10% 37
DA
4208
Detalus Advisors
Missouri
$301M +$9.13M +3% 163
TAS
4209
TIFF Advisory Services
Pennsylvania
$301M +$10.8M +4% 26
FLI
4210
Family Legacy Inc
South Carolina
$301M +$21.5M +8% 123
PC
4211
Prevatt Capital
Bahamas
$301M -$16.6M -5% 15
WMWM
4212
Whitaker-Myers Wealth Managers
Ohio
$301M +$29.9M +11% 116
LCGC
4213
Legacy Capital Group California
California
$301M +$23.3M +8% 360
NCM
4214
Neumann Capital Management
California
$301M +$9.58M +3% 103
S
4215
Syntrinsic
Colorado
$301M -$590K -0.2% 91
JCA
4216
Juniper Capital Advisors
Texas
$301M -$51.6M -15% 1
FWM
4217
ForthRight Wealth Management
Georgia
$300M +$22.1M +8% 67
CIC
4218
Chase Investment Counsel
Virginia
$300M +$18.3M +6% 143
TJHA
4219
Thomas J. Herzfeld Advisors
Florida
$300M +$15.2M +5% 253
DW
4220
Dodds Wealth
Colorado
$300M +$43.8M +17% 59
BFWA
4221
Benchmark Financial Wealth Advisors
Florida
$300M +$30M +11% 105
TCOT
4222
Trust Company of Tennessee
Tennessee
$300M +$20.3M +7% 6
PMA
4223
Prudent Man Advisors
Illinois
$300M +$16.9M +6% 195
F
4224
FIFTHDELTA
United Kingdom
$300M -$160M -35% 16
SL
4225
SWF LLC
Nebraska
$300M +$34.7M +13% 2