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
TT
6201
TI-Trust
Illinois
$151M +$1.68M +1% 127
CQWA
6202
Chokshi & Queen Wealth Advisors
California
$151M -$10.2M -6% 52
RB
6203
Renasant Bank
Mississippi
$151M -$3.35M -2% 175
VPA
6204
Vernal Point Advisors
California
$151M +$5.4M +4% 19
EAM
6205
Everstar Asset Management
North Carolina
$151M +$9.58M +7% 199
HI
6206
Harper Investing
California
$151M +$15.2M +11% 53
ACA
6207
AYAL Capital Advisors
Ontario, Canada
$151M -$45.8M -23% 60
MI
6208
Motiv8 Investments
Florida
$151M +$8.22M +6% 101
ACM
6209
Arosa Capital Management
Florida
$151M -$1.43M -0.9% 51
VFG
6210
Valley Financial Group
Pennsylvania
$151M +$6.92M +5% 60
LPAM
6211
Legion Partners Asset Management
California
$151M -$20.8M -12% 7
LWP
6212
Laurel Wealth Planning
Minnesota
$150M -$4.55M -3% 58
LC
6213
Lakehouse Capital
Australia
$150M +$2.09M +1% 14
HHRDM
6214
H&H Retirement Design & Management
Nevada
$150M -$14.4M -9% 77
CI
6215
Carroll Investors
South Carolina
$150M -$27.2M -15% 33
CNFG
6216
Creegan & Nassoura Financial Group
New Hampshire
$150M +$1.3M +0.9% 77
TFP
6217
Tilia Fiduciary Partners
North Carolina
$150M +$3.44M +2% 122
HFW
6218
Horizon Family Wealth
Illinois
$150M -$518K -0.3% 87
LIA
6219
Lynx Investment Advisory
District of Columbia
$150M +$3.38M +2% 157
ACA
6220
Acorn Capital Advisors
New York
$150M -$35.9M -19% 22
WWM
6221
Whalen Wealth Management
Nevada
$150M +$5.57M +4% 184
XPN
6222
XY Planning Network
Montana
$150M +$16.8M +13% 118
PCM
6223
Ping Capital Management
New York
$150M -$93.9M -39% 79
CCG
6224
Catalina Capital Group
California
$150M -$154M -51% 377
ALM
6225
Argosy-Lionbridge Management
New York
$150M +$20.1M +15% 14