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
KFP
4226
Keystone Financial Planning
Ohio
$331M -$4.86M -1% 46
HH
4227
HWG Holdings
Texas
$331M +$107M +47% 146
HP
4228
Hilltop Partners
Indiana
$331M +$34.4M +12% 122
SIS
4229
Strategic Investment Solutions
Illinois
$331M -$14M -4% 726
WWM
4230
Waterway Wealth Management
Texas
$331M +$90.6M +38% 104
LWM
4231
LongView Wealth Management
Georgia
$330M -$3.11M -0.9% 223
HPM
4232
H. Partners Management
New York
$330M -$155M -32% 2
IAG
4233
Investment Advisory Group
Massachusetts
$330M +$31.3M +10% 180
TWM
4234
TriaGen Wealth Management
California
$330M +$46.6M +16% 196
RC
4235
Rovin Capital
Arizona
$330M +$19.4M +6% 192
CI
4236
Cavalier Investments
Georgia
$330M +$35.7M +12% 87
LSA
4237
Lion Street Advisors
Texas
$330M +$14.9M +5% 291
WIA
4238
Westbourne Investment Advisors
Maryland
$330M +$48.1M +17% 108
TLP
4239
Tri Locum Partners
New York
$330M +$135M +69% 31
ERP
4240
Eldred Rock Partners
Texas
$329M +$1.5M +0.5% 31
LWMM
4241
Legacy Wealth Management (Mississippi)
Mississippi
$329M +$22.9M +7% 103
STB
4242
S&T Bank
Pennsylvania
$329M +$22.9M +7% 488
SA
4243
SRH Advisors
Kansas
$329M +$4.89M +2% 275
MP
4244
Makaira Partners
California
$329M +$30.5M +10% 14
MBFW
4245
Morton Brown Family Wealth
Pennsylvania
$329M +$34.5M +12% 338
SCM
4246
Soros Capital Management
New York
$328M -$62M -16% 62
UB
4247
Umpqua Bank
Oregon
$328M +$39.1M +14% 169
NWM
4248
Northcape Wealth Management
New York
$328M +$18.2M +6% 138
QCI
4249
Quaker Capital Investments
Pennsylvania
$328M +$17.9M +6% 19
HP
4250
HT Partners
Connecticut
$327M +$35.8M +12% 52