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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
LP
5426
LGL Partners
Pennsylvania
$225M +$18M +9% 8.69% 68.9% 59 13.56%
PBC
5427
Pavion Blue Capital
California
$225M +$15.4M +7% 9.65% 77.6% 106 7.55%
BWM
5428
Benchmark Wealth Management
Connecticut
$225M +$18.3M +9% 6.73% 42.7% 73 12.33%
AWM
5429
Avaii Wealth Management
Wisconsin
$225M +$37.8M +20% 13.3% 96% 142 19.72%
FI
5430
FIDELIS iM
Oregon
$225M +$8.92M +4% 6.05% 40.1% 24 16.67%
AA
5431
AJ Advisors
Tennessee
$225M +$29.4M +15% 8.97% 59.8% 38 13.16%
CPW
5432
Catalyst Private Wealth
California
$225M +$19.5M +9% 11.3% 103% 85 15.29%
TAM
5433
Tealwood Asset Management
Minnesota
$225M +$8.71M +4% 8.51% 121% 137 16.06%
EF
5434
Exeter Financial
Arizona
$225M +$1.75M +0.8% 4.18% 50.4% 93 5.38%
BWA
5435
BlueChip Wealth Advisors
Georgia
$225M +$21M +10% 7.08% 171 12.87%
CCA
5436
Cora Capital Advisors
New Jersey
$225M +$16M +8% 8.57% 70.5% 116 12.07%
SFG
5437
Socha Financial Group
New York
$225M +$20M +10% 13.8% 81.5% 26 26.92%
RPCONE
5438
Retirement Planning Company of New England
Rhode Island
$225M +$23.7M +12% 12.5% 117% 242 9.5%
NS
5439
Night Squared
New York
$224M +$55.3M +33% 20.5% 73 65.75%
COA
5440
Charter Oak Advisors
New York
$224M +$84.1M +60% 21.8% 15 6.67%
IAM
5441
Infusive Asset Management
New York
$224M +$8.83M +4% 10.7% 33.8% 43 37.21%
ACM
5442
Accent Capital Management
Ohio
$224M +$51.2M +30% 17.3% 433 33.95%
MWM
5443
McNaughton Wealth Management
California
$224M +$18.2M +9% 8.3% 50.3% 78 12.82%
BC
5444
Bowman & Company
Wisconsin
$224M +$20.5M +10% 9.95% 59.7% 117 14.53%
MAWCM
5445
Mine & Arao Wealth Creation & Management
California
$224M +$19M +9% 11.8% 92% 77 6.49%
FFL
5446
Future Fund LLC
Illinois
$224M +$146M +188% 16.2% 93.1% 181 61.88%
FFC
5447
First Financial Corp
Indiana
$224M +$17.1M +8% 10.6% 88.3% 345 9.28%
BF
5448
Brogan Financial
Tennessee
$224M +$18M +9% 6.69% 46.4% 62 8.06%
WF
5449
Wayfinding Financial
Washington
$224M -$4.64M -2% 11.5% 68.3% 744 80.51%
AWA
5450
Adapt Wealth Advisors
Georgia
$224M +$18.6M +9% 7.13% 63 9.52%