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
TBT
5001
Texas Bank & Trust
Texas
$252M +$15.2M +6% 186
TBC
5002
Ted Buchan & Co
California
$252M +$40.1M +19% 97
IWP
5003
Invenio Wealth Partners
Florida
$252M +$13.3M +6% 106
RW
5004
REDW Wealth
New Mexico
$251M -$17.2M -6% 109
EFN
5005
Equita Financial Network
Pennsylvania
$251M -$34.9M -12% 95
PPWM
5006
Paragon Private Wealth Management
Kentucky
$251M +$35.7M +17% 201
HHMI
5007
Howard Hughes Medical Institute
Maryland
$251M +$48.7M +24% 502
RFM
5008
Ranmore Fund Management
United Kingdom
$251M +$83.5M +50% 19
UOIF
5009
University of Illinois Foundation
Illinois
$251M -$67.5M -21% 17
PHC
5010
Palidye Holdings (Caymans)
Cayman Islands
$251M -$40.6M -14% 4
SCG
5011
Sonata Capital Group
Washington
$250M +$20.5M +9% 123
LA
5012
LFL Advisers
Illinois
$250M +$21.6M +9% 8
SRC
5013
Stone Run Capital
New York
$250M +$12.8M +5% 72
CCAM
5014
Codex Capital Asset Management
Texas
$250M +$37.8M +18% 34
IA
5015
IMZ Advisory
Florida
$250M +$29.4M +13% 42
KNFPWM
5016
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$250M +$28.1M +13% 77
FWP
5017
Family Wealth Partners
North Carolina
$250M +$30.8M +14% 62
TFA
5018
TPG Financial Advisors
Oregon
$250M +$23.6M +10% 72
IGYL
5019
I.G.Y. Ltd
United Kingdom
$250M +$12.5M +5% 3
ECA
5020
Elevation Capital Advisory
Oregon
$249M +$20.2M +9% 82
WRTC
5021
Wind River Trust Company
Wyoming
$249M +$16.3M +7% 9
ITFISA
5022
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$249M +$37.4M +18% 222
PWS
5023
Peloton Wealth Strategists
Indiana
$249M +$10.1M +4% 96
SCM
5024
Sio Capital Management
New York
$249M -$81M -25% 64
JWM
5025
Jessup Wealth Management
Ohio
$249M +$11.3M +5% 81