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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)
Prairie Wealth Advisors
5426
Prairie Wealth Advisors
Nebraska
$202M +$5.06M +3% 4.55% – 157 16.56% 0.4
Diametric Capital
5427
Diametric Capital
Massachusetts
$202M +$18M +10% 9.7% 175% 532 63.72% 0.5
Bluesphere Advisors
5428
Bluesphere Advisors
Pennsylvania
$202M +$6.04M +3% 4.34% 105% 108 18.52% 2.3
APSI
5429
Asset Planning Services Inc
Louisiana
$202M +$12.7M +7% 7.17% 138% 35 0% 5.2
Laidlaw Wealth Management
5430
Laidlaw Wealth Management
New York
$202M +$20.1M +11% 6.64% 150% 201 19.4% 2.3
Sapience Investments
5431
Sapience Investments
California
$202M +$6.43M +3% 7.61% 54.9% 94 18.09% 3.1
KKM Financial
5432
KKM Financial
Illinois
$202M -$8.77M -4% 6.45% – 157 17.2% 0.7
Verger Capital Management
5433
Verger Capital Management
North Carolina
$202M +$5.93M +3% 5.5% 58.3% 14 7.14% 7
New England Professional Planning Group
5434
New England Professional Planning Group
Rhode Island
$202M +$11.7M +6% 6.11% 64.1% 56 19.64% 3.6
BCFD
5435
Boit C.F. David
$202M +$9.9M +5% 7.02% 84.2% 130 3.08% 2.4
Burrus Financial Services
5436
Burrus Financial Services
Utah
$202M +$5.86M +3% 5.49% 31.3% 10 10% 1.8
Paragon Private Wealth Management
5437
Paragon Private Wealth Management
Kentucky
$202M +$24.8M +14% 6.27% 104% 167 10.18% 1.7
Ergawealth Advisors
5438
Ergawealth Advisors
Illinois
$202M +$18M +10% 6.69% 50% 65 12.31% 1.2
Redwood Wealth Management Group
5439
Redwood Wealth Management Group
New Jersey
$202M +$68.9M +52% 3.59% 74.1% 1,239 90.31% 1.1
CC
5440
Checkpoint Capital
California
$202M +$35.7M +22% 23.5% – 19 31.58% 0.5
Colonial River Investments
5441
Colonial River Investments
Virginia
$202M +$15.8M +8% 7.71% 156% 231 31.6% 1.4
Riverwater Partners
5442
Riverwater Partners
Wisconsin
$201M +$66.5M +49% 11.3% 110% 219 21% 1.5
FWG Holdings
5443
FWG Holdings
Florida
$201M +$2.14M +1% 4.74% 91.6% 108 9.26% 2
Bay Rivers Group
5444
Bay Rivers Group
Virginia
$201M +$8.89M +5% 5.69% 166% 85 7.06% 2.7
Pine Harbor Wealth Management
5445
Pine Harbor Wealth Management
Maryland
$201M +$31M +18% 4.17% – 104 9.62% 0.7
Retirement Planning Company of New England
5446
Retirement Planning Company of New England
Rhode Island
$201M +$17.2M +9% 7.78% 125% 232 9.05% 2.1
Hutner Capital Management
5447
Hutner Capital Management
Vermont
$201M +$18.5M +10% 10.6% 52.2% 45 2.22% 6.3
I2I
5448
Insight 2811 Inc
Illinois
$201M +$8.27M +4% 4.96% 30.8% 91 7.69% 4.3
NewGen Asset Management
5449
NewGen Asset Management
Ontario, Canada
$201M -$29.3M -13% 10.8% 402% 41 58.54% 0.5
LWMI
5450
Landmark Wealth Management (Illinois)
Illinois
$201M +$19.1M +11% 6.4% – 42 2.38% 0.3