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
SFB
6301
STAR Financial Bank
Indiana
$130M +$12.8M +11% 112
TT
6302
TI-Trust
Illinois
$130M -$6.35M -5% 134
UOC
6303
University of Chicago
Illinois
$130M +$60.4M +87% 8
BC
6304
Broadwater Capital
Massachusetts
$130M -$597K -0.5% 247
RWM
6305
Refined Wealth Management
Utah
$130M -$12.3M -9% 30
CastleKeep Investment Advisors
6306
CastleKeep Investment Advisors
Connecticut
$130M -$9.15M -7% 115
XI
6307
XXEC Inc
Oklahoma
$130M -$3.31M -2% 25
SWP
6308
Semus Wealth Partners
Florida
$130M +$10.8M +9% 134
SWIM
6309
Smallwood Wealth Investment Management
New Jersey
$129M +$475K +0.4% 72
BA
6310
Brightwater Advisory
Florida
$129M +$4.95M +4% 63
CCA
6311
Clarity Capital Advisors
Florida
$129M +$4.09M +3% 78
CA
6312
Continental Advisors
Utah
$129M +$3.07M +2% 38
CCM
6313
Chicago Capital Management
Illinois
$129M +$34.3M +36% 52
ACM
6314
Arosa Capital Management
Florida
$129M -$19M -13% 43
EC
6315
EdgeRock Capital
Colorado
$129M +$3.56M +3% 295
VAG
6316
Vannoy Advisory Group
Texas
$129M +$786K +0.6% 27
MGW
6317
MB Generational Wealth
Washington
$129M +$1.6M +1% 68
NWM
6318
NRI Wealth Management
California
$129M +$10.7M +9% 29
HA
6319
Hofer & Associates
California
$129M +$10.2M +9% 57
CBOR
6320
Community Bank of Raymore
Missouri
$129M -$84.2M -40% 90
CFIM
6321
Client First Investment Management
Wisconsin
$129M +$2.81M +2% 32
AWP
6322
Avid Wealth Partners
Texas
$129M +$4.23M +3% 45
GCM
6323
GeoSphere Capital Management
Florida
$129M +$8.78M +7% 43
PWAM
6324
Pinnacle West Asset Management
Wyoming
$129M +$2.65M +2% 107
RFO
6325
RiverGlades Family Offices
Florida
$129M +$3.1M +2% 82