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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
MPWS
6101
McCarter Private Wealth Services
Massachusetts
$158M 3.92% 102
IFPL
6102
Investments & Financial Planning LLC
Kentucky
$158M +$8.96M +6% 6.38% 63.6% 34 5.88%
KWAG
6103
Kiely Wealth Advisory Group
North Carolina
$158M -$23.7M -13% 4.4% 315 4.76%
MP
6104
MSD Partners
New York
$158M -$864M -85% 6.17% 3.5% 19 15.79%
OCA
6105
Otter Creek Advisors
Florida
$158M +$3.58M +2% 14.8% 173% 40 15%
WDC
6106
Woodward Diversified Capital
California
$158M -$12.9M -8% 6.9% 107% 166 7.83%
AWA
6107
Archvest Wealth Advisors
California
$158M +$6.68M +4% 5.92% 47.8% 78 28.21%
GITFIT
6108
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$157M +$3.67M +2% 2.6% 105% 124 2.42%
KCM
6109
Kerusso Capital Management
North Carolina
$157M +$19.7M +14% 9.19% 60 15%
RFS
6110
Richardson Financial Services
Massachusetts
$157M +$18.5M +13% 6.12% 600 2%
AI
6111
Aflac Inc
Georgia
$157M +$45.6M +41% 41.5% 28.8% 4 0%
BFA
6112
Bright Financial Advisors
Michigan
$157M +$15.5M +11% 6.83% 54 11.11%
CIA
6113
Cascade Investment Advisors
Oregon
$157M +$8.93M +6% 7.9% 71.4% 119 13.45%
KFO
6114
Kopp Family Office
Minnesota
$157M -$4.17M -3% 6.84% 34% 23 13.04%
TIA
6115
Trust Investment Advisors
Indiana
$157M -$341K -0.2% 5.11% 167% 144 38.19%
HWM
6116
HFG Wealth Management
Texas
$157M -$97 -0% 4.08% 40 0%
HP
6117
Hyperion Partners
Pennsylvania
$157M +$16.6M +12% 8.03% 76 10.53%
GHP
6118
Great Hill Partners
Massachusetts
$157M +$9.62M +7% 6.54% 24% 1 0%
PCM
6119
Presidio Capital Management
California
$156M +$13.4M +9% 6.69% 56.1% 72 19.44%
PWM
6120
Peterson Wealth Management
Nevada
$156M -$5.5M -3% 5.07% 78% 54 16.67%
LIA
6121
LifePlan Investment Advisors
North Carolina
$156M +$17.7M +13% 6.77% 60.9% 93 9.68%
EECFV
6122
EnCap Energy Capital Fund VIII
Texas
$156M -$4.1M -3% 1.93% 6.16% 3 0%
CTFG
6123
Capstone Triton Financial Group
Oklahoma
$156M +$13.8M +10% 6.59% 111 14.41%
ROTUOC
6124
Regents of the University of California
California
$156M -$26.7M -15% 8.6% 86.1% 8 87.5%
RA
6125
Rosalind Advisors
Ontario, Canada
$156M +$26.2M +20% 19.8% 44 36.36%