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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
KC
4051
Knuff & Co
California
$267M +$14.3M +6% 8.37% 85.8% 132 8.33%
WU
4052
Washington University
Missouri
$267M -$113M -30% 29.4% 44% 12 58.33%
MLFP
4053
MPS Loria Financial Planners
Illinois
$266M +$18.7M +8% 8.51% 66.9% 78 7.69%
PMA
4054
Prudent Man Advisors
Illinois
$266M +$10.2M +4% 4.83% 82.8% 216 12.5%
EFMFI
4055
EnCap Flatrock Midstream Fund IV
Texas
$266M 1.84% 1
CWM
4056
Cordatus Wealth Management
Pennsylvania
$266M +$187M +239% 7.56% 96.3% 169 79.88%
SA
4057
Stewardship Advisors
Pennsylvania
$266M +$5.55M +2% 2.26% 42.6% 43 9.3%
FA
4058
Flagstar Advisors
New York
$266M -$9.34M -3% 4.27% 77.9% 165 12.73%
EAIC
4059
Empower Annuity Insurance Company
Connecticut
$266M -$3.61M -1% 1.34% 0.86% 1 0%
BA
4060
Ballast Advisors
Minnesota
$266M +$14.8M +6% 7.55% 66.7% 194 11.86%
LRIA
4061
Leonard Rickey Investment Advisors
Washington
$266M +$9.09M +4% 4.18% 55.9% 73 12.33%
LSWM
4062
Lorne Steinberg Wealth Management
Canada
$266M +$15.3M +6% 5.13% 73.4% 71 9.86%
CFG
4063
Compton Financial Group
Maryland
$265M +$12M +5% 2.38% 37.7% 34 2.94%
LMKC
4064
L.M. Kohn & Company
Ohio
$265M +$23.7M +10% 8.32% 97.9% 251 17.53%
MCIA
4065
Mountain Capital Investment Advisors
Colorado
$265M +$38M +17% 4.95% 63.3% 78 26.92%
SIM
4066
Sentry Investment Management
Wisconsin
$265M +$21.8M +9% 9.94% 103% 511 11.55%
SIA
4067
Sovereign Investment Advisors
Arizona
$265M +$12.6M +5% 2.34% 43.7% 41 21.95%
CNC
4068
Citizens & Northern Corp
Pennsylvania
$265M +$8.31M +3% 6.69% 73.3% 101 5.94%
RCGI
4069
Ribbit Capital GP II
California
$265M +$7.21M +3% 2.78% 1 0%
AG
4070
Arctis Global
Puerto Rico
$265M -$287M -52% 5.07% 69.5% 30 90%
OWA
4071
Outlook Wealth Advisors
Texas
$264M +$39.6M +18% 5.23% 70% 221 29.86%
BHH
4072
Baker Hughes Holdings
Texas
$264M +$32.1M +14% 15.2% 38.6% 2 50%
DBRC
4073
D.B. Root & Company
Pennsylvania
$264M +$10.2M +4% 4.69% 57.3% 182 15.93%
ACM
4074
Alight Capital Management
New York
$264M +$78.1M +42% 20.6% 466% 72 70.83%
RL
4075
Retireful LLC
Michigan
$264M -$46.7M -15% 5.91% 382% 130 87.69%