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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
$154M +$661K +0.4% 7.21% 93 15.05%
G
6302
Gainplan
Michigan
$154M -$109M -41% 3.03% 93.3% 63 38.1%
PSC
6303
Prentiss Smith & Co
Vermont
$154M +$1.52M +1% 1.35% 63.9% 74 12.16%
WG
6304
Wealth Group
North Carolina
$154M -$354K -0.2% 1.41% 168 11.31%
LWM
6305
Latko Wealth Management
Illinois
$154M -$14.5M -9% 4.22% 31 12.9%
SMTF
6306
Sphera Management Technology Funds
Israel
$154M -$18.7M -11% 10.5% 79 37.97%
KA
6307
Kearns & Associates
California
$154M -$576K -0.4% 3.12% 69.4% 44 6.82%
NAM
6308
NewGen Asset Management
Ontario, Canada
$154M +$43.9M +40% 7.06% 402% 43 60.47%
BWG
6309
Boomfish Wealth Group
Georgia
$154M -$10.7M -7% 2.04% 93 11.83%
PC
6310
Paradoxiom Capital
Connecticut
$154M -$87.9M -36% 12.2% 47 63.83%
VEA
6311
Virtus ETF Advisers
New York
$154M -$90.8M -37% 1.89% 177% 827 85.37%
IFPL
6312
Investments & Financial Planning LLC
Kentucky
$154M -$8.26M -5% 5.83% 63.6% 35 8.57%
FB
6313
First Bancorp
Maine
$154M +$7.76M +5% 1.95% 73.8% 123 4.88%
MLRA
6314
Main Line Retirement Advisors
Montana
$154M +$2.14M +1% 0.29% 44 13.64%
NC
6315
Nightview Capital
Texas
$154M -$84.8M -36% 12.9% 142% 12 50%
QHA
6316
Quarry Hill Advisors
Minnesota
$154M +$5.32M +4% 0.92% 62.5% 46 4.35%
BW
6317
Balance Wealth
Ohio
$154M 1.93% 110
SC
6318
Stephenson & Company
California
$154M +$5.28M +4% 2.96% 40 12.5%
KFP
6319
Keener Financial Planning
Texas
$154M -$15.5M -9% 1.51% 205 21.46%
FA
6320
Fedenia Advisers
Wisconsin
$154M -$16.7M -10% 0.35% 467 77.09%
AC
6321
ASB Consultores
Florida
$154M -$86.3M -36% 3.29% 84.6% 233 56.65%
HP
6322
Harbourvest Partners
Massachusetts
$154M -$48.9M -24% 11.1% 8.96% 23 34.78%
KCM
6323
Knoll Capital Management
Florida
$154M -$1.62M -1% 7.89% 260% 39 17.95%
EFA
6324
Efficient Frontier Advisors
Connecticut
$154M +$2.49M +2% 1.24% 21 19.05%
ACM
6325
AUA Capital Management
Pennsylvania
$154M -$2.15M -1% 1.93% 61.4% 78 2.56%