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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
PIA
4651
Pinion Investment Advisors
Kansas
$290M -$164M -36% 9.4% 61.8% 171 16.96%
EWA
4652
ERTS Wealth Advisors
Michigan
$290M -$225M -44% 6.82% 29.7% 85 69.41%
BBNB
4653
Baker Boyer National Bank
Washington
$290M +$18.9M +7% 6.31% 44.7% 79 8.86%
AA
4654
AF Advisors
California
$290M -$239M -45% 0.12% 81.3% 30 33.33%
HVP
4655
Hudson Value Partners
Florida
$290M +$23.7M +9% 10.7% 124% 115 18.26%
KA
4656
Kercheville Advisors
Texas
$290M +$44.4M +18% 16.8% 240% 113 28.32%
SFS
4657
Stiles Financial Services
Minnesota
$290M +$29M +11% 12% 88.2% 180 8.33%
LSWP
4658
Liberty Square Wealth Partners
Pennsylvania
$289M +$27.4M +10% 8.02% 155 11.61%
HPM
4659
Hoxton Planning & Management
West Virginia
$289M +$27.2M +10% 9.84% 70.1% 223 17.04%
NIA
4660
NIA Impact Advisors
California
$289M +$20M +7% 15.9% 105 13.33%
RWA
4661
Rooted Wealth Advisors
Illinois
$289M +$57.2M +25% 7.72% 50.8% 109 18.35%
JWM
4662
Jeppson Wealth Management
California
$289M +$15.9M +6% 8.86% 77.2% 221 11.31%
SA
4663
SAM Advisors
California
$289M +$22.2M +8% 9.68% 47.9% 45 17.78%
SFMG
4664
Sage Financial Management Group
Virginia
$289M +$13.6M +5% 7.44% 47.3% 57 5.26%
DWM
4665
Darwin Wealth Management
Florida
$289M -$8.55M -3% 9.85% 56.8% 681 17.62%
HNWA
4666
Henrickson Nauta Wealth Advisors
Michigan
$289M +$44.6M +18% 8.76% 61.6% 85 8.24%
WPA
4667
WIT Partners Advisory
Singapore
$289M -$14M -5% 4.63% 1 0%
AGWCA
4668
Annis Gardner Whiting Capital Advisors
Florida
$289M +$52.4M +22% 11.6% 1,354 47.19%
IAM
4669
Iridian Asset Management
Connecticut
$289M -$30.1M -9% 5.91% 82.5% 46 10.87%
FCT
4670
Family Capital Trust
Massachusetts
$289M +$9.79M +4% 5.44% 32.3% 62 0%
HC
4671
Headwater Capital
China
$288M +$65.8M +30% 18.2% 17 64.71%
KFA
4672
Kelleher Financial Advisors
New York
$288M +$37.2M +15% 7.55% 73.2% 144 15.97%
BDA
4673
Borer Denton & Associates
Pennsylvania
$288M +$5.39M +2% 4.97% 44.2% 60 5%
PWM
4674
Purus Wealth Management
California
$288M +$52.9M +23% 19.7% 156% 142 17.61%
MP
4675
Maestria Partners
Georgia
$288M +$51.2M +22% 27.6% 15 13.33%