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
HCA
4201
Horan Capital Advisors
Ohio
$301M +$16.4M +6% 120
SIS
4202
Susquehanna International Securities
Ireland
$301M +$28.2M +10% 65
OWP
4203
ORG Wealth Partners
Texas
$301M 481
BE
4204
Bonness Enterprises
District of Columbia
$301M +$27.5M +10% 37
DA
4205
Detalus Advisors
Missouri
$301M +$9.13M +3% 163
TAS
4206
TIFF Advisory Services
Pennsylvania
$301M +$10.8M +4% 26
FLI
4207
Family Legacy Inc
South Carolina
$301M +$21.5M +8% 123
PC
4208
Prevatt Capital
Bahamas
$301M -$16.6M -5% 15
WMWM
4209
Whitaker-Myers Wealth Managers
Ohio
$301M +$29.9M +11% 116
LCGC
4210
Legacy Capital Group California
California
$301M +$23.3M +8% 360
NCM
4211
Neumann Capital Management
California
$301M +$9.58M +3% 103
S
4212
Syntrinsic
Colorado
$301M -$590K -0.2% 91
JCA
4213
Juniper Capital Advisors
Texas
$301M -$51.6M -15% 1
FWM
4214
ForthRight Wealth Management
Georgia
$300M +$22.1M +8% 67
CIC
4215
Chase Investment Counsel
Virginia
$300M +$18.3M +6% 143
TJHA
4216
Thomas J. Herzfeld Advisors
Florida
$300M +$15.2M +5% 253
DW
4217
Dodds Wealth
Colorado
$300M +$43.8M +17% 59
BFWA
4218
Benchmark Financial Wealth Advisors
Florida
$300M +$30M +11% 105
TCOT
4219
Trust Company of Tennessee
Tennessee
$300M +$20.3M +7% 6
PMA
4220
Prudent Man Advisors
Illinois
$300M +$16.9M +6% 195
F
4221
FIFTHDELTA
United Kingdom
$300M -$160M -35% 16
SL
4222
SWF LLC
Nebraska
$300M +$34.7M +13% 2
EFP
4223
EnRich Financial Partners
Wisconsin
$299M +$26.7M +10% 253
AI
4224
ArchPoint Investors
Florida
$299M +$33M +12% 71
TA
4225
TrueWealth Advisors
Alabama
$299M +$29M +11% 240