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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
UIA
5801
Ulland Investment Advisors
Minnesota
$133M -$23.4M -15% 6.64% 154% 278 24.46%
FCFC
5802
First Citizens Financial Corp
Iowa
$133M -$3.6M -3% 3.4% 68.1% 108 7.41%
PCMM
5803
Piedmont Capital Management (Montana)
Montana
$133M +$5.86M +5% 0.79% 94% 50 28%
IAP
5804
Indie Asset Partners
Indiana
$133M -$4.68M -3% 2.18% 119% 133 12.03%
BIA
5805
Benchmark Investment Advisors
Illinois
$133M +$11.7M +10% 6.05% 161 44.72%
LAI
5806
Legal Advantage Investments
California
$133M -$14.4M -10% 8.55% 105% 85 15.29%
RF
5807
Robbins Farley
New Hampshire
$133M -$2.44M -2% 6.42% 98.2% 193 40.93%
PWMG
5808
Pinnacle Wealth Management Group
Michigan
$133M -$2.02M -1% 0.96% 55.7% 136 25%
NVCHI
5809
New Vernon Capital Holdings II
New Jersey
$133M -$78.6M -37% 5.47% 114% 19 31.58%
ACM
5810
Agincourt Capital Management
Virginia
$133M -$2.61M -2% 5.27% 0.36% 4 0%
TWM
5811
Tanager Wealth Management
United Kingdom
$133M +$262K +0.2% 4.57% 48.1% 43 11.63%
WAC
5812
William Allan Corp
Colorado
$133M -$7.98M -6% 5.88% 84.7% 94 52.13%
WIM
5813
Wilen Investment Management
Florida
$133M +$1.62M +1% 13.7% 79.9% 96 10.42%
RFO
5814
RiverGlades Family Offices
Florida
$133M -$5.49M -4% 2.66% 85 8.24%
LA
5815
Lakeside Advisors
Washington
$132M -$3.12M -2% 1.01% 63.2% 59 8.47%
MA
5816
MKT Advisors
California
$132M +$4.8M +4% 2.9% 49.2% 155 16.13%
MBFW
5817
Morton Brown Family Wealth
Pennsylvania
$132M +$1.84M +1% 4.39% 50% 232 38.36%
TOTUOP
5818
Trustees of The University of Pennsylvania
Pennsylvania
$132M -$113M -46% 10.6% 6 16.67%
WAL
5819
W Advisors LLC
Tennessee
$132M -$1.87M -1% 1.68% 73.8% 120 21.67%
WF
5820
Williams Financial
Vermont
$132M -$281K -0.2% 4.04% 28.5% 36 16.67%
RTL
5821
Red Tortoise LLC
Georgia
$132M -$12.4M -9% 4.58% 43.7% 67 7.46%
PSC
5822
Piper Sandler & Co
Minnesota
$132M -$6.67M -5% 3.75% 0.04% 42 69.05%
FWP
5823
Firethorn Wealth Partners
Georgia
$132M -$1.56M -1% 3.1% 67.1% 166 32.53%
HBT
5824
Heartland Bank & Trust
Illinois
$132M -$3.1M -2% 3.94% 105% 138 14.49%
3C
5825
325 Capital
New York
$132M +$29.9M +29% 8.57% 226% 10 20%