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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
AIA
5176
Acute Investment Advisory
Arizona
$166M +$13.7M +9% 1.12% 15.3% 15 20%
CF
5177
CNA Financial
Illinois
$166M +$724K +0.4% 7.33% 48.6% 22 40.91%
WA1
5178
Wimmer Associates 1
California
$166M +$9.64M +6% 7.82% 78.9% 106 0.94%
CWA
5179
Carolina Wealth Advisors
South Carolina
$166M -$4.59M -3% 2.43% 57.5% 302 24.5%
BA
5180
Baugh & Associates
Georgia
$166M +$9.6M +6% 4.02% 83.8% 43 6.98%
IVMX
5181
Institutional Venture Management XIV
California
$166M -$4.44M -3% 13.4% 18.1% 3 0%
PP
5182
Praetorian PR
Puerto Rico
$166M +$29M +21% 16% 80.3% 37 64.86%
BCM
5183
Brookmont Capital Management
Texas
$166M +$6.93M +4% 4.29% 36.6% 50 4%
RWA
5184
Rainsberger Wealth Advisors
Colorado
$166M -$2.83M -2% 3.45% 78 17.95%
BWM
5185
Benchmark Wealth Management
Connecticut
$166M +$8.91M +6% 4.36% 42.7% 51 5.88%
RWP
5186
Reliant Wealth Planning
Kentucky
$166M +$4.44M +3% 4.78% 39.4% 15 46.67%
GB
5187
Goepper Burkhardt
South Carolina
$166M +$12.9M +8% 6.19% 50.4% 67 2.99%
MPPW
5188
Mitchell & Pahl Private Wealth
Oklahoma
$166M +$5.99M +4% 3.2% 75.2% 155 5.16%
VFA
5189
Values First Advisors
Tennessee
$166M +$8.63M +5% 7.05% 86.4% 370 55.14%
LFPWM
5190
Leicht Financial Planning & Wealth Management
New Jersey
$166M +$3.11M +2% 4.05% 46.3% 23 26.09%
ODFS
5191
O'Donnell Financial Services
California
$166M +$109M +195% 6% 61% 25 24%
STC
5192
Sarah T. Connolly
$165M +$7.8M +5% 7.57% 35% 94 1.06%
W
5193
WorthPointe
California
$165M +$11.4M +7% 5% 59.7% 67 38.81%
ACL
5194
APEIRON Capital Ltd
Hong Kong
$165M -$13.7M -8% 5.68% 487% 16 43.75%
BFA
5195
Bluestem Financial Advisors
Illinois
$165M +$2.98M +2% 3.2% 39.5% 26 3.85%
TWA
5196
Tandem Wealth Advisors
Arizona
$165M +$4.64M +3% 3.36% 43.1% 50 8%
MM
5197
MWG Management
British Virgin Islands
$165M +$23.3M +16% 18.5% 59.2% 3 0%
KCG
5198
Kinsale Capital Group
Virginia
$165M +$28.2M +21% 5.2% 70.9% 35 8.57%
PHM
5199
Prospect Hill Management
New Jersey
$165M +$25.3M +18% 18.4% 85.1% 15 6.67%
WPW
5200
Watershed Private Wealth
Illinois
$165M +$17.2M +12% 6.67% 71.4% 91 14.29%