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
RWPA
4726
Richard W. Paul & Associates
Michigan
$277M +$21.6M +8% 357
WF
4727
Whelan Financial
California
$277M +$19.4M +8% 67
TCB
4728
Texas Capital Bancshares
Texas
$276M +$41.5M +18% 84
SPI
4729
Santori & Peters Inc
Pennsylvania
$276M +$28.4M +11% 71
OFA
4730
Oak Family Advisors
Illinois
$276M +$35.6M +15% 97
FPGT
4731
Financial Partners Group (Tennessee)
Tennessee
$276M +$45.9M +20% 95
TC
4732
TFR Capital
Texas
$276M +$35.9M +15% 167
TAM
4733
Townsend Asset Management
North Carolina
$276M +$16.7M +6% 187
YCM
4734
Yiheng Capital Management
California
$276M -$8.35M -3% 25
OFW
4735
Omnia Family Wealth
Florida
$276M +$37M +15% 106
SFS
4736
Solitude Financial Services
Virginia
$276M +$18.5M +7% 39
PA
4737
Pineridge Advisors
Missouri
$276M +$20M +8% 591
CHJWM
4738
Carlton Hofferkamp & Jenks Wealth Management
Texas
$276M +$33.6M +14% 140
ACM
4739
Argyle Capital Management
Pennsylvania
$276M +$6.59M +2% 132
SFS
4740
Shaker Financial Services
Virginia
$276M +$18.9M +7% 176
C1AG
4741
Client 1st Advisory Group
Florida
$276M +$18.8M +7% 141
ATFA
4742
All Terrain Financial Advisors
Minnesota
$276M +$19.1M +7% 88
BCC
4743
Bain Capital Credit
Massachusetts
$276M -$133M -33% 7
ACM
4744
Aubrey Capital Management
United Kingdom
$275M +$26.5M +11% 56
ATC
4745
Adirondack Trust Company
New York
$275M +$19.5M +8% 498
MWP
4746
Meredith Wealth Planning
Illinois
$275M +$48.7M +21% 62
CWM
4747
Castle Wealth Management
Florida
$275M +$19.9M +8% 130
SCI
4748
Silver Coast Investments
United States
$275M +$11.7M +4% 111
IWN
4749
Independent Wealth Network
Iowa
$275M +$24.1M +10% 263
WPW
4750
Watershed Private Wealth
Illinois
$275M +$24.6M +10% 116