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
DFA
4801
DHJJ Financial Advisors
Illinois
$301M +$6.25M +2% 1,046
HCP
4802
Hamilton Capital Partners
Georgia
$301M +$40.5M +16% 36
BBWP
4803
Beacon Bridge Wealth Partners
Pennsylvania
$301M +$19.9M +7% 101
FCM
4804
Findell Capital Management
New York
$301M +$82M +37% 18
CI
4805
Cooper Investors
Australia
$301M -$65.3M -18% 49
LJHT
4806
Laurie J. Hall Trustee
$301M -$5.16M -2% 116
PCM
4807
Punch Card Management
Florida
$301M -$21.5M -7% 6
TWA
4808
Tulsa Wealth Advisors
Oklahoma
$301M 110
VAM
4809
Vert Asset Management
California
$301M +$3.24M +1% 47
OFG
4810
Omega Financial Group
California
$301M +$3.22M +1% 106
HLCM
4811
Hi-Line Capital Management
South Dakota
$300M -$16.4M -5% 42
OWM
4812
OneAscent Wealth Management
Alabama
$300M +$2.77M +0.9% 191
KF
4813
Ketron Financial
California
$300M 56
WG
4814
Wellington Group
Indiana
$300M 397
PWM
4815
Prosperity Wealth Management
California
$300M +$5.76M +2% 309
AM
4816
Aspect Management
California
$300M 1
BFA
4817
Buttonwood Financial Advisors
Maryland
$300M +$9.51M +3% 106
RP
4818
Ravenswood Partners
Virginia
$300M -$16.4M -5% 37
FRA
4819
Front Row Advisors
California
$300M +$2.37M +0.8% 573
BC
4820
Barrett & Company
Rhode Island
$300M +$8.11M +3% 679
SAMC
4821
Spectrum Asset Management (California)
California
$300M +$15.3M +5% 123
SA
4822
Skyline Advisors
Washington
$300M +$9.3M +3% 105
TFA
4823
TPG Financial Advisors
Oregon
$300M +$31.1M +12% 78
SICM
4824
Sustainable Insight Capital Management
New York
$300M -$18.7M -6% 89
CIA
4825
Caerus Investment Advisors
Texas
$300M +$55.2M +23% 368