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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
BDFN
5101
Bond & Devick Financial Network
Minnesota
$157M +$16.4M +12% 4.6% 41.2% 131 9.16%
G
5102
Gainplan
Michigan
$157M +$115M +274% 8.23% 93.3% 47 34.04%
RA
5103
Riverstone Advisors
Texas
$157M +$12.5M +9% 6.27% 83.3% 52 19.23%
TCOK
5104
Trust Company of Kansas
Kansas
$157M +$2.25M +1% 8.94% 87% 54 20.37%
WA1
5105
Wimmer Associates 1
California
$157M +$5.08M +3% 8.17% 69.4% 110 4.55%
KCP
5106
Keyframe Capital Partners
New York
$157M +$16.7M +12% 1.04% 15.9% 12 41.67%
PBO
5107
Peoples Bank (Ohio)
Ohio
$157M +$1.26M +0.8% 3.71% 71.7% 131 15.27%
BA
5108
Baugh & Associates
Georgia
$156M +$2.12M +1% 2.62% 83.8% 41 4.88%
IPW
5109
IronBridge Private Wealth
Texas
$156M +$35M +29% 12% 125% 39 51.28%
AIM
5110
Aspen Investment Management
Michigan
$156M +$3.4M +2% 2.56% 84.9% 140 19.29%
IWN
5111
Independent Wealth Network
Iowa
$156M +$10.1M +7% 4.21% 75.1% 214 13.08%
VBFG
5112
Vishria Bird Financial Group
Tennessee
$156M +$12.8M +9% 13.8% 74.3% 62 16.13%
AWP
5113
Accretive Wealth Partners
New Jersey
$156M +$10.8M +7% 6.33% 57.3% 119 10.92%
RWRC
5114
R.W. Roge & Company
New York
$156M +$5.72M +4% 6.22% 57.7% 46 21.74%
QC
5115
Qalhat Capital
British Virgin Islands
$156M -$64.4M -29% 7.01% 90.3% 13 30.77%
LP
5116
Lexington Partners
New York
$156M -$23.9M -13% 8.75% 53.9% 6 16.67%
BOCH
5117
Blue Owl Capital Holdings
New York
$156M -$78.9M -34% 20.1% 113% 45 71.11%
IFA
5118
Interactive Financial Advisors
Illinois
$156M -$10.9M -7% 4.1% 37.7% 167 52.1%
MM
5119
MQS Management
New York
$156M +$8.97M +6% 0.53% 9.76% 641 82.84%
IRAG
5120
Investment Research & Advisory Group
Georgia
$156M +$3.59M +2% 11.1% 88.6% 205 7.32%
SFS
5121
Solitude Financial Services
Virginia
$156M +$9.89M +7% 4.12% 55.4% 45 4.44%
HIS
5122
Horizon Investment Services
Indiana
$156M +$18.1M +13% 10.1% 168% 123 30.89%
MAWCM
5123
Mine & Arao Wealth Creation & Management
California
$156M +$20.7M +15% 10.6% 92% 338 8.58%
MADR
5124
Milestones Administradora de Recursos
Brazil
$156M +$20M +15% 18.3% 114% 14 14.29%
WC
5125
Westhampton Capital
North Carolina
$156M +$7.74M +5% 6.84% 95.6% 119 7.56%