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
IP
5351
Ignite Planners
California
$122M -$27.4M -18% 186
LI
5352
Latash Investments
Alaska
$122M -$32M -21% 22
ML
5353
Mayport LLC
Massachusetts
$122M -$23M -16% 63
RF
5354
RHS Financial
California
$122M -$14.2M -10% 90
TWP
5355
Tempus Wealth Planning
California
$122M -$19M -14% 148
DIS
5356
Diversified Investment Strategies
Louisiana
$122M -$24.5M -17% 47
NRW
5357
Nova R Wealth
Kansas
$122M +$4.5M +4% 84
TIAM2
5358
Tru Independence Asset Management 2
Oregon
$122M -$52.6M -30% 103
ZC
5359
Zoom Communications
California
$121M -$27M -18% 3
TWM
5360
Tanager Wealth Management
United Kingdom
$121M -$11.5M -9% 47
BCM
5361
Beaumont Capital Management
Massachusetts
$121M -$34M -22% 47
BAM
5362
Boyar Asset Management
New York
$121M -$34.5M -22% 87
SCA
5363
Strategic Capital Advisers
Colorado
$121M -$10.1M -8% 60
DCI
5364
Data Collective IV
California
$121M -$350M -74% 5
FFA
5365
Fi3 Financial Advisors
Indiana
$121M -$7.62M -6% 58
UOMF
5366
University of Maryland Foundation
Maryland
$121M +$37.9M +46% 7
SNBOSD
5367
Security National Bank of So Dak
Iowa
$121M -$22.8M -16% 105
CH
5368
CVS Health
Rhode Island
$121M -$28.3M -19% 6
CS
5369
Capital Square
Tennessee
$121M -$19.7M -14% 162
GPA
5370
Garrison Point Advisors
California
$120M -$22.4M -16% 155
LI
5371
Latigo Investments
Florida
$120M -$23.3M -16% 17
MWA
5372
Miller Wealth Advisors
Colorado
$120M -$33.6M -22% 97
TF
5373
Threadgill Financial
Texas
$120M -$130M -52% 43
SIM
5374
Strategic Investment Management
Virginia
$120M -$19.5M -14% 10
ADBIC
5375
A.D. Beadell Investment Counsel
Wisconsin
$120M -$30.7M -20% 91