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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
BI
6476
Beckerman Institutional
New Jersey
$170M +$19.3M +13% 6.4% 118 11.02%
MGWA
6477
Monument Group Wealth Advisors
Massachusetts
$170M +$11M +7% 7.17% 54 16.67%
BFG
6478
Birch Financial Group
New Hampshire
$170M +$44.7M +36% 7.96% 136 19.12%
BWM
6479
BankPlus Wealth Management
Mississippi
$170M +$19.1M +13% 6.29% 109 8.26%
CF
6480
CNA Financial
Illinois
$170M -$25.1M -13% 1.71% 48.6% 15 26.67%
HC
6481
Hara Capital
Washington
$170M +$8.35M +5% 12.2% 341 17.3%
AC
6482
Attessa Capital
Arizona
$170M +$13.4M +9% 6.66% 39 20.51%
ACM
6483
Ategra Capital Management
Virginia
$170M +$43.2M +34% 7.41% 114% 27 25.93%
BFS
6484
Beacon Financial Strategies
North Carolina
$169M +$10.3M +6% 5.56% 50.4% 42 11.9%
CP
6485
Camelot Portfolios
Ohio
$169M +$2.11M +1% 7.06% 41.3% 221 14.48%
RCM
6486
Rockbridge Capital Management
Virginia
$169M -$6.26M -4% 3.59% 29 6.9%
VIG
6487
Vienna Insurance Group
Poland
$169M +$10.3M +6% 14.1% 188% 93 77.42%
CAIMH
6488
Central Asset Investments & Management Holdings
Hong Kong
$169M +$26.3M +18% 35.6% 3,210% 67 47.76%
TFA
6489
Tranquilli Financial Advisor
New Jersey
$169M +$7.74M +5% 5.81% 55.1% 124 12.1%
GWMI
6490
Guardian Wealth Management (Illinois)
Illinois
$169M +$19M +13% 9.89% 103% 65 12.31%
SFB
6491
STAR Financial Bank
Indiana
$169M +$11.4M +7% 5.85% 53.4% 126 19.84%
BU
6492
Brown University
Rhode Island
$169M +$27.1M +19% 1.22% 37.9% 10 30%
JRCM
6493
Jones Road Capital Management
New York
$169M -$67.4M -28% 9.3% 88.5% 28 39.29%
LWA
6494
Ledgewood Wealth Advisors
New Hampshire
$169M +$10.3M +6% 6.22% 76 10.53%
BVC
6495
Bright Valley Capital
Hong Kong
$169M +$27.3M +19% 7.96% 17 58.82%
AFS
6496
Anderson Financial Strategies
Ohio
$169M +$12.5M +8% 5.8% 46 28.26%
BIG
6497
Bush Investment Group
Georgia
$169M +$19.8M +13% 7.92% 38 7.89%
SWR
6498
Spahn Wealth & Retirement
Arizona
$169M +$13.2M +8% 11.3% 38 13.16%
PBBUPS
6499
PKO BP Bankowy Universal Pension Society
Poland
$169M +$22.9M +16% 13.1% 15 26.67%
CWI
6500
Conscious Wealth Investments
Florida
$169M +$12.1M +8% 6.62% 58 6.9%