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
HSG
4601
Helen Stephens Group
Texas
$223M +$29.9M +15% 75
VC
4602
Veery Capital
Delaware
$223M +$17.7M +9% 93
NC
4603
Nixon Capital
Texas
$223M +$42.9M +24% 24
IC
4604
Innealta Capital
Texas
$223M -$3.6M -2% 100
MSAGDF
4605
Moneda SA Administradora General de Fondos
Chile
$223M +$63.7M +40% 27
WCM
4606
Wunderlich Capital Managemnt
Tennessee
$222M +$19.8M +10% 101
BOC
4607
Barbara Oil Co
Illinois
$222M +$11.1M +5% 84
QWM
4608
Quaker Wealth Management
New Jersey
$222M +$16.9M +8% 59
GWMR
4609
GC Wealth Management RIA
Massachusetts
$222M 222
RPCONE
4610
Retirement Planning Company of New England
Rhode Island
$222M +$42.4M +24% 232
SSWG
4611
Seven Springs Wealth Group
Tennessee
$222M +$13.3M +6% 63
HRC
4612
Hoertkorn Richard Charles
$222M +$22M +11% 84
THWM
4613
Taylor Hoffman Wealth Management
Virginia
$222M +$27.5M +14% 113
MPW
4614
Monterey Private Wealth
California
$222M +$22.6M +11% 109
ITIM
4615
Indiana Trust & Investment Management
Indiana
$221M +$23.5M +12% 470
BIG
4616
Boothe Investment Group
Delaware
$221M +$22.8M +11% 37
TC
4617
Truvestments Capital
Florida
$221M +$29.4M +15% 826
CT
4618
Columbia Trust
Oregon
$221M +$49M +28% 148
BCH
4619
Berkshire Capital Holdings
California
$221M +$17.2M +8% 91
MECA
4620
Miller Equity Capital Advisors
Texas
$221M +$28.2M +15% 52
JA
4621
JVL Associates
Michigan
$221M +$26.9M +14% 44
CRA
4622
Clear Rock Advisors
Texas
$221M 72
FPGT
4623
Financial Partners Group (Tennessee)
Tennessee
$221M +$12.7M +6% 84
DWA
4624
Delap Wealth Advisory
Oregon
$221M +$117M +113% 96
RC
4625
Rovin Capital
Arizona
$221M +$3.87M +2% 148