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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
BFP
6001
Beacon Financial Planning
Massachusetts
$118M +$11M +10% 8.14% 58.7% 31 19.35%
TOTSC
6002
Trustees of the Smith College
Massachusetts
$118M -$16.1M -12% 1.34% 5 0%
FU
6003
Fairfield University
Connecticut
$118M +$3.47M +3% 4.49% 48% 4 0%
WCM
6004
Washington Capital Management
Washington
$118M +$5.32M +5% 3.61% 76.9% 121 24.79%
GIM
6005
Guardian Investment Management
California
$118M -$15.9M -12% 7.32% 89.7% 58 12.07%
DFA
6006
DHK Financial Advisors
New Hampshire
$118M +$37M +46% 3.94% 46.1% 62 33.87%
IWP
6007
Innova Wealth Partners
Pennsylvania
$117M +$3.31M +3% 5.68% 68% 62 27.42%
MVP
6008
Medina Value Partners
California
$117M +$7.48K +0% 10.6% 78.1% 19 57.89%
BFM
6009
Broadview Financial Management
Wisconsin
$117M +$2.55M +2% 4.67% 41.8% 42 7.14%
OFA
6010
Onyx Financial Advisors
Idaho
$117M +$8.37M +8% 4.68% 52.5% 11 9.09%
MFFIA
6011
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$117M -$768K -0.7% 2.89% 81.2% 64 7.81%
OW
6012
Olistico Wealth
Oklahoma
$117M +$12.7M +12% 10.2% 95.8% 117 22.22%
PIP
6013
PB Investment Partners
California
$117M +$3.07M +3% 10.7% 73.3% 12 16.67%
KFS
6014
Kaizen Financial Strategies
California
$117M +$15.5M +15% 10.4% 90.5% 122 22.95%
KL
6015
KilterHowling LLC
Colorado
$117M +$14.4M +14% 4.5% 42.1% 54 5.56%
CAM
6016
Costello Asset Management
Pennsylvania
$117M +$19.6M +20% 5.02% 55% 221 14.48%
SCA
6017
Sassicaia Capital Advisers
New York
$117M +$1.63M +1% 29.6% 1,930% 56 76.79%
HIA
6018
Harvest Investment Advisors
Florida
$117M +$4.37M +4% 5.66% 54 3.7%
DAM
6019
Doheny Asset Management
California
$117M +$5.3M +5% 8.98% 121% 75 6.67%
NED
6020
Nancy E. Dempze
$117M +$6.72M +6% 7.39% 59.1% 65 3.08%
JWM
6021
Jupiter Wealth Management
Colorado
$116M +$7.82M +7% 7.42% 85.9% 72 13.89%
NLVP
6022
New Leaf Venture Partners
New York
$116M -$4.58M -4% 8.17% 17.1% 17 17.65%
BAM
6023
Broadcrest Asset Management
Florida
$116M +$1.32M +1% 4.96% 54.1% 7 14.29%
LC
6024
Lakehouse Capital
Australia
$116M +$3.2M +3% 13.7% 47.2% 13 0%
MSA
6025
McAlister Sweet & Associates
Texas
$116M +$25.3M +28% 7.88% 75.8% 40 35%