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
TWM
5801
Trevian Wealth Management
Massachusetts
$211M +$24.4M +13% 52
BOJHT
5802
Bank of Jackson Hole Trust
Wyoming
$211M +$11M +5% 538
CIG
5803
Cairn Investment Group
Washington
$211M -$8.69M -4% 71
UI
5804
Unconventional Investor
New Hampshire
$211M +$11.2M +6% 47
AIFS
5805
A&I Financial Services
Colorado
$211M +$5.65M +3% 88
BCA
5806
Bernzott Capital Advisors
California
$210M -$1.7M -0.8% 40
KG
5807
Kieckhefer Group
Wisconsin
$210M -$3.53M -2% 58
VIP
5808
Viewpoint Investment Partners
Alberta, Canada
$210M +$27M +15% 74
SCA
5809
Sander Capital Advisors
Washington
$210M -$28.6M -12% 12
WIA
5810
Westview Investment Advisors
Vermont
$210M 75
QC
5811
Quantedge Capital
Singapore
$210M +$27.1M +15% 96
KTM
5812
Keeler Thomas Management
Utah
$210M -$35.2M -14% 105
MSFP
5813
Mark Sheptoff Financial Planning
Connecticut
$210M +$878K +0.4% 529
BH
5814
Burk Holdings
Oklahoma
$210M +$22.4M +12% 82
MM
5815
Monolith Management
Hong Kong
$210M -$17.2M -8% 29
FIBOI
5816
First International Bank of Israel
$209M +$33.1M +19% 60
CI
5817
Carroll Investors
South Carolina
$209M +$2.81M +1% 33
TC
5818
Triavera Capital
California
$209M +$3.68M +2% 20
AWAP
5819
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$209M +$8.97M +4% 153
F4L
5820
Fortune 45 LLC
Louisiana
$209M +$12.1M +6% 33
CE
5821
Cornerstone Enterprises
Wisconsin
$209M +$5.67M +3% 40
BHA
5822
Beech Hill Advisors
New York
$209M -$5.18M -2% 98
RFG
5823
RFP Financial Group
Georgia
$209M -$36.7M -15% 119
HWM
5824
HRC Wealth Management
Idaho
$209M +$3.71M +2% 57
LWMI
5825
Legacy Wealth Management (Idaho)
Idaho
$209M -$12.2M -6% 977