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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 Avg Holding
Period (Yrs)
BIMC
4901
Benson Investment Management Company
Virginia
$206M +$12M +6% 13.2% 99.8% 73 35.62% 2.1
Bickling Financial Services
4902
Bickling Financial Services
Massachusetts
$206M +$8.97M +5% 5.89% – 141 19.15% 0.8
Reston Wealth Management
4903
Reston Wealth Management
Virginia
$206M +$14M +7% 5.28% 66.4% 64 12.5% 1.8
Garrett Wealth Advisory Group
4904
Garrett Wealth Advisory Group
Texas
$206M +$49.6M +32% 8.55% 74.6% 63 17.46% 1.8
Forager Capital Management
4905
Forager Capital Management
Alabama
$206M – – 7.27% 52.6% 13 – 0
Midwest Professional Planners Ltd (MPPL)
4906
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$206M +$17.3M +9% 9.53% 136% 118 5.08% 2.1
Yorktown Energy Partners VIII
4907
Yorktown Energy Partners VIII
New York
$206M -$46M -18% 9.19% 15.2% 3 0% 3.6
MorganRosel Wealth Management
4908
MorganRosel Wealth Management
Colorado
$206M +$22.5M +12% 5.83% 67.5% 94 25.53% 1.5
Reliant Wealth Planning
4909
Reliant Wealth Planning
Kentucky
$206M +$16.9M +9% 8.29% 39.4% 5 0% 1.8
JSF Financial
4910
JSF Financial
California
$206M +$3.64M +2% 8.71% 91% 133 34.59% 1.5
Retirement Planning Company of New England
4911
Retirement Planning Company of New England
Rhode Island
$205M – – 10.2% 125% 983 – 0
Ridgecrest Wealth Partners
4912
Ridgecrest Wealth Partners
California
$205M +$21.8M +12% 9.32% 103% 126 12.7% 0.6
TPB Wealth Advisors
4913
TPB Wealth Advisors
Texas
$205M +$67.4M +49% 5.35% – 51 29.41% 0.6
Client 1st Advisory Group
4914
Client 1st Advisory Group
Florida
$205M +$8.97M +5% 4.38% 64.5% 78 8.97% 1.3
FCP
4915
Fosse Capital Partners
United Kingdom
$205M +$16M +9% 11.3% 80% 4 0% 1
SFA
4916
Spectrum Financial Alliance
Kentucky
$205M – – 6.23% 187% 10 – 2.4
Bernardo Wealth Planning
4917
Bernardo Wealth Planning
Pennsylvania
$205M +$32.6M +19% 8.78% 56.9% 89 16.85% 2
Wiser Wealth Management
4918
Wiser Wealth Management
Georgia
$205M +$17.1M +9% 4.94% 53% 32 15.63% 0.8
Fulcrum Asset Management
4919
Fulcrum Asset Management
United Kingdom
$205M +$2.28M +1% 12.5% – 212 0% 0.5
Axar Capital Management
4920
Axar Capital Management
New York
$205M -$20.8M -9% 7.66% 680% 3 0% 2.3
Sora Investors
4921
Sora Investors
Pennsylvania
$205M – – 13.3% 179% 22 – 0
Lion Street Advisors
4922
Lion Street Advisors
Texas
$204M +$19.1M +10% 10.3% 38% 161 12.42% 0.3
PA
4923
Paragon Advisors
Texas
$204M -$1.49M -0.7% 10.8% 138% 77 31.17% 1.2
JLP Asset Management
4924
JLP Asset Management
New York
$204M +$23.1M +13% 19.6% 16.1% 31 0% 2.1
Wealth Dimensions Group
4925
Wealth Dimensions Group
Ohio
$204M +$47.9M +31% 8.46% 63.6% 134 5.22% 0.9