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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
VIA
6051
Virtus Investment Advisers
Connecticut
$134M -$13.5M -9% 13.9% 131% 388 48.45%
PRI
6052
Prepared Retirement Institute
Pennsylvania
$133M 7.87% 75
ICP
6053
Interchange Capital Partners
Pennsylvania
$133M +$7.68M +6% 12.5% 79.6% 162 15.43%
HWP
6054
Hibernia Wealth Partners
Louisiana
$133M +$4.26M +3% 6.87% 34.4% 364 84.89%
KL
6055
KilterHowling LLC
Colorado
$133M +$19.8M +17% 8.71% 42.1% 53 22.64%
MWM
6056
Meritas Wealth Management
California
$133M +$2.83M +2% 15.8% 63% 52 23.08%
DFA
6057
DHK Financial Advisors
New Hampshire
$133M +$21.1M +19% 9.97% 46.1% 71 15.49%
BC
6058
Barnett & Company
Tennessee
$133M +$5.3M +4% 8.46% 50.8% 78 6.41%
BAM
6059
Boyar Asset Management
New York
$133M +$5.88M +5% 13.1% 58.4% 83 7.23%
BCPE
6060
Bain Capital Public Equity
Massachusetts
$133M +$2.89M +2% 16.9% 169% 43 62.79%
GIM
6061
Greenwich Investment Management
Connecticut
$133M +$6.93M +5% 5.13% 43 11.63%
IIM
6062
InTrack Investment Management
Vermont
$133M +$19.5M +17% 11.4% 84.9% 143 19.58%
GHA
6063
Granite Harbor Advisors
Texas
$133M +$8.71M +7% 9.68% 55.4% 80 13.75%
ACMA
6064
Arbor Capital Management (Alaska)
Alaska
$133M +$20.8M +19% 8.47% 56.6% 111 18.02%
FF
6065
Financial Futures
New Jersey
$133M +$10.7M +9% 8.95% 45% 54 27.78%
GC
6066
Grizzlyrock Capital
Illinois
$133M 9.3% 20
BA
6067
Ballew Advisors
Mississippi
$133M +$11.6M +10% 9.65% 62.3% 104 12.5%
WCM
6068
Washburn Capital Management
Florida
$133M +$14.6M +12% 12.8% 117% 52 25%
FF
6069
Farrow Financial
Vermont
$133M 11.8% 51
HLAM
6070
Hidden Lake Asset Management
New York
$133M +$48.9M +58% 16.5% 342% 23 78.26%
AWA
6071
Archvest Wealth Advisors
California
$133M +$9.89M +8% 7.39% 47.8% 59 20.34%
AFM
6072
Armstrong Fleming & Moore
District of Columbia
$133M +$29.6M +29% 14.2% 114% 93 13.98%
PWM
6073
Partnership Wealth Management
Maryland
$133M 9.34% 210
PCP
6074
Pacific Capital Partners
$133M -$32.8M -20% 9.65% 59 5.08%
BAM
6075
BTS Asset Management
Massachusetts
$133M -$22M -14% 5.21% 8.06% 45 64.44%