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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
MAMNY
5351
Marathon Asset Management (New York)
New York
$203M +$91M +81% 40.7% 28.4% 12 41.67%
MLA
5352
MB, Levis & Associates
Pennsylvania
$203M +$12.6M +7% 6.25% 40% 299 5.69%
TA
5353
TKG Advisors
Indiana
$203M +$18.4M +10% 7.16% 104% 110 25.45%
WP
5354
Wealthspan Partners
Iowa
$203M +$21.4M +12% 6.89% 59.1% 107 3.74%
SAM
5355
Sequent Asset Management
Texas
$203M +$3.83M +2% 2.33% 51.3% 100 16%
DI
5356
Disciplined Investments
Oklahoma
$203M +$14.7M +8% 5.27% 41.9% 126 10.32%
FCB
5357
First County Bank
Connecticut
$203M +$8.08M +4% 7.86% 89.1% 166 10.24%
CCM
5358
Colorado Capital Management
Colorado
$203M +$23.2M +13% 6.66% 53.4% 98 4.08%
BWM
5359
Benchmark Wealth Management
Connecticut
$202M +$14.8M +8% 5.92% 42.7% 55 9.09%
MCP
5360
Martin Capital Partners
Oregon
$202M -$45.2M -18% 7.45% 35.2% 72 5.56%
PWA
5361
Prairie Wealth Advisors
Nebraska
$202M +$5.06M +3% 4.55% 157 16.56%
DC
5362
Diametric Capital
Massachusetts
$202M +$18M +10% 9.7% 135% 532 63.72%
BA
5363
Bluesphere Advisors
Pennsylvania
$202M +$6.04M +3% 4.34% 81.4% 108 18.52%
APSI
5364
Asset Planning Services Inc
Louisiana
$202M +$12.7M +7% 7.17% 117% 35 0%
LWM
5365
Laidlaw Wealth Management
New York
$202M +$20.1M +11% 6.64% 116% 201 19.4%
SI
5366
Sapience Investments
California
$202M +$6.43M +3% 7.61% 54.9% 94 18.09%
KF
5367
KKM Financial
Illinois
$202M -$8.77M -4% 6.45% 157 17.2%
VCM
5368
Verger Capital Management
North Carolina
$202M +$5.93M +3% 5.5% 53.1% 14 7.14%
NEPPG
5369
New England Professional Planning Group
Rhode Island
$202M +$11.7M +6% 6.11% 59% 56 19.64%
BCFD
5370
Boit C.F. David
$202M +$9.92M +5% 7.02% 66.7% 130 3.08%
BFS
5371
Burrus Financial Services
Utah
$202M +$5.86M +3% 5.49% 30.2% 10 10%
PPWM
5372
Paragon Private Wealth Management
Kentucky
$202M +$24.8M +14% 6.27% 93.9% 167 10.18%
EA
5373
Ergawealth Advisors
Illinois
$202M +$18M +10% 6.69% 38.1% 65 12.31%
RWMG
5374
Redwood Wealth Management Group
New Jersey
$202M +$68.9M +52% 3.59% 74.1% 1,239 90.31%
CC
5375
Checkpoint Capital
California
$202M +$35.7M +22% 23.5% 19 31.58%