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
4351
Transce3nd
Texas
$295M 1,566
WFA
4352
Wade Financial Advisory
California
$295M -$1.94M -0.7% 83
FLI
4353
Family Legacy Inc
South Carolina
$295M -$5.62M -2% 125
SL
4354
SWF LLC
Nebraska
$295M -$4.53M -2% 2
EW
4355
Evexia Wealth
Wisconsin
$295M +$13.1M +5% 80
FCT
4356
Family Capital Trust
Massachusetts
$295M -$16.1M -5% 61
SRA
4357
Summit Rock Advisors
New York
$295M +$39.2M +15% 7
CC
4358
Cederberg Capital
United Kingdom
$295M -$91.4M -24% 9
TCMG
4359
TSP Capital Management Group
New Jersey
$294M -$28.9M -9% 47
BA
4360
Bard Associates
Illinois
$294M +$897K +0.3% 187
WPW
4361
Warther Private Wealth
Ohio
$294M +$10.6M +4% 87
SFO
4362
Stenger Family Office
Illinois
$294M 92
RAG
4363
RIA Advisory Group
Iowa
$294M +$10.9M +4% 151
HP
4364
HT Partners
Connecticut
$294M +$11.5M +4% 53
PHC
4365
Palidye Holdings (Caymans)
Cayman Islands
$294M 2
TGV
4366
TRV GP V
Massachusetts
$294M 3
WRM
4367
Weybosset Research & Management
Rhode Island
$294M -$1.6M -0.5% 54
ITIM
4368
Indiana Trust & Investment Management
Indiana
$294M +$593K +0.2% 510
VRM
4369
Vectors Research Management
New York
$294M -$36.8M -11% 125
HP
4370
Hilltop Partners
Indiana
$294M -$3.67M -1% 115
AWC
4371
Adamsbrown Wealth Consultants
Kansas
$293M +$5.25M +2% 101
RWM
4372
Rench Wealth Management
Texas
$293M +$1.94M +0.7% 52
PCA
4373
PL Capital Advisors
Florida
$293M +$12.2M +4% 32
FCA
4374
Fortis Capital Advisors
Kansas
$293M -$6.47M -2% 191
VAG
4375
VisionPoint Advisory Group
Texas
$292M -$3.73M -1% 319