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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)
Lifestyle Asset Management
5176
Lifestyle Asset Management
Texas
$167M +$17M +11% 5.55% 88.3% 100 35% 0.3
Meridian Financial Partners
5177
Meridian Financial Partners
Virginia
$166M +$78.3M +89% 4.88% 80.8% 91 53.85% 1.3
IWN
5178
Independent Wealth Network
Iowa
$166M +$10.1M +6% 4.24% 78.2% 220 14.09% 1.3
Acute Investment Advisory
5179
Acute Investment Advisory
Arizona
$166M +$13.7M +9% 1.12% 15% 15 20% 0.8
CNA Financial
5180
CNA Financial
Illinois
$166M +$724K +0.4% 7.33% 48.6% 22 40.91% 1.8
WA1
5181
Wimmer Associates 1
California
$166M +$9.6M +6% 7.82% 78.9% 106 0.94% 5.7
Carolina Wealth Advisors
5182
Carolina Wealth Advisors
South Carolina
$166M -$4.59M -3% 2.43% 62% 302 24.5% 2.2
Baugh & Associates
5183
Baugh & Associates
Georgia
$166M +$9.6M +6% 4.02% 98.8% 43 6.98% 4.3
Institutional Venture Management XIV
5184
Institutional Venture Management XIV
California
$166M -$4.44M -3% 13.4% 18.1% 3 0% 2.4
Praetorian PR
5185
Praetorian PR
Puerto Rico
$166M +$29M +21% 16% 80.3% 37 64.86% 0.1
Brookmont Capital Management
5186
Brookmont Capital Management
Texas
$166M +$6.93M +4% 4.29% 32.2% 50 4% 6.4
Rainsberger Wealth Advisors
5187
Rainsberger Wealth Advisors
Colorado
$166M -$2.83M -2% 3.45% – 78 17.95% 1.3
Benchmark Wealth Management
5188
Benchmark Wealth Management
Connecticut
$166M +$8.91M +6% 4.36% 42.7% 51 5.88% 2.7
Reliant Wealth Planning
5189
Reliant Wealth Planning
Kentucky
$166M +$4.44M +3% 4.78% 39.4% 15 46.67% 1.2
Goepper Burkhardt
5190
Goepper Burkhardt
South Carolina
$166M +$12.9M +8% 6.19% 50.4% 67 2.99% 2
Mitchell & Pahl Private Wealth
5191
Mitchell & Pahl Private Wealth
Oklahoma
$166M +$5.99M +4% 3.2% 82.3% 155 5.16% 2.2
Values First Advisors
5192
Values First Advisors
Tennessee
$166M +$8.63M +5% 7.05% 87.6% 370 55.14% 2.2
Leicht Financial Planning & Wealth Management
5193
Leicht Financial Planning & Wealth Management
New Jersey
$166M +$3.11M +2% 4.05% 46.3% 23 26.09% 1.7
ODFS
5194
O'Donnell Financial Services
California
$166M +$109M +195% 6% 61% 25 24% 0.9
STC
5195
Sarah T. Connolly
$165M +$7.8M +5% 7.57% 35% 94 1.06% 2.3
WorthPointe
5196
WorthPointe
California
$165M +$11.4M +7% 5% 59.7% 67 38.81% 0.7
APEIRON Capital Ltd
5197
APEIRON Capital Ltd
Hong Kong
$165M -$13.7M -8% 5.68% 487% 16 43.75% 0.7
Bluestem Financial Advisors
5198
Bluestem Financial Advisors
Illinois
$165M +$2.98M +2% 3.2% 42.2% 26 3.85% 3
Tandem Wealth Advisors
5199
Tandem Wealth Advisors
Arizona
$165M +$4.64M +3% 3.36% 43.1% 50 8% 0.5
MM
5200
MWG Management
British Virgin Islands
$165M +$23.3M +16% 18.5% 59.2% 3 0% 1.7