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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 Avg Holding
Period (Yrs)
BCPWM
6701
Bradley & Co Private Wealth Management
Florida
$108M +$12.2M +13% 13.7% – 214 21.96% 1.8
IA
6702
Incentive AS
Norway
$108M – – 4.92% – 1 – 0
LW
6703
Lauer Wealth
Indiana
$108M +$15.3M +17% 8.71% 89.4% 54 29.63% 0.6
FFA
6704
Florida Financial Advisors
Florida
$108M – – 11.6% – 106 – 0
DI
6705
DRH Investments
California
$108M +$1.91M +2% 8.62% 81.2% 16 37.5% 2.3
BIA
6706
Benchmark Investment Advisors
Illinois
$108M +$8.91M +9% 14.2% – 88 15.91% 1.5
CG
6707
Clifford Group
Massachusetts
$108M +$15.7M +17% 10.5% 67.9% 76 10.53% 0.9
WLG
6708
Williamson Legacy Group
Indiana
$108M – – 15.4% – 81 – 0
BCG
6709
BayBridge Capital Group
California
$108M – – 9.86% 78.5% 82 – 0
MRI
6710
Mad River Investors
Massachusetts
$108M -$33.6M -24% 3.25% 225% 26 3.85% 4
HA
6711
Hofer & Associates
California
$108M +$10.3M +11% 9.71% 61.7% 53 9.43% 1.6
KCM
6712
Key Colony Management
Arkansas
$108M -$4.79M -4% 16.4% 113% 9 33.33% 1.8
TC
6713
Travelers Companies
Minnesota
$108M – – 13.6% – 2 – 0
MSA
6714
McAlister Sweet & Associates
Texas
$108M -$9.99M -8% 9.63% 83.6% 36 27.78% 1.2
MAM
6715
Mainsail Asset Management
Alabama
$107M – – 13.4% 90.4% 48 – 0
TFP
6716
Tilia Fiduciary Partners
North Carolina
$107M +$11.5M +12% 12.4% 101% 96 4.17% 1.9
KCM
6717
KRS Capital Management
Michigan
$107M +$13.6M +14% 15.6% 233% 120 12.5% 1.5
FFP
6718
Forbes Financial Planning
Rhode Island
$107M +$14.1M +15% 9.75% 46.7% 29 3.45% 1.4
SLFPAM
6719
St. Louis Financial Planners Asset Management
Missouri
$107M -$17.6M -14% 6.51% 136% 39 58.97% 0.3
EWA
6720
Emergent Wealth Advisors
New York
$107M – – 10.7% 74.2% 106 – 0
KPPF
6721
Klein Pavlis & Peasley Financial
California
$107M – – 9.91% 97.4% 73 – 0
EWM
6722
Echo Wealth Management
Minnesota
$107M +$14.3M +15% 8.26% 42.9% 44 22.73% 1.8
O3W
6723
Omni 360 Wealth
New Jersey
$107M – – 9.82% 59.9% 96 – 0
PSB
6724
Piscataqua Savings Bank
New Hampshire
$107M -$7.6M -7% 11.4% 85.5% 358 3.63% 2.4
ACH
6725
Avista Capital Holdings
New York
$107M – – 16.6% – 2 – 0