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
ACH
5026
Axis Capital Holdings
Bermuda
$129M +$19M +17% 3
BEI
5027
Benjamin Edwards Inc
Missouri
$129M +$7.86M +6% 394
AWM
5028
Altus Wealth Management
Kentucky
$129M +$20.1M +19% 35
SIS
5029
SVB Investment Services
Utah
$129M +$10.8M +9% 65
SAM
5030
Shone Asset Management
California
$129M +$16.6M +15% 42
LAI
5031
Legal Advantage Investments
California
$128M 96
KP
5032
Kuvari Partners
United Kingdom
$128M 6
RCM
5033
Rain Capital Management
Oregon
$128M -$14.5M -10% 36
MSWMA
5034
Market Street Wealth Management Advisors
Indiana
$128M +$16.4M +15% 43
JIC
5035
Juniper Investment Company
New York
$128M +$33.6M +36% 12
DIS
5036
Diversified Investment Strategies
Louisiana
$128M +$32M +33% 43
LIM
5037
Loudon Investment Management
New Hampshire
$128M +$9.68M +8% 78
MFS
5038
Monetta Financial Services
Illinois
$128M +$9.46M +8% 44
WMP
5039
Wealth Management Partners
Arizona
$128M 120
FNWM
5040
Financial Network Wealth Management
Utah
$128M 96
WWP
5041
Waypoint Wealth Partners
California
$128M 35
SFMG
5042
Sage Financial Management Group
Virginia
$127M 30
HWMG
5043
Hurlow Wealth Management Group
Indiana
$127M +$18.2M +17% 95
CFG
5044
CMC Financial Group
Georgia
$127M +$24.7M +24% 30
FWM
5045
ForthRight Wealth Management
Georgia
$127M 189
OPWM
5046
Oakwell Private Wealth Management
Texas
$127M 62
EGVF
5047
ESA Global Value Fund
Cayman Islands
$127M 5
XI
5048
XXEC Inc
Oklahoma
$127M +$22.2M +21% 32
CI
5049
Cordant Inc
Oregon
$127M +$8.81M +7% 70
AWA
5050
Acorn Wealth Advisors
Michigan
$127M +$12.9M +11% 153