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
SM
4876
Sensible Money
Arizona
$264M +$30.4M +13% 90
TF
4877
Theory Financial
Colorado
$264M +$26.5M +11% 94
SW
4878
StrongBox Wealth
Missouri
$264M +$23.6M +10% 88
RGF
4879
Retirement Guys Formula
Ohio
$263M +$62M +31% 155
SG
4880
Sharper & Granite
California
$263M +$21.1M +9% 108
SAS
4881
Stelac Advisory Services
New York
$263M +$20.5M +8% 111
TPW
4882
Tiller Private Wealth
Pennsylvania
$263M +$23M +10% 62
CRI
4883
Commonwealth Retirement Investments
Virginia
$263M +$17.3M +7% 115
HC
4884
Hillman Company
Pennsylvania
$263M -$1.59M -0.6% 15
CL
4885
COWA LLC
Oklahoma
$263M +$28.5M +12% 145
OCM
4886
Orion Capital Management
California
$262M +$25.1M +11% 479
GU
4887
Georgetown University
District of Columbia
$262M +$12.6M +5% 17
BIG
4888
Boothe Investment Group
Delaware
$262M +$43.1M +20% 44
SHCM
4889
Silver Heights Capital Management
Ontario, Canada
$262M +$42.1M +19% 4
PIP
4890
Peachtree Investment Partners
Florida
$262M +$8.98M +4% 135
RLIM
4891
Red Lighthouse Investment Management
New York
$262M +$16.4M +7% 119
KWM
4892
Kanen Wealth Management
Florida
$261M +$13.2M +5% 28
UBG
4893
United Bank (Georgia)
Georgia
$261M +$19.3M +8% 120
LCM
4894
Lunt Capital Management
Utah
$261M -$13.6M -5% 97
DWS
4895
Discipline Wealth Solutions
South Carolina
$261M +$51.6M +25% 94
BO
4896
Bank OZK
Arkansas
$261M +$20.5M +9% 149
MAM
4897
MMA Asset Management
Pennsylvania
$261M +$23.4M +10% 169
WW
4898
Westshore Wealth
California
$261M +$24.3M +10% 101
ODFS
4899
O'Donnell Financial Services
California
$261M +$18.3M +8% 51
EFM
4900
Eley Financial Management
Vermont
$261M +$11M +4% 66