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
BBWP
5001
Beacon Bridge Wealth Partners
Pennsylvania
$252M +$17.6M +8% 93
TWM
5002
Trinity Wealth Management
Pennsylvania
$252M +$32.9M +15% 64
KC
5003
Kaleidoscope Capital
Massachusetts
$252M +$83.7M +50% 9
MFC
5004
Morris Financial Concepts
South Carolina
$252M +$13.6M +6% 203
RA
5005
Rise Advisors
New York
$252M +$25.5M +11% 1,662
GGI
5006
GPM Growth Investors
Michigan
$252M +$23.7M +10% 44
TBT
5007
Texas Bank & Trust
Texas
$252M +$15.2M +6% 186
TBC
5008
Ted Buchan & Co
California
$252M +$40.1M +19% 97
IWP
5009
Invenio Wealth Partners
Florida
$252M +$13.3M +6% 106
RW
5010
REDW Wealth
New Mexico
$251M -$17.2M -6% 109
EFN
5011
Equita Financial Network
Pennsylvania
$251M -$34.9M -12% 95
PPWM
5012
Paragon Private Wealth Management
Kentucky
$251M +$35.7M +17% 201
HHMI
5013
Howard Hughes Medical Institute
Maryland
$251M +$48.7M +24% 502
RFM
5014
Ranmore Fund Management
United Kingdom
$251M +$83.5M +50% 19
UOIF
5015
University of Illinois Foundation
Illinois
$251M -$67.5M -21% 17
PHC
5016
Palidye Holdings (Caymans)
Cayman Islands
$251M -$40.6M -14% 4
EP
5017
Essential Partners
California
$250M 2,273
SCG
5018
Sonata Capital Group
Washington
$250M +$20.5M +9% 123
LA
5019
LFL Advisers
Illinois
$250M +$21.6M +9% 8
SRC
5020
Stone Run Capital
New York
$250M +$12.8M +5% 72
CCAM
5021
Codex Capital Asset Management
Texas
$250M +$37.8M +18% 34
IA
5022
IMZ Advisory
Florida
$250M +$29.4M +13% 42
KNFPWM
5023
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$250M +$28.1M +13% 77
FWP
5024
Family Wealth Partners
North Carolina
$250M +$30.8M +14% 62
TFA
5025
TPG Financial Advisors
Oregon
$250M +$23.6M +10% 72