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
DDSF
4701
Diana Davis Spencer Foundation
Maryland
$297M +$5.27M +2% 4
ITB
4702
Idaho Trust Bank
Idaho
$297M +$17.2M +6% 112
FFA
4703
Fairfield Financial Advisors
Massachusetts
$297M +$11.5M +4% 78
KCFA
4704
Key Client Fiduciary Advisors
New Jersey
$297M +$52.8M +22% 222
CAAM
4705
Cape Ann Asset Management
United Kingdom
$297M +$63.3M +27% 11
RFP
4706
Roth Financial Partners
Texas
$297M +$19.3M +7% 32
EAM
4707
Exane Asset Management
France
$297M +$40.6M +16% 38
PWM
4708
Pines Wealth Management
North Carolina
$297M +$13.9M +5% 238
LCM
4709
Lazari Capital Management
California
$296M +$30.7M +12% 171
CWM
4710
Castle Wealth Management
Florida
$296M +$20.9M +8% 133
TP
4711
Tranquility Partners
Tennessee
$296M +$16.2M +6% 242
TH
4712
Team Hewins
California
$296M +$18.8M +7% 39
GWP
4713
Gen-Wealth Partners
Michigan
$296M +$36.9M +14% 719
EFN
4714
Equita Financial Network
Pennsylvania
$296M +$44.5M +18% 91
FFA
4715
Fi3 Financial Advisors
Indiana
$296M +$18.4M +7% 183
ILI
4716
Invesco LLC (Illinois)
Illinois
$296M +$27.6M +10% 136
SW
4717
StrongBox Wealth
Missouri
$296M +$32M +12% 92
JCM
4718
Jacobsen Capital Management
Utah
$295M +$23.4M +9% 125
ISFAN
4719
Investor's Fiduciary Advisor Network
Washington
$295M +$25.9M +10% 243
IRAG
4720
Investment Research & Advisory Group
Georgia
$295M +$26.6M +10% 263
RHP
4721
Royal Harbor Partners
Texas
$295M +$21.2M +8% 52
DFA
4722
DHJJ Financial Advisors
Illinois
$295M +$17.9M +6% 1,023
4WM
4723
44 Wealth Management
Oregon
$295M +$12.3M +4% 219
PWM
4724
Prosperity Wealth Management
California
$295M +$24.8M +9% 290
EL
4725
EQ LLC
Washington
$295M +$37M +14% 76