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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
GB
5126
Goepper Burkhardt
South Carolina
$166M +$12.9M +8% 6.19% 43.8% 67 2.99%
MPPW
5127
Mitchell & Pahl Private Wealth
Oklahoma
$166M +$5.99M +4% 3.2% 75.2% 155 5.16%
VFA
5128
Values First Advisors
Tennessee
$166M +$8.63M +5% 7.05% 70.5% 370 55.14%
LFPWM
5129
Leicht Financial Planning & Wealth Management
New Jersey
$166M +$3.11M +2% 4.05% 46.3% 23 26.09%
ODFS
5130
O'Donnell Financial Services
California
$166M +$109M +195% 6% 47.9% 25 24%
STC
5131
Sarah T. Connolly
$165M +$7.8M +5% 7.57% 35% 94 1.06%
W
5132
WorthPointe
California
$165M +$11.4M +7% 5% 51% 67 38.81%
ACL
5133
APEIRON Capital Ltd
Hong Kong
$165M -$13.7M -8% 5.68% 105% 16 43.75%
BFA
5134
Bluestem Financial Advisors
Illinois
$165M +$2.98M +2% 3.2% 39.5% 26 3.85%
TWA
5135
Tandem Wealth Advisors
Arizona
$165M +$4.64M +3% 3.36% 33.1% 50 8%
MM
5136
MWG Management
British Virgin Islands
$165M +$23.3M +16% 18.5% 59.2% 3 0%
KCG
5137
Kinsale Capital Group
Virginia
$165M +$28.2M +21% 5.2% 61.4% 35 8.57%
PHM
5138
Prospect Hill Management
New Jersey
$165M +$25.3M +18% 18.4% 93.9% 15 6.67%
WPW
5139
Watershed Private Wealth
Illinois
$165M +$17.2M +12% 6.67% 71.4% 91 14.29%
KA
5140
Kercheville Advisors
Texas
$165M +$19.3M +13% 18.3% 209% 81 13.58%
IFO
5141
Independent Family Office
New York
$165M -$8.24M -5% 4.98% 66.8% 74 13.51%
AIA
5142
Armor Investment Advisors
North Carolina
$165M -$9.99M -6% 4.77% 43.8% 181 15.47%
LC
5143
Linse Capital
Puerto Rico
$165M 16.8% 2
MA
5144
Mezzasalma Advisors
New Jersey
$165M +$23.5M +17% 15% 157% 92 11.96%
CCC
5145
Cincinnati Casualty Company
Ohio
$165M +$5.25M +3% 4.05% 50.5% 26 0%
APIM
5146
Agate Pass Investment Management
Washington
$165M +$11.9M +8% 5.45% 68% 97 7.22%
RA
5147
Riverstone Advisors
Texas
$165M +$8.17M +5% 8.39% 83.3% 55 12.73%
HCM
5148
HMS Capital Management
Tennessee
$165M +$5.93M +4% 9.3% 130% 117 19.66%
BWM
5149
Boyd Wealth Management
California
$165M +$20.5M +14% 3.58% 51.1% 45 24.44%
CWA
5150
Clarus Wealth Advisors
Arizona
$165M +$5.66M +4% 6.13% 140 22.14%