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
GBI
5651
GP Brinson Investments
Illinois
$126M -$2.15M -2% 16
RH
5652
RFG Holdings
Texas
$126M +$29.8M +31% 18
SPWM
5653
Straight Path Wealth Management
Michigan
$126M +$21.4M +20% 86
TCM
5654
Tao Capital Management
California
$126M -$7.25M -5% 16
VIP
5655
Viewpoint Investment Partners
Alberta, Canada
$126M +$23.3M +23% 7
SIM
5656
Sterling Investment Management
Arizona
$126M +$1.11M +0.9% 62
FNBOSM
5657
First National Bank of South Miami
Florida
$126M -$8.12M -6% 277
MG
5658
Meditor Group
Bermuda
$126M -$22.4M -15% 4
WFA
5659
Wells Financial Advisors
Massachusetts
$126M +$4.69M +4% 66
BWS
5660
BCR Wealth Strategies
Alabama
$125M +$9.47M +8% 18
XI
5661
XXEC Inc
Oklahoma
$125M +$518K +0.4% 29
PCMM
5662
Piedmont Capital Management (Montana)
Montana
$125M +$5.57M +5% 48
CHA
5663
Cooper/Haims Advisors
New York
$125M -$16M -11% 75
PAWA
5664
Palo Alto Wealth Advisors
California
$125M +$7.5M +6% 44
AWMT
5665
AAFMAA Wealth Management & Trust
North Carolina
$125M +$13.9M +12% 55
CCP
5666
Cassia Capital Partners
North Carolina
$125M +$2.89M +2% 75
D
5667
Dentgroup
Louisiana
$125M +$8.65M +7% 111
APC
5668
Asset Planning Corporation
Tennessee
$124M +$4.35M +4% 39
PSC
5669
Patient Square Capital
California
$124M -$112M -47% 2
HWA
5670
Hilltop Wealth Advisors
North Carolina
$124M +$6.4M +5% 40
LFA
5671
LifeGuide Financial Advisors
Pennsylvania
$124M +$8.94M +8% 36
SCM
5672
Spring Capital Management
Texas
$124M +$8.47M +7% 30
MHB
5673
Midwest Heritage Bank
Iowa
$124M +$20.9M +20% 62
MWP
5674
Meredith Wealth Planning
Illinois
$124M +$8.12M +7% 68
JHA
5675
Jackson Hill Advisors
Texas
$124M +$8.51M +7% 11