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
LWM
4626
Luminvest Wealth Management
Arizona
$307M +$27.8M +10% 46
PCM
4627
Passive Capital Management
Maryland
$307M -$14.7M -5% 89
NIM
4628
Nicollet Investment Management
Minnesota
$307M +$8M +3% 73
BCP
4629
BlackBarn Capital Partners
New York
$306M +$4.66M +2% 28
LAM
4630
Lountzis Asset Management
Pennsylvania
$306M +$22.3M +8% 54
VAM
4631
Verity Asset Management
North Carolina
$306M +$96.9M +46% 252
SFA
4632
Seneca Financial Advisors
New York
$306M +$46.8M +18% 64
SILC
4633
Starr Indemnity & Liability Company
New York
$306M +$33.1M +12% 4
LJHT
4634
Laurie J. Hall Trustee
$306M +$3.64M +1% 117
BFP
4635
Briaud Financial Planning
Texas
$306M +$52.5M +21% 366
TPW
4636
Transatlantique Private Wealth
New York
$306M +$33.7M +12% 234
IVGAI
4637
Index Venture Growth Associates IV
Jersey
$306M +$122M +67% 2
SII
4638
Silchester International Investors
United Kingdom
$306M -$160M -34% 3
BBWA
4639
Bell & Brown Wealth Advisors
California
$305M +$25.8M +9% 73
TFO
4640
Timonier Family Office
North Carolina
$305M +$37.8M +14% 58
FAFC
4641
First American Financial Corporation
California
$305M +$11.5M +4% 3
PPWM
4642
Paragon Private Wealth Management
Kentucky
$305M +$54M +22% 219
YWM
4643
Yukon Wealth Management
Kansas
$305M +$25.5M +9% 134
BCM
4644
Boone Capital Management
Georgia
$305M +$71.8M +31% 19
SPFSPD
4645
Sava Pension Fund (Sava Penzisko Drushtvo)
$305M 24
BE
4646
Bonness Enterprises
District of Columbia
$305M -$548K -0.2% 38
SSG
4647
Summit Securities Group
New York
$305M +$25M +9% 1,255
NI
4648
NYL Investors
New York
$304M -$58.4M -16% 37
CWA
4649
Consilio Wealth Advisors
Washington
$304M +$24M +9% 98
WLPWM
4650
Walled Lake Planning & Wealth Management
Illinois
$304M -$2.18M -0.7% 149