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
DLIC
2451
Daido Life Insurance Company
Japan
$738M -$77.4M -9% 6
AT
2452
Avenir Tech
Hong Kong
$738M +$134M +22% 22
TS
2453
Tamar Securities
California
$737M +$12.8M +2% 74
LG
2454
LaFleur & Godfrey
Michigan
$737M +$7.57M +1% 154
FWA
2455
FORM Wealth Advisors
Wisconsin
$736M 62
CFA
2456
Cahill Financial Advisors
Minnesota
$736M -$2.01M -0.3% 270
FWM
2457
Focused Wealth Management
New York
$735M -$5.4M -0.7% 193
NCM
2458
Nellore Capital Management
California
$735M -$30.6M -4% 19
HI
2459
Hendershot Investments
Virginia
$735M +$993K +0.1% 133
HFS
2460
Howard Financial Services
Texas
$734M -$734K -0.1% 199
MWA
2461
Monograph Wealth Advisors
California
$734M -$22.2M -3% 124
TAMH
2462
Taikang Asset Management (HK)
Hong Kong
$734M +$53.6M +8% 119
GIP
2463
Greatmark Investment Partners
Georgia
$733M -$1.03M -0.1% 145
BWP
2464
BlueStem Wealth Partners
Minnesota
$733M -$28.4M -4% 113
TCM
2465
TCG Crossover Management
California
$733M -$290M -28% 38
MBTD
2466
Mechanics Bank - Trust Department
California
$733M -$17.5M -2% 230
CWMK
2467
Caliber Wealth Management (Kansas)
Kansas
$733M 254
I
2468
INVST
Indiana
$733M -$90.2M -11% 342
FACM
2469
Forest Avenue Capital Management
Florida
$732M -$332M -31% 25
EFG
2470
Everhart Financial Group
Ohio
$731M +$245M +51% 351
AIA
2471
Arbor Investment Advisors
North Carolina
$731M +$21.5M +3% 117
VIM
2472
Vancity Investment Management
British Columbia, Canada
$730M 73
AAA
2473
Adams Asset Advisors
Texas
$729M -$49.5M -6% 80
MCM
2474
Mainstay Capital Management
Michigan
$729M +$71.8M +11% 117
HIGP
2475
Hill Investment Group Partners
Missouri
$728M -$18.1M -2% 82