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
SI
4851
SimpliFi Inc
California
$203M +$81.6K +0% 33
SAMT
4852
Select Asset Management & Trust
Pennsylvania
$203M +$30.8M +18% 70
HGIM
4853
High Ground Investment Management
United Kingdom
$203M +$52.8M +35% 9
OGF
4854
Orin Green Financial
California
$203M +$22.6M +13% 80
SHFP
4855
Second Half Financial Partners
Florida
$203M +$1.89M +0.9% 54
AMIM
4856
Aull & Monroe Investment Management
Alabama
$203M +$11M +6% 132
WU
4857
Washington University
Missouri
$203M -$75.3M -27% 11
FA
4858
Forefront Analytics
Pennsylvania
$203M +$26.2M +15% 71
RHI
4859
Richmond Hill Investments
New York
$202M +$10.7M +6% 4
SWM
4860
Soundmark Wealth Management
Washington
$202M +$22.4M +12% 65
LFA
4861
Level Financial Advisors
New York
$202M +$23.4M +13% 293
PBRA
4862
Pine Brook Road Advisors
New York
$202M 3
PP
4863
Praetorian PR
Puerto Rico
$202M +$6.02M +3% 28
LWA
4864
Lowe Wealth Advisors
Maryland
$202M +$14.1M +7% 323
SC
4865
Scholtz & Company
Connecticut
$202M +$50.4M +33% 75
BWCS
4866
Beirne Wealth Consulting Services
Connecticut
$202M +$76.5M +61% 159
BSC
4867
Brown Shipley & Co
United Kingdom
$202M +$20.4M +11% 93
3C
4868
325 Capital
New York
$202M +$80.6M +67% 13
KM
4869
KP Management
Minnesota
$202M 62
1W
4870
1776 Wealth
Georgia
$202M +$12.5M +7% 154
KCG
4871
Kinsale Capital Group
Virginia
$202M +$25.4M +14% 36
HIC
4872
Harbor Island Capital
Massachusetts
$202M +$28.5M +16% 15
AWM
4873
Ameliora Wealth Management
Switzerland
$201M +$32.8M +19% 221
LW
4874
Libra Wealth
California
$201M +$20.6M +11% 52
FFG
4875
Fortem Financial Group
California
$201M +$30.5M +18% 169