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
WPM
4951
Worldly Partners Management
Massachusetts
$212M +$32M +18% 3
BTIM
4952
BancFirst Trust & Investment Management
Oklahoma
$212M -$7.16M -3% 55
SL
4953
SIB LLC
New York
$212M +$16.2M +8% 19
GIA
4954
Goodwin Investment Advisory
Georgia
$212M +$19.8M +10% 82
AFA
4955
Alpha Financial Advisors
North Carolina
$212M +$14.8M +7% 44
HCA
4956
Hyperion Capital Advisors
New York
$212M +$26.9M +15% 114
HS
4957
Horan Securities
United States
$212M +$13.2M +7% 120
1CM
4958
14B Capital Management
California
$212M +$46.3M +28% 10
ACM
4959
Archon Capital Management
Washington
$212M -$31.1M -13% 40
CH
4960
CVS Health
Rhode Island
$212M +$18M +9% 6
BBWP
4961
Beacon Bridge Wealth Partners
Pennsylvania
$212M +$11.4M +6% 115
KA
4962
Kercheville Advisors
Texas
$212M +$33.7M +19% 95
WS
4963
Wela Strategies
Georgia
$212M +$25.4M +14% 54
RHI
4964
Richmond Hill Investments
New York
$212M +$9.11M +4% 4
IAS
4965
IMA Advisory Services
Colorado
$211M +$11.7M +6% 74
MA
4966
Mezzasalma Advisors
New Jersey
$211M +$28M +15% 111
EFA
4967
Evernest Financial Advisors
Indiana
$211M +$14.2M +7% 134
1W
4968
1776 Wealth
Georgia
$211M +$9.58M +5% 138
BC
4969
Barrett & Company
Rhode Island
$211M +$26.6M +14% 640
FNWM
4970
Financial Network Wealth Management
Utah
$211M -$19.8M -9% 111
VAS
4971
VR Advisory Services
Cayman Islands
$211M -$52.1M -20% 52
SFMG
4972
Sage Financial Management Group
Virginia
$211M +$24.9M +13% 53
LAM
4973
Lountzis Asset Management
Pennsylvania
$211M +$27.9M +15% 46
PWM
4974
Prosperity Wealth Management
California
$211M +$58.3M +38% 193
XSC
4975
X-Square Capital
Puerto Rico
$211M +$29.8M +16% 183