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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
BIA
6301
Benchmark Investment Advisors
Illinois
$138M +$11.4M +9% 13.3% 98 17.35%
SH
6302
SeaTown Holdings
Singapore
$138M -$19.9M -13% 9% 220% 22 63.64%
MF
6303
Meridian Financial
Massachusetts
$138M +$4.07M +3% 0.13% 52.8% 125 7.2%
VF
6304
VitalStone Financial
Texas
$138M +$7.06M +5% 3.71% 606 31.35%
LWA
6305
Lantern Wealth Advisors
New York
$138M -$4.41M -3% 2.11% 139 14.39%
CIA
6306
Cladis Investment Advisory
Montana
$138M +$1.6M +1% 4.76% 131% 147 13.61%
RFA
6307
ROI Financial Advisors
Oregon
$138M +$10.6M +8% 10.5% 66 7.58%
KCM
6308
Kerusso Capital Management
North Carolina
$138M 1.79% 54
KDIA
6309
KPCB DGF II Associates
California
$138M -$21.4M -13% 13.4% 2.08% 2 0%
BWIA
6310
Bryant Woods Investment Advisors
New York
$137M -$32M -19% 2.75% 66.3% 48 16.67%
MCM
6311
McDonough Capital Management
Florida
$137M +$10.7M +8% 8.83% 98.1% 46 8.7%
TFP
6312
Traction Financial Partners
Wyoming
$137M +$9.3M +7% 0.39% 57 7.02%
BFM
6313
Broadview Financial Management
Wisconsin
$137M -$22.3K -0% 0.2% 52.4% 41 4.88%
EWM
6314
Endowment Wealth Management
Wisconsin
$137M +$3.71M +3% 0.41% 66.3% 136 7.35%
LTL
6315
Lowery Thomas LLC
California
$137M +$6.43M +5% 3.74% 74.7% 47 4.26%
1M
6316
13D Management
New York
$137M -$26.7M -16% 6.45% 157% 31 41.94%
GWM
6317
Greenhouse Wealth Management
Connecticut
$137M +$3.54M +3% 2.98% 78.8% 60 6.67%
WAM
6318
WealthTrust Asset Management
Florida
$137M +$5.62M +4% 6.01% 97.9% 99 25.25%
MSK
6319
Melissa S. Kampmann
$137M -$2.17M -2% 0.43% 70.4% 40 2.5%
ICMARC
6320
International City Management Association Retirement Corp
District of Columbia
$137M +$17.2M +14% 0.09% 42.9% 8 50%
CWM
6321
Comprehensive Wealth Management
Washington
$137M +$8.38M +7% 0.71% 36.9% 44 63.64%
PF
6322
Penney Financial
Texas
$137M +$1.32M +1% 1.17% 34 2.94%
SSCM
6323
Spectrum Strategic Capital Management
Oregon
$137M +$5.59M +4% 4.25% 26 0%
VH
6324
Visionary Horizons
Tennessee
$137M +$7.96M +6% 1.22% 85 11.76%
GCCM
6325
Gate City Capital Management
Illinois
$137M +$2.94M +2% 1.07% 17 35.29%