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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
WDC
6051
Woodward Diversified Capital
California
$158M -$12.9M -8% 6.9% 107% 166 7.83%
AWA
6052
Archvest Wealth Advisors
California
$158M +$6.68M +4% 5.92% 47.8% 78 28.21%
GITFIT
6053
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$157M +$3.67M +2% 2.6% 105% 124 2.42%
KCM
6054
Kerusso Capital Management
North Carolina
$157M +$19.7M +14% 9.19% 60 15%
RFS
6055
Richardson Financial Services
Massachusetts
$157M +$18.5M +13% 6.12% 600 2%
AI
6056
Aflac Inc
Georgia
$157M +$45.6M +41% 41.5% 28.8% 4 0%
BFA
6057
Bright Financial Advisors
Michigan
$157M +$15.5M +11% 6.83% 54 11.11%
CIA
6058
Cascade Investment Advisors
Oregon
$157M +$8.93M +6% 7.9% 71.4% 119 13.45%
KFO
6059
Kopp Family Office
Minnesota
$157M -$4.17M -3% 6.84% 34% 23 13.04%
TIA
6060
Trust Investment Advisors
Indiana
$157M -$341K -0.2% 5.11% 167% 144 38.19%
HWM
6061
HFG Wealth Management
Texas
$157M -$97 -0% 4.08% 40 0%
HP
6062
Hyperion Partners
Pennsylvania
$157M +$16.6M +12% 8.03% 76 10.53%
GHP
6063
Great Hill Partners
Massachusetts
$157M +$9.62M +7% 6.54% 24% 1 0%
PCM
6064
Presidio Capital Management
California
$156M +$13.4M +9% 6.69% 56.1% 72 19.44%
PWM
6065
Peterson Wealth Management
Nevada
$156M -$5.5M -3% 5.07% 78% 54 16.67%
LIA
6066
LifePlan Investment Advisors
North Carolina
$156M +$17.7M +13% 6.77% 60.9% 93 9.68%
EECFV
6067
EnCap Energy Capital Fund VIII
Texas
$156M -$4.1M -3% 1.93% 6.16% 3 0%
CTFG
6068
Capstone Triton Financial Group
Oklahoma
$156M +$13.8M +10% 6.59% 111 14.41%
ROTUOC
6069
Regents of the University of California
California
$156M -$26.7M -15% 8.6% 86.1% 8 87.5%
RA
6070
Rosalind Advisors
Ontario, Canada
$156M +$26.2M +20% 19.8% 44 36.36%
ADMI
6071
Albert D. Mason Inc
Massachusetts
$156M +$8.17M +6% 7.36% 82% 149 4.7%
PSC
6072
Prentiss Smith & Co
Vermont
$156M +$12.7M +9% 7.22% 63.9% 72 11.11%
FOFP
6073
Fee-Only Financial Planning
South Carolina
$156M +$7.55M +5% 6.71% 65.9% 41 4.88%
AIM
6074
Aurora Investment Managers
Florida
$156M +$16.6M +12% 11.5% 47% 50 12%
GIS
6075
Graphene Investments SAS
France
$156M -$3.19M -2% 4.26% 86.5% 50 20%