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
FNBOH
5651
First National Bank of Hutchinson
Kansas
$126M +$7.88M +7% 113
CWM
5652
Chicago Wealth Management
Illinois
$126M +$9.86M +8% 51
PPW
5653
PACK Private Wealth
Minnesota
$126M +$9.26M +8% 37
FCM
5654
Fairbanks Capital Management
California
$126M +$13.3M +12% 54
RFS
5655
Retirement Financial Solutions
Tennessee
$126M +$8.09M +7% 279
GBI
5656
GP Brinson Investments
Illinois
$126M -$2.15M -2% 16
RH
5657
RFG Holdings
Texas
$126M +$29.8M +31% 18
SPWM
5658
Straight Path Wealth Management
Michigan
$126M +$21.4M +20% 86
TCM
5659
Tao Capital Management
California
$126M -$7.25M -5% 16
VIP
5660
Viewpoint Investment Partners
Alberta, Canada
$126M +$23.3M +23% 7
SIM
5661
Sterling Investment Management
Arizona
$126M +$1.11M +0.9% 62
FNBOSM
5662
First National Bank of South Miami
Florida
$126M -$8.12M -6% 277
MG
5663
Meditor Group
Bermuda
$126M -$22.4M -15% 4
WFA
5664
Wells Financial Advisors
Massachusetts
$126M +$4.69M +4% 66
BWS
5665
BCR Wealth Strategies
Alabama
$125M +$9.47M +8% 18
XI
5666
XXEC Inc
Oklahoma
$125M +$518K +0.4% 29
PCM
5667
Piedmont Capital Management
Montana
$125M +$5.57M +5% 48
CHA
5668
Cooper/Haims Advisors
New York
$125M -$16M -11% 75
PAWA
5669
Palo Alto Wealth Advisors
California
$125M +$7.5M +6% 44
AWMT
5670
AAFMAA Wealth Management & Trust
North Carolina
$125M +$13.9M +12% 55
CCP
5671
Cassia Capital Partners
North Carolina
$125M +$2.89M +2% 75
D
5672
Dentgroup
Louisiana
$125M +$8.65M +7% 111
APC
5673
Asset Planning Corporation
Tennessee
$124M +$4.35M +4% 39
PSC
5674
Patient Square Capital
California
$124M -$112M -47% 2
HWA
5675
Hilltop Wealth Advisors
North Carolina
$124M +$6.4M +5% 40