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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
IFPL
6151
Investments & Financial Planning LLC
Kentucky
$134M +$21.4M +19% 10.7% 63.6% 35 14.29%
VIA
6152
Virtus Investment Advisers
Connecticut
$134M -$13.5M -9% 13.9% 172% 388 48.45%
PRI
6153
Prepared Retirement Institute
Pennsylvania
$133M 7.87% 75
ICP
6154
Interchange Capital Partners
Pennsylvania
$133M +$7.68M +6% 12.5% 79.6% 162 15.43%
HWP
6155
Hibernia Wealth Partners
Louisiana
$133M +$4.26M +3% 6.87% 34.4% 364 84.89%
KL
6156
KilterHowling LLC
Colorado
$133M +$19.8M +17% 8.71% 51.3% 53 22.64%
MWM
6157
Meritas Wealth Management
California
$133M +$2.83M +2% 15.8% 63% 52 23.08%
DFA
6158
DHK Financial Advisors
New Hampshire
$133M +$21.1M +19% 9.97% 46.1% 71 15.49%
BC
6159
Barnett & Company
Tennessee
$133M +$5.3M +4% 8.46% 65.9% 78 6.41%
BAM
6160
Boyar Asset Management
New York
$133M +$5.88M +5% 13.1% 75.5% 83 7.23%
BCPE
6161
Bain Capital Public Equity
Massachusetts
$133M +$2.89M +2% 16.9% 169% 43 62.79%
GIM
6162
Greenwich Investment Management
Connecticut
$133M +$6.93M +5% 5.13% 43 11.63%
IIM
6163
InTrack Investment Management
Vermont
$133M +$19.5M +17% 11.4% 84.9% 143 19.58%
GHA
6164
Granite Harbor Advisors
Texas
$133M +$8.71M +7% 9.68% 61.5% 80 13.75%
ACMA
6165
Arbor Capital Management (Alaska)
Alaska
$133M +$20.8M +19% 8.47% 62.7% 111 18.02%
FF
6166
Financial Futures
New Jersey
$133M +$10.7M +9% 8.95% 45% 54 27.78%
GC
6167
Grizzlyrock Capital
Illinois
$133M 9.3% 20
BA
6168
Ballew Advisors
Mississippi
$133M +$11.6M +10% 9.65% 62.3% 104 12.5%
WCM
6169
Washburn Capital Management
Florida
$133M +$14.6M +12% 12.8% 117% 52 25%
FF
6170
Farrow Financial
Vermont
$133M 11.8% 51
HLAM
6171
Hidden Lake Asset Management
New York
$133M +$48.9M +58% 16.5% 850% 23 78.26%
AWA
6172
Archvest Wealth Advisors
California
$133M +$9.89M +8% 7.39% 47.8% 59 20.34%
AFM
6173
Armstrong Fleming & Moore
District of Columbia
$133M +$29.6M +29% 14.2% 124% 93 13.98%
PWM
6174
Partnership Wealth Management
Maryland
$133M 9.34% 210
PCP
6175
Pacific Capital Partners
$133M -$32.8M -20% 9.65% 49.8% 59 5.08%