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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
ATIA
4901
American Trust Investment Advisors
New Hampshire
$244M +$38.5M +19% 8.54% 91% 110 24.55%
NLP
4902
Next Level Private
New York
$244M +$25.4M +12% 7.36% 92.4% 144 8.33%
ASI
4903
All-Stars Investment
Hong Kong
$244M -$36.1M -13% 11.1% 41.7% 4 25%
SLA
4904
Silver Lake Advisory
Utah
$244M +$22.2M +10% 9.14% 70.9% 99 5.05%
FPWM
4905
FSB Premier Wealth Management
Iowa
$244M +$22.5M +10% 6.52% 53.9% 206 11.17%
HIP
4906
Hengistbury Investment Partners
United Kingdom
$244M +$5.45M +2% 9.04% 108% 6 33.33%
BCM
4907
Beddow Capital Management
Wyoming
$244M +$15.3M +7% 6.46% 50.7% 60 3.33%
JAM
4908
JCIC Asset Management
Ontario, Canada
$244M +$842K +0.3% 3.34% 108 12.04%
T
4909
Tidemark
California
$244M +$26.3M +12% 5.48% 650 8%
EP
4910
Essential Planning
New Hampshire
$244M +$16.5M +7% 4.85% 38.1% 83 14.46%
TWCM
4911
True Wind Capital Management
California
$244M +$41.6M +21% 35% 119% 2 0%
DI
4912
DAGCO Inc
Ohio
$244M +$18.2M +8% 7.03% 66.5% 226 6.19%
BFS
4913
Bare Financial Services
Pennsylvania
$243M +$53.3M +28% 6.5% 155 4.52%
BWM
4914
Biltmore Wealth Management
Arizona
$243M +$12.6M +5% 6.79% 55.6% 56 5.36%
FCP
4915
Fosse Capital Partners
United Kingdom
$243M -$43.5M -15% 4.19% 80% 3 0%
DC
4916
Dorval Corp
Minnesota
$243M +$16.5M +7% 6.14% 30 13.33%
GB
4917
Gunma Bank
Japan
$243M +$123M +102% 6.3% 24.5% 32 31.25%
BFA
4918
Brown Financial Advisors
Ohio
$243M +$19.1M +9% 5.49% 229 49.78%
SA
4919
Skyline Advisors
Washington
$243M +$12.9M +6% 4.79% 92 13.04%
WF
4920
Whelan Financial
California
$243M +$19M +8% 6.91% 57.9% 43 6.98%
HIM
4921
HGC Investment Management
Ontario, Canada
$243M +$25.4M +12% 3.48% 33.2% 127 35.43%
PWM
4922
Proathlete Wealth Management
Florida
$243M +$31.5M +15% 5.92% 59 3.39%
BIP
4923
Blue Investment Partners
California
$243M +$22M +10% 4.31% 52 21.15%
EWM
4924
Elmwood Wealth Management
California
$243M +$18M +8% 4.42% 37.6% 132 11.36%
GB
4925
Goepper Burkhardt
South Carolina
$242M +$21.6M +10% 6.4% 50.4% 84 8.33%