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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)
KKM Financial
5676
KKM Financial
Illinois
$159M – – 11.7% – 125 – 0
Nova R Wealth
5677
Nova R Wealth
Kansas
$159M +$13.9M +10% 8.89% 60.7% 64 14.06% 1.6
H&H Retirement Design & Management
5678
H&H Retirement Design & Management
Nevada
$159M +$14.2M +10% 8.86% 38.4% 69 26.09% 1.5
MYeCFO
5679
MYeCFO
California
$159M +$14.5M +10% 9.06% 58.5% 52 9.62% 0.8
Pension & Wealth Management Advisors
5680
Pension & Wealth Management Advisors
Massachusetts
$159M +$19.8M +14% 7.97% 49.9% 338 27.81% 0.7
WJ Interests
5681
WJ Interests
Texas
$159M +$14.8M +10% 10.3% 55.2% 18 44.44% 1.1
Pacific Sun Financial
5682
Pacific Sun Financial
California
$158M +$14.1M +10% 12.4% 70.3% 175 5.14% 4.2
Working Capital Advisors (UK)
5683
Working Capital Advisors (UK)
United Kingdom
$158M +$9.6M +6% 7.5% 17.1% 4 25% 1.5
Eagle Bay Advisors
5684
Eagle Bay Advisors
New York
$158M -$57.5M -27% 9.41% 85% 918 14.6% 1.6
AIP
5685
Alapocas Investment Partners
Massachusetts
$158M +$20.9M +15% 16% 58.3% 19 5.26% 1.9
EnCap Energy Capital Fund VIII
5686
EnCap Energy Capital Fund VIII
Texas
$158M -$9.09M -5% 2.76% 6.16% 4 50% 1.2
FOCUS Wealth Advisors
5687
FOCUS Wealth Advisors
Texas
$158M +$13.9M +10% 10.8% 68.7% 64 15.63% 1.6
Bullseye Investment Management
5688
Bullseye Investment Management
Ohio
$158M +$34.9M +28% 6.31% 38.2% 55 50.91% 0.5
RHS Financial
5689
RHS Financial
California
$158M +$15M +10% 7.81% 65.6% 108 19.44% 2.4
FP
5690
Factorial Partners
New York
$158M +$21M +15% 17.2% 88.7% 93 20.43% 3
Blackston Financial Advisory Group
5691
Blackston Financial Advisory Group
Florida
$158M +$14.3M +10% 10.8% 79.8% 101 18.81% 1.5
FountainVest China Capital Partners GP3
5692
FountainVest China Capital Partners GP3
Cayman Islands
$158M +$4.59M +3% 2.99% 96.7% 1 0% 4
Cook Wealth
5693
Cook Wealth
North Carolina
$158M +$27.4M +21% 9.16% 7.36% 61 27.87% 1.1
Syncona Portfolio
5694
Syncona Portfolio
Guernsey
$158M +$90.6M +135% 156% 24% 4 0% 2
Leverty Financial Group
5695
Leverty Financial Group
Wisconsin
$158M +$20M +15% 9.14% 57.3% 36 22.22% 1.3
Beam Wealth Advisors
5696
Beam Wealth Advisors
Louisiana
$158M +$17M +12% 8.73% 69.2% 107 11.21% 2.2
Virtus ETF Advisers
5697
Virtus ETF Advisers
New York
$158M -$7.14M -4% 12.9% 177% 474 18.78% 2.3
Financial Freedom LLC
5698
Financial Freedom LLC
Ohio
$157M +$16.4M +12% 10.4% 76.9% 380 6.58% 0.9
Resource Planning Group
5699
Resource Planning Group
Georgia
$157M +$39.4M +33% 7.82% 1.9% 73 23.29% 3
Kinloch Capital
5700
Kinloch Capital
Virginia
$157M -$2.36M -1% 8.66% 63.4% 79 22.78% 2.1