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
XPN
4751
XY Planning Network
Montana
$294M $0 0% 173
WAOI
4752
Wealth Advisors of Iowa
Iowa
$294M +$26.2M +10% 87
CRI
4753
Commonwealth Retirement Investments
Virginia
$294M +$30.7M +12% 119
2L
4754
25 LLC
Missouri
$294M +$21.5M +8% 68
OAM
4755
Oxford Asset Management
United Kingdom
$293M -$7.96M -3% 790
GB
4756
Goepper Burkhardt
South Carolina
$293M +$21.9M +8% 103
PWP
4757
Parkwoods Wealth Partners
New York
$293M +$120M +69% 100
DIP
4758
Davis Investment Partners
North Carolina
$293M +$13.5M +5% 167
RWPA
4759
Richard W. Paul & Associates
Michigan
$293M +$16.3M +6% 354
LAM
4760
Lifestyle Asset Management
Texas
$293M +$78.6M +37% 149
TPWA
4761
Twin Peaks Wealth Advisors
California
$293M -$16M -5% 2,274
BIMC
4762
Benson Investment Management Company
Virginia
$293M +$28.8M +11% 60
WW
4763
Westshore Wealth
California
$293M +$32M +12% 107
FP
4764
Flagship Pioneering
Massachusetts
$293M +$24.2M +9% 4
OAM
4765
Oak Asset Management
California
$292M +$13.4M +5% 108
QAM
4766
Q3 Asset Management
Michigan
$292M +$9.12M +3% 80
SFS
4767
Solitude Financial Services
Virginia
$292M +$16.2M +6% 42
LCM
4768
Leisure Capital Management
California
$292M +$26.7M +10% 147
VU
4769
Valence8 US
Massachusetts
$292M +$54.1M +23% 14
TJHA
4770
Thomas J. Herzfeld Advisors
Florida
$292M +$11.3M +4% 121
BC
4771
Barrett & Company
Rhode Island
$292M +$25M +9% 659
SFS
4772
Shaker Financial Services
Virginia
$292M +$15.8M +6% 173
LIG
4773
Lokken Investment Group
Delaware
$291M +$31.6M +12% 152
ROC
4774
Robertson Opportunity Capital
Texas
$291M +$21.6M +8% 28
SCI
4775
Silver Coast Investments
United States
$291M +$15.9M +6% 116