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
T
4251
Transce3nd
Texas
$295M 1,566
WFA
4252
Wade Financial Advisory
California
$295M -$1.94M -0.7% 83
FLI
4253
Family Legacy Inc
South Carolina
$295M -$5.62M -2% 125
SL
4254
SWF LLC
Nebraska
$295M -$4.53M -2% 2
EW
4255
Evexia Wealth
Wisconsin
$295M +$13.1M +5% 80
FCT
4256
Family Capital Trust
Massachusetts
$295M -$16.1M -5% 61
SRA
4257
Summit Rock Advisors
New York
$295M +$39.2M +15% 7
CC
4258
Cederberg Capital
United Kingdom
$295M -$91.4M -24% 9
TCMG
4259
TSP Capital Management Group
New Jersey
$294M -$28.9M -9% 47
BA
4260
Bard Associates
Illinois
$294M +$897K +0.3% 187
WPW
4261
Warther Private Wealth
Ohio
$294M +$10.6M +4% 87
RAG
4262
RIA Advisory Group
Iowa
$294M +$10.9M +4% 151
HP
4263
HT Partners
Connecticut
$294M +$11.5M +4% 53
WRM
4264
Weybosset Research & Management
Rhode Island
$294M -$1.6M -0.5% 54
ITIM
4265
Indiana Trust & Investment Management
Indiana
$294M +$593K +0.2% 510
VRM
4266
Vectors Research Management
New York
$294M -$36.8M -11% 125
HP
4267
Hilltop Partners
Indiana
$294M -$3.67M -1% 115
AWC
4268
Adamsbrown Wealth Consultants
Kansas
$293M +$5.25M +2% 101
RWM
4269
Rench Wealth Management
Texas
$293M +$1.94M +0.7% 52
PCA
4270
PL Capital Advisors
Florida
$293M +$12.2M +4% 32
FCA
4271
Fortis Capital Advisors
Kansas
$293M -$6.47M -2% 191
VAG
4272
VisionPoint Advisory Group
Texas
$292M -$3.73M -1% 319
IB
4273
Iyo Bank
Japan
$292M +$10.7M +4% 36
DP
4274
Divergent Planning
Maryland
$292M +$24.1M +9% 30
VIM
4275
VELA Investment Management
Ohio
$292M -$162K -0.1% 149