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
PWS
4601
Precision Wealth Strategies
Missouri
$308M +$223K +0.1% 214
WIP
4602
WealthCare Investment Partners
Rhode Island
$308M +$30.1M +11% 173
VCM
4603
Verger Capital Management
North Carolina
$308M +$54M +21% 15
FUBT
4604
First United Bank & Trust
Maryland
$308M +$21.2M +7% 429
OFW
4605
Omnia Family Wealth
Florida
$308M +$32M +12% 109
NIA
4606
NIA Impact Advisors
California
$308M +$18.4M +6% 103
QWM
4607
Quaker Wealth Management
New Jersey
$307M +$8.84M +3% 912
AI
4608
Auour Investments
Massachusetts
$307M +$16.3M +6% 90
EWM
4609
Essex Woodlands Management
Texas
$307M +$28M +10% 6
SIMC
4610
Squire Investment Management Company
Utah
$307M +$35.6M +13% 69
LWM
4611
Luminvest Wealth Management
Arizona
$307M +$27.8M +10% 46
PCM
4612
Passive Capital Management
Maryland
$307M -$14.7M -5% 89
NIM
4613
Nicollet Investment Management
Minnesota
$307M +$8M +3% 73
BCP
4614
BlackBarn Capital Partners
New York
$306M +$4.66M +2% 28
LAM
4615
Lountzis Asset Management
Pennsylvania
$306M +$22.3M +8% 54
VAM
4616
Verity Asset Management
North Carolina
$306M +$96.9M +46% 252
SFA
4617
Seneca Financial Advisors
New York
$306M +$46.8M +18% 64
SILC
4618
Starr Indemnity & Liability Company
New York
$306M +$33.1M +12% 4
LJHT
4619
Laurie J. Hall Trustee
$306M +$3.64M +1% 117
BFP
4620
Briaud Financial Planning
Texas
$306M +$52.5M +21% 366
TPW
4621
Transatlantique Private Wealth
New York
$306M +$33.7M +12% 234
IVGAI
4622
Index Venture Growth Associates IV
Jersey
$306M +$122M +67% 2
SII
4623
Silchester International Investors
United Kingdom
$306M -$160M -34% 3
BBWA
4624
Bell & Brown Wealth Advisors
California
$305M +$25.8M +9% 73
TFO
4625
Timonier Family Office
North Carolina
$305M +$37.8M +14% 58