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
FI
4751
Financial Insights
Washington
$274M +$22.5M +9% 134
TWM
4752
TSA Wealth Management
Texas
$274M +$22.2M +9% 85
HWM
4753
Hassell Wealth Management
Louisiana
$274M +$39.3M +17% 26
RHP
4754
Royal Harbor Partners
Texas
$274M +$15.4M +6% 53
SILC
4755
Starr Indemnity & Liability Company
New York
$273M +$66.7M +32% 8
BWG
4756
Beta Wealth Group
California
$273M -$5.38M -2% 118
EW
4757
Enzi Wealth
Texas
$273M +$25.9M +10% 70
EWA
4758
Encompass Wealth Advisors
Oregon
$273M +$27.1M +11% 105
CP
4759
Canopy Partners
Ohio
$273M +$16M +6% 236
OPAM
4760
Olympus Peak Asset Management
Connecticut
$273M +$37M +16% 1
FNBSF
4761
First National Bank Sioux Falls
South Dakota
$272M +$25.4M +10% 141
CC
4762
Cederberg Capital
United Kingdom
$272M +$13.5M +5% 8
JGIA
4763
Jackson Grant Investment Advisers
Connecticut
$272M +$14M +5% 386
CG
4764
Clarus Group
Texas
$272M +$14.8M +6% 105
2L
4765
25 LLC
Missouri
$272M +$30.5M +13% 65
HS
4766
HighVista Strategies
Massachusetts
$272M +$12.6M +5% 177
TPW
4767
Transatlantique Private Wealth
New York
$272M +$21.4M +9% 224
EG
4768
Enstar Group
Bermuda
$272M +$6.86M +3% 11
SEM
4769
Strategic Equity Management
Arizona
$272M +$33.9M +14% 77
FFAM
4770
Forge First Asset Management
Canada
$272M +$45.7M +20% 45
JCM
4771
Jacobsen Capital Management
Utah
$272M +$41.5M +18% 122
DS
4772
Dalal Street
Texas
$272M +$36.8M +16% 5
OWM
4773
OneAscent Wealth Management
Alabama
$271M +$40.8M +18% 186
YCM
4774
Yakira Capital Management
Connecticut
$271M +$25.6M +10% 263
GB
4775
Goepper Burkhardt
South Carolina
$271M +$21.4M +9% 102