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
RW
5001
REDW Wealth
New Mexico
$251M -$17.2M -6% 109
EFN
5002
Equita Financial Network
Pennsylvania
$251M -$34.9M -12% 95
PPWM
5003
Paragon Private Wealth Management
Kentucky
$251M +$35.7M +17% 201
HHMI
5004
Howard Hughes Medical Institute
Maryland
$251M +$48.7M +24% 502
RFM
5005
Ranmore Fund Management
United Kingdom
$251M +$83.5M +50% 19
UOIF
5006
University of Illinois Foundation
Illinois
$251M -$67.5M -21% 17
PHC
5007
Palidye Holdings (Caymans)
Cayman Islands
$251M -$40.6M -14% 4
SCG
5008
Sonata Capital Group
Washington
$250M +$20.5M +9% 123
LA
5009
LFL Advisers
Illinois
$250M +$21.6M +9% 8
SRC
5010
Stone Run Capital
New York
$250M +$12.8M +5% 72
CCAM
5011
Codex Capital Asset Management
Texas
$250M +$37.8M +18% 34
IA
5012
IMZ Advisory
Florida
$250M +$29.4M +13% 42
KNFPWM
5013
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$250M +$28.1M +13% 77
FWP
5014
Family Wealth Partners
North Carolina
$250M +$30.8M +14% 62
TFA
5015
TPG Financial Advisors
Oregon
$250M +$23.6M +10% 72
IGYL
5016
I.G.Y. Ltd
United Kingdom
$250M +$12.5M +5% 3
ECA
5017
Elevation Capital Advisory
Oregon
$249M +$20.2M +9% 82
WRTC
5018
Wind River Trust Company
Wyoming
$249M +$16.3M +7% 9
ITFISA
5019
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$249M +$37.4M +18% 222
PWS
5020
Peloton Wealth Strategists
Indiana
$249M +$10.1M +4% 96
SCM
5021
Sio Capital Management
New York
$249M -$81M -25% 64
JWM
5022
Jessup Wealth Management
Ohio
$249M +$11.3M +5% 81
BFA
5023
Buttonwood Financial Advisors
Maryland
$249M +$21.6M +9% 102
HCM
5024
Heathbridge Capital Management
Ontario, Canada
$249M +$2.7M +1% 30
LFP
5025
Lakeshore Financial Planning
Michigan
$249M +$8.72M +4% 79