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
IAS
4301
Investment Advisory Services
Texas
$273M +$409K +0.2% 122
SIS
4302
Susquehanna International Securities
Ireland
$273M +$22.3M +9% 68
FA
4303
FC Advisory
Pennsylvania
$273M +$1.24M +0.5% 97
HH
4304
HWG Holdings
Texas
$273M 131
EFP
4305
EnRich Financial Partners
Wisconsin
$273M +$5.71M +2% 253
GWAG
4306
Garrett Wealth Advisory Group
Texas
$273M +$28.4M +12% 85
SCP
4307
Steamboat Capital Partners
New York
$272M -$17.8M -6% 46
ITIM
4308
Indiana Trust & Investment Management
Indiana
$272M +$24.4M +10% 499
GCM
4309
GoodHaven Capital Management
New Jersey
$272M +$6.63M +2% 28
PWC
4310
PYA Waltman Capital
Tennessee
$272M +$2.76M +1% 69
APW
4311
Acima Private Wealth
Virginia
$272M +$944K +0.3% 203
PP
4312
Praetorian PR
Puerto Rico
$272M -$40.8M -13% 31
AAI
4313
American Assets Inc
California
$272M +$5.65M +2% 10
ICP
4314
Interchange Capital Partners
Pennsylvania
$272M +$124M +83% 272
CWA
4315
CJM Wealth Advisers
Virginia
$272M +$7.96M +3% 68
T
4316
TNF
Montana
$272M +$18.9M +7% 125
IIA
4317
Integral Investment Advisors
California
$271M +$29.6M +12% 157
AWM
4318
Abound Wealth Management
Tennessee
$271M +$8.71M +3% 1,339
RWI
4319
Red Wave Investments
Pennsylvania
$271M +$4.57M +2% 110
HP
4320
Hilltop Partners
Indiana
$271M -$8.75M -3% 104
WMWM
4321
Whitaker-Myers Wealth Managers
Ohio
$271M +$33.8M +14% 102
LWM
4322
LongView Wealth Management
Georgia
$271M +$18.5M +7% 190
FP
4323
Financial Perspectives
Minnesota
$271M +$6.98M +3% 688
NRCM
4324
Northern Right Capital Management
Connecticut
$271M -$6.26M -2% 37
TA
4325
TrueWealth Advisors
Alabama
$270M +$11.3M +4% 235