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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
6701
Benchmark Investment Advisors
Illinois
$108M +$8.91M +9% 14.2% 88 15.91%
CG
6702
Clifford Group
Massachusetts
$108M +$15.7M +17% 10.5% 67.9% 76 10.53%
WLG
6703
Williamson Legacy Group
Indiana
$108M 15.4% 81
BCG
6704
BayBridge Capital Group
California
$108M 9.86% 82
MRI
6705
Mad River Investors
Massachusetts
$108M -$33.6M -24% 3.25% 225% 26 3.85%
HA
6706
Hofer & Associates
California
$108M +$10.3M +11% 9.71% 54.2% 53 9.43%
KCM
6707
Key Colony Management
Arkansas
$108M -$4.79M -4% 16.4% 113% 9 33.33%
TC
6708
Travelers Companies
Minnesota
$108M 13.6% 2
MSA
6709
McAlister Sweet & Associates
Texas
$108M -$9.99M -8% 9.63% 75.8% 36 27.78%
MAM
6710
Mainsail Asset Management
Alabama
$107M 13.4% 48
TFP
6711
Tilia Fiduciary Partners
North Carolina
$107M +$11.5M +12% 12.4% 90.5% 96 4.17%
KCM
6712
KRS Capital Management
Michigan
$107M +$13.6M +14% 15.6% 233% 120 12.5%
FFP
6713
Forbes Financial Planning
Rhode Island
$107M +$14.1M +15% 9.75% 46.7% 29 3.45%
SLFPAM
6714
St. Louis Financial Planners Asset Management
Missouri
$107M -$17.6M -14% 6.51% 136% 39 58.97%
EWA
6715
Emergent Wealth Advisors
New York
$107M 10.7% 106
KPPF
6716
Klein Pavlis & Peasley Financial
California
$107M 9.91% 73
EWM
6717
Echo Wealth Management
Minnesota
$107M +$14.3M +15% 8.26% 41% 44 22.73%
O3W
6718
Omni 360 Wealth
New Jersey
$107M 9.82% 96
PSB
6719
Piscataqua Savings Bank
New Hampshire
$107M -$7.6M -7% 11.4% 85.5% 358 3.63%
ACH
6720
Avista Capital Holdings
New York
$107M 16.6% 2
PHIC
6721
Pine Haven Investment Counsel
Massachusetts
$107M +$10.5M +11% 10.7% 72.1% 107 9.35%
NMM
6722
Naples Money Management
Florida
$107M 12.6% 413
UID
6723
Union Investments & Development
Israel
$107M -$79M -43% 12.2% 17% 46 4.35%
CP
6724
Catalys Pacific
Japan
$107M 4.02% 3
GAA
6725
Guardian Asset Advisors
Pennsylvania
$107M 11.6% 97