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
FUBT
4626
First United Bank & Trust
Maryland
$308M +$21.2M +7% 429
OFW
4627
Omnia Family Wealth
Florida
$308M +$32M +12% 109
NIA
4628
NIA Impact Advisors
California
$308M +$18.4M +6% 103
QWM
4629
Quaker Wealth Management
New Jersey
$307M +$8.84M +3% 912
AI
4630
Auour Investments
Massachusetts
$307M +$16.3M +6% 90
EWM
4631
Essex Woodlands Management
Texas
$307M +$28M +10% 6
SIMC
4632
Squire Investment Management Company
Utah
$307M +$35.6M +13% 69
LWM
4633
Luminvest Wealth Management
Arizona
$307M +$27.8M +10% 46
PCM
4634
Passive Capital Management
Maryland
$307M -$14.7M -5% 89
NIM
4635
Nicollet Investment Management
Minnesota
$307M +$8M +3% 73
BCP
4636
BlackBarn Capital Partners
New York
$306M +$4.66M +2% 28
LAM
4637
Lountzis Asset Management
Pennsylvania
$306M +$22.3M +8% 54
VAM
4638
Verity Asset Management
North Carolina
$306M +$96.9M +46% 252
SFA
4639
Seneca Financial Advisors
New York
$306M +$46.8M +18% 64
SILC
4640
Starr Indemnity & Liability Company
New York
$306M +$33.1M +12% 4
LJHT
4641
Laurie J. Hall Trustee
$306M +$3.64M +1% 117
BFP
4642
Briaud Financial Planning
Texas
$306M +$52.5M +21% 366
TPW
4643
Transatlantique Private Wealth
New York
$306M +$33.7M +12% 234
IVGAI
4644
Index Venture Growth Associates IV
Jersey
$306M +$122M +67% 2
SII
4645
Silchester International Investors
United Kingdom
$306M -$160M -34% 3
BBWA
4646
Bell & Brown Wealth Advisors
California
$305M +$25.8M +9% 73
TFO
4647
Timonier Family Office
North Carolina
$305M +$37.8M +14% 58
FAFC
4648
First American Financial Corporation
California
$305M +$11.5M +4% 3
PPWM
4649
Paragon Private Wealth Management
Kentucky
$305M +$54M +22% 219
YWM
4650
Yukon Wealth Management
Kansas
$305M +$25.5M +9% 134