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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
BFP
4401
Briaud Financial Planning
Texas
$138M +$7.37M +6% 4.83% 81.6% 21 28.57%
FFG
4402
Fortem Financial Group
California
$138M +$8.7M +7% 9.26% 179% 167 37.72%
SCM
4403
Salem Capital Management
Massachusetts
$138M -$1.49M -1% 7.89% 32.3% 65 12.31%
ATIA
4404
American Trust Investment Advisors
New Hampshire
$138M +$14.5M +12% 11% 81.1% 72 15.28%
NERM
4405
New England Research & Management
Illinois
$138M -$1.65M -1% 8.39% 56.4% 168 36.9%
IVMX
4406
Institutional Venture Management XIV
California
$138M -$25.4M -16% 5.49% 18.1% 4 0%
SCP
4407
Seafarer Capital Partners
California
$138M -$5.44M -4% 15.1% 76.2% 5 60%
1W
4408
1776 Wealth
Georgia
$138M -$7.89M -5% 10.9% 87.4% 342 68.42%
CFGF
4409
Compass Financial Group (Florida)
Florida
$138M +$18.3M +15% 5.75% 36.3% 26 34.62%
AWM
4410
AllSquare Wealth Management
New York
$138M +$4.85M +4% 5.87% 62.4% 496 7.06%
CJA
4411
C-J Advisory
California
$138M +$5.07M +4% 5.1% 39.2% 31 3.23%
AW
4412
Alpha Windward
Massachusetts
$137M +$7.15M +5% 8.09% 33.6% 442 16.06%
HS
4413
HighVista Strategies
Massachusetts
$137M +$16.5M +14% 18.9% 518% 147 55.1%
WC
4414
Weil Company
California
$137M +$18.9M +16% 12.7% 51.9% 117 18.8%
ACM
4415
Adalta Capital Management
New York
$137M +$11.5M +9% 11.1% 66.3% 76 22.37%
DA
4416
Detalus Advisors
Missouri
$137M +$7.56M +6% 6.56% 67.9% 95 8.42%
KJWM
4417
Kiley Juergens Wealth Management
Washington
$137M +$17.1M +14% 11.5% 93.3% 49 12.24%
IC
4418
Investment Counsel
Michigan
$137M +$2.94M +2% 7.47% 50.1% 56 5.36%
SL
4419
SOF Ltd
Cayman Islands
$137M +$19.9M +17% 17% 63.6% 1 0%
MMHP
4420
Murphy Middleton Hinkle & Parker
Georgia
$137M +$1.14M +0.8% 6.69% 61.7% 135 8.89%
LCC
4421
Lincoln Capital Corp
Rhode Island
$137M +$8.89M +7% 8.23% 73.9% 59 23.73%
SW
4422
StrongBox Wealth
Missouri
$137M +$26.8M +24% 5.94% 57.8% 86 12.79%
SEEDPG
4423
S.E.E.D. Planning Group
New York
$136M +$8.5M +7% 5.77% 50.4% 60 10%
ACM
4424
Ayrshire Capital Management
Connecticut
$136M +$16.7M +14% 10.6% 78.4% 63 9.52%
KOMWMG
4425
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$136M +$26.6M +24% 5.12% 60.2% 116 13.79%