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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
BRIA
6551
Balanced Rock Investment Advisors
Massachusetts
$119M +$1.72M +1% 0.15% 90 3.33%
BFP
6552
Brewster Financial Planning
New York
$119M +$2.62M +2% 0.1% 40.8% 19 15.79%
SPWG
6553
Sage Private Wealth Group
Illinois
$119M -$5.99M -5% 0.45% 56.7% 92 16.3%
ACP
6554
Acuta Capital Partners
California
$119M -$35.2M -23% 1.17% 7,472% 42 42.86%
LG
6555
LAM Group
Oregon
$119M -$4.01M -3% 0.55% 54.3% 134 8.21%
OC
6556
Opinicus Capital
Florida
$119M +$5.81M +5% 5.88% 104 11.54%
DIM
6557
DC Investments Management
Virginia
$119M -$4.81M -4% 3.58% 44.7% 93 9.68%
DWAM
6558
Duncan Williams Asset Management
Tennessee
$119M +$7.64M +7% 2.27% 71 15.49%
IA
6559
IFS Advisors
Kansas
$119M +$4.02M +4% 2.2% 47.6% 157 3.18%
SERBOO
6560
School Employees Retirement Board of Ohio
Ohio
$119M 0.73% 2
KWM
6561
Koa Wealth Management
California
$118M +$7.4M +7% 3.72% 50 6%
VIA
6562
Virtus Investment Advisers
Connecticut
$118M -$21.6M -15% 5.41% 131% 381 24.41%
WCM
6563
Washington Capital Management
Washington
$118M -$5.25M -4% 0.19% 76.9% 118 21.19%
SW
6564
Schulz Wealth
Texas
$118M +$1.09M +0.9% 1.81% 58 3.45%
MCM
6565
Moon Capital Management
New York
$118M +$18.5M +19% 2.24% 95.6% 20 50%
BWA
6566
Blodgett Wealth Advisors
California
$118M +$7.19M +6% 12.4% 112% 66 13.64%
DM
6567
Diker Management
New York
$118M -$4.89M -4% 6.38% 151% 40 20%
BTC
6568
Bank & Trust Company
Illinois
$118M 1.33% 287
EB
6569
Exchange Bank
California
$118M -$4.01M -3% 1.51% 67.1% 116 7.76%
SV
6570
Sapphire Ventures
Texas
$118M -$16.7M -12% 12% 20.2% 6 0%
TC
6571
Travelers Companies
Minnesota
$117M -$49.7M -30% 16.3% 2 50%
MWM
6572
Mosley Wealth Management
California
$117M +$10.9M +10% 2.96% 111 22.52%
TA
6573
TPG Advisors
Illinois
$117M 2% 84
SC
6574
Schubert & Co
Texas
$117M $0 0% 0.35% 45.4% 32 0%
PWP
6575
PrairieView Wealth Partners
Illinois
$117M +$7.15M +6% 0.76% 20 25%