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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
FIS
6551
Fischer Investment Strategies
California
$136M +$9.97M +8% 0.49% 81% 38 44.74%
BCM
6552
Beaumont Capital Management
Massachusetts
$136M +$6.01M +5% 0.62% 40.9% 75 56%
SI
6553
Stonekeep Investments
New Mexico
$136M +$1.31M +1% 1.89% 63 12.7%
FS
6554
Financially Speaking
Colorado
$136M -$11.6M -8% 0.76% 195 67.69%
BAM
6555
Byrne Asset Management
New Jersey
$136M -$6.68M -5% 2.16% 116% 610 33.28%
MCA
6556
Millennium Capital Advisors
Arkansas
$135M -$11M -8% 4.98% 114% 121 9.09%
AIC
6557
Allodium Investment Consultants
Minnesota
$135M +$15.7M +13% 0.91% 48 6.25%
SWM
6558
Schwallier Wealth Management
Michigan
$135M +$3.99M +3% 0.77% 53 35.85%
AWP
6559
Axis Wealth Partners
Rhode Island
$135M +$16.7M +14% 0.55% 140 7.14%
CWM
6560
Cadence Wealth Management
Massachusetts
$135M -$15.7M -10% 9.31% 63.6% 47 4.26%
SA
6561
SFI Advisors
New Jersey
$135M -$7.17M -5% 4.02% 82.9% 93 34.41%
BFP
6562
Brewster Financial Planning
New York
$135M +$3.26M +2% 0.01% 40.8% 28 17.86%
APW
6563
Atlantic Private Wealth
North Carolina
$135M +$2.51M +2% 2.27% 46.2% 228 22.37%
SC
6564
Stance Capital
Massachusetts
$135M -$26.2M -16% 0.34% 281 88.26%
DWA
6565
Dougherty Wealth Advisers
Minnesota
$135M +$6.25M +5% 3.16% 67.5% 111 2.7%
SG
6566
Stanich Group
New York
$135M +$1.38M +1% 2.66% 52 7.69%
NWM
6567
NRI Wealth Management
California
$135M -$9.72M -7% 6.83% 28 17.86%
OWA
6568
Oak Wealth Advisors
Illinois
$135M +$5.16M +4% 0.59% 59 11.86%
BBA
6569
Braun-Bostich & Associates
Pennsylvania
$135M -$3.62M -3% 0.75% 59.5% 118 14.41%
JKSF
6570
John & Kathleen Schreiber Foundation
Illinois
$135M -$37M -22% 16.3% 36.3% 7 42.86%
FFP
6571
Forbes Financial Planning
Rhode Island
$135M -$71.4M -35% 1.31% 46.7% 33 12.12%
VWA
6572
VERITY Wealth Advisors
United States
$135M -$3.62M -3% 0.98% 59.9% 73 2.74%
PCP
6573
Perbak Capital Partners
United Kingdom
$135M -$52.3M -28% 2.04% 227 85.9%
WAM
6574
WealthTrust Asset Management
Florida
$135M -$4.35M -3% 1.98% 97.9% 103 29.13%
LIM
6575
Lancaster Investment Management
United Kingdom
$135M +$21.9M +19% 7.13% 18% 6 16.67%