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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
NBT
6626
Northwest Bank & Trust
Iowa
$111M 12.6% 197
GL
6627
Gerber LLC
Ohio
$111M 24.3% 93
IAP
6628
Indie Asset Partners
Indiana
$111M +$11.6M +12% 7.03% 119% 89 14.61%
GCS
6629
Gordian Capital (Singapore)
Singapore
$111M +$18M +19% 16.4% 321% 136 5.15%
CWM
6630
Comprehensive Wealth Management
Washington
$111M +$4.5M +4% 5.83% 36.9% 31 3.23%
BBA
6631
Braun-Bostich & Associates
Pennsylvania
$111M +$57.1M +107% 9.52% 59.5% 121 56.2%
PWA
6632
Providence Wealth Advisors
Illinois
$111M +$21.1M +24% 10.1% 112% 80 13.75%
RCP
6633
Reverence Capital Partners
New York
$111M -$73.4M -40% 0.64% 5.38% 2 0%
BICM
6634
Breach Inlet Capital Management
South Carolina
$111M 10.3% 11
BAM
6635
Broadcrest Asset Management
Florida
$111M +$17.7M +19% 10.2% 54.1% 6 0%
A
6636
Atomvest
Hong Kong
$111M +$19.7M +22% 30.8% 90% 4 25%
BFP
6637
Brewster Financial Planning
New York
$111M +$10.7M +11% 9.84% 40.8% 16 6.25%
SC
6638
Schubert & Co
Texas
$110M +$12.4M +13% 14.4% 47.3% 33 12.12%
DF
6639
Dunhill Financial
United Kingdom
$110M -$48.3M -30% 10.8% 58.6% 729 90.4%
SAG
6640
Spotlight Asset Group
Illinois
$110M $0 0% 11.5% 247 0%
ACM
6641
Absolute Capital Management
Pennsylvania
$110M +$5.99M +6% 10.7% 91% 102 43.14%
CFP
6642
Cypress Financial Planning
New Jersey
$110M -$64.8M -37% 9.41% 37.9% 64 39.06%
AWM
6643
Able Wealth Management
New Jersey
$110M 7.66% 611
CV
6644
Counterweight Ventures
North Carolina
$110M 11% 61
ARA
6645
Alexander Randolph Advisory
Virginia
$110M 12% 53
ACM
6646
Arlington Capital Management
Illinois
$110M +$14.6M +15% 18.7% 154% 151 80.13%
SFB
6647
STAR Financial Bank
Indiana
$110M +$12.4M +13% 10.9% 53.4% 92 8.7%
LG
6648
LAM Group
Oregon
$110M +$8.05M +8% 12.9% 54.3% 125 12%
VAM
6649
Vienna Asset Management
California
$110M 8.05% 40
BGAI
6650
Bruce G. Allen Investments
Colorado
$110M 8.43% 1,008