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
WIP
4976
WealthCare Investment Partners
Rhode Island
$228M +$13M +6% 142
OAP
4977
One Advisory Partners
Kansas
$228M +$11M +5% 48
RM
4978
RP Management
New York
$228M +$48.9M +27% 4
XSC
4979
X-Square Capital
Puerto Rico
$228M +$11.9M +6% 173
ACH
4980
Axis Capital Holdings
Bermuda
$228M +$12M +6% 3
PKC
4981
Palmer Knight Company
Florida
$228M +$18.4M +9% 36
WMA
4982
Wealth Management Associates
New Jersey
$227M +$14.2M +7% 223
LFP
4983
Lakeshore Financial Planning
Michigan
$227M +$22.2M +11% 77
LK
4984
Lumbard & Kellner
New Hampshire
$227M +$15.2M +7% 82
TF
4985
Theory Financial
Colorado
$227M +$15.3M +7% 71
IGYL
4986
I.G.Y. Ltd
United Kingdom
$227M +$6.73M +3% 3
WI
4987
WJ Interests
Texas
$227M +$26M +13% 21
AWMT
4988
AAFMAA Wealth Management & Trust
North Carolina
$227M +$23.5M +12% 78
ECA
4989
Elevation Capital Advisory
Oregon
$226M +$7.41M +3% 75
FSI
4990
Flow State Investments
Illinois
$226M -$89.6M -28% 226
IWN
4991
Independent Wealth Network
Iowa
$226M +$11.4M +5% 235
GCM
4992
Gator Capital Management
Florida
$226M +$29M +15% 64
AFA
4993
Alpha Financial Advisors
North Carolina
$226M +$18.3M +9% 48
BWG
4994
Balanced Wealth Group
Ohio
$226M +$6.15M +3% 68
BTWM
4995
Baker Tilly Wealth Management
Wisconsin
$226M -$18.5M -8% 294
HIM
4996
Harbour Investment Management
Washington
$226M +$9.28M +4% 91
EF
4997
Exeter Financial
Arizona
$226M +$16.1M +8% 93
AWM
4998
Act Wealth Management
Texas
$226M +$22.3M +11% 50
WF
4999
Warner Financial
Maryland
$226M +$20.5M +10% 115
SI
5000
SimpliFi Inc
California
$226M +$9M +4% 42