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
DP
4501
Denver PWM
Colorado
$321M +$81.6K +0% 78
FNBSF
4502
First National Bank Sioux Falls
South Dakota
$321M +$48.2M +18% 141
CI
4503
Ceera Investments
Texas
$321M -$5.98M -2% 117
OP
4504
Oldfield Partners
United Kingdom
$320M +$29.2M +10% 20
XSC
4505
X-Square Capital
Puerto Rico
$320M +$42.1M +15% 173
EE
4506
EWG Elevate
California
$320M -$4.57M -1% 170
F
4507
FIFTHDELTA
United Kingdom
$320M +$9.47M +3% 10
PPH
4508
Pure Portfolios Holdings
Oregon
$320M +$24.7M +8% 107
JAM
4509
JCIC Asset Management
Ontario, Canada
$320M 111
IPW
4510
Intergy Private Wealth
Colorado
$320M +$26.6M +9% 109
CCG
4511
Cloverfields Capital Group
Minnesota
$319M -$17.1M -5% 99
RFS
4512
Retirement Financial Solutions
Tennessee
$319M +$35.4M +12% 54
GB
4513
Gunma Bank
Japan
$319M +$13.1M +4% 35
APW
4514
Acima Private Wealth
Virginia
$319M +$25.9M +9% 190
ECAM
4515
East Coast Asset Management
Massachusetts
$319M +$17.8M +6% 71
PC
4516
Permit Capital
Pennsylvania
$319M +$10.3M +3% 20
AWA
4517
Acorn Wealth Advisors
Michigan
$319M +$50.1M +19% 289
AIA
4518
AIMZ Investment Advisors
California
$319M +$20M +7% 131
LBWM
4519
Left Brain Wealth Management
Illinois
$319M +$34.8M +12% 110
HVP
4520
Hudson Value Partners
Florida
$319M +$29.1M +10% 115
CWM
4521
Cherrydale Wealth Management
New Jersey
$318M +$30.9M +11% 83
SICM
4522
Sustainable Insight Capital Management
New York
$318M +$97.3M +44% 83
KF
4523
KKM Financial
Illinois
$318M +$30.4M +11% 158
IPA
4524
Investment Planning Advisors
Georgia
$318M +$35M +12% 91
SC
4525
Solari Capital
Florida
$318M 1