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
SC
6301
Settian Capital
New York
$139M +$1.47M +1% 33
BWG
6302
Berry Wealth Group
Texas
$139M -$907K -0.6% 106
VWA
6303
VERITY Wealth Advisors
United States
$139M -$3.69M -3% 73
SLFPAM
6304
St. Louis Financial Planners Asset Management
Missouri
$138M +$12.5M +10% 40
RC
6305
Rareview Capital
Nevada
$138M +$4.33M +3% 59
BCM
6306
BCK Capital Management
Connecticut
$138M -$29M -17% 90
PA
6307
Prossimo Advisors
California
$138M +$1.28M +0.9% 140
GPA
6308
Guerra Pan Advisors
New Jersey
$138M +$13.1M +11% 115
JF
6309
Jericho Financial
Ohio
$138M 41
EWA
6310
Emergent Wealth Advisors
New York
$138M +$2.74M +2% 116
EWS
6311
Eagle Wealth Strategies
New Jersey
$138M +$952K +0.7% 116
AWA
6312
Archvest Wealth Advisors
California
$138M -$19.6M -12% 76
BCG
6313
BayBridge Capital Group
California
$138M -$1.03M -0.7% 102
UOWF
6314
University of Wisconsin Foundation
Wisconsin
$138M -$15.7M -10% 7
GSP
6315
Grafton Street Partners
Florida
$138M +$11.5M +9% 14
CSTB
6316
Charles Schwab Trust Bank
Nevada
$137M $0 0% 1
IDBONY
6317
Israel Discount Bank of New York
New York
$137M +$70.2M +104% 50
TC
6318
Tsai Capital
New York
$137M +$14.4M +12% 25
AI
6319
Axos Invest
Nevada
$137M -$8.82M -6% 24
AMAL
6320
Asset Management Advisors LLC
Oklahoma
$137M -$5.94M -4% 16
SCA
6321
Sippican Capital Advisors
Massachusetts
$137M -$6.09M -4% 117
GL
6322
Gerber LLC
Ohio
$137M +$1.18M +0.9% 99
LFS
6323
Leibman Financial Services
Nebraska
$137M -$4.05M -3% 64
DWMS
6324
Dominguez Wealth Management Solutions
Virginia
$137M -$1.1M -0.8% 62
EG
6325
Ellerson Group
Maryland
$137M +$9.68M +8% 52