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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
IFPG
4526
Intrepid Financial Planning Group
Indiana
$184M +$8M +5% 6.19% 64.1% 123 20.33%
BFWA
4527
Benchmark Financial Wealth Advisors
Florida
$184M +$13.8M +8% 8.66% 70.6% 75 16%
ECG
4528
EPIQ Capital Group
California
$183M -$19.5M -10% 5.57% 6.25% 50 8%
SF
4529
Susquehanna Foundation
Pennsylvania
$183M -$55.1K -0% 0.04% 36.7% 4 0%
PM
4530
Prosight Management
Texas
$183M -$3.29M -2% 6.3% 46.2% 56 60.71%
AFM
4531
Andesa Financial Management
Pennsylvania
$183M -$103M -36% 11.4% 73.6% 160 18.13%
MCC
4532
Malaga Cove Capital
California
$183M +$7.91M +5% 8.07% 88.1% 174 13.22%
SCM
4533
Seascape Capital Management
New Hampshire
$183M +$37.2M +25% 8.63% 111% 101 21.78%
ACA
4534
Arena Capital Advisors
California
$183M -$146M -44% 1.9% 124% 262 38.93%
WA
4535
Wilshire Advisors
California
$183M +$8.45M +5% 7.67% 110% 11 0%
T2I
4536
Turim 21 Investimentos
Brazil
$183M +$66.3M +57% 12.3% 62% 93 27.96%
MRCM
4537
Mill Road Capital Management
Connecticut
$183M -$26.4M -13% 19.4% 38.3% 27 14.81%
3IP
4538
3Chopt Investment Partners
Virginia
$183M 11% 116% 266
CMU
4539
Carnegie Mellon University
Pennsylvania
$183M +$3.16M +2% 1.81% 32.4% 6 0%
LCM
4540
LDR Capital Management
New York
$183M -$15.3M -8% 0.81% 37.1% 48 22.92%
FPWM
4541
FSB Premier Wealth Management
Iowa
$183M +$11.5M +7% 8.64% 43.1% 150 14%
BWA
4542
Bordeaux Wealth Advisors
California
$182M +$23.1M +15% 1.97% 141% 90 14.44%
ACM
4543
Allred Capital Management
Texas
$182M +$21.9M +14% 9.7% 58.6% 159 10.06%
RS
4544
Retirement Solution
Washington
$182M -$4.28M -2% 5.46% 52.9% 37 35.14%
CCG
4545
Ceeto Capital Group
Florida
$182M +$7.5M +4% 7.48% 81.6% 164 5.49%
BBWA
4546
Bell & Brown Wealth Advisors
California
$182M +$19.8M +12% 13% 71 11.27%
LC
4547
Landaas & Company
Wisconsin
$182M +$24.2M +15% 7.79% 60.3% 70 20%
GMA
4548
Glassy Mountain Advisors
Maryland
$182M 8.66% 75.5% 227
SIP
4549
Stoneridge Investment Partners
Pennsylvania
$181M +$11.5M +7% 5.56% 26.4% 110 29.09%
PHAM
4550
Palisades Hudson Asset Management
Florida
$181M +$16.2M +10% 9.5% 53.9% 103 6.8%