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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
SFB
6751
STAR Financial Bank
Indiana
$139M -$9.53M -6% 0.53% 53.4% 125 16%
BBA
6752
Braun-Bostich & Associates
Pennsylvania
$139M -$4.7M -3% 1.15% 59.5% 119 14.29%
VIA
6753
Victrix Investment Advisors
Florida
$139M 3.24% 64
SC
6754
Settian Capital
New York
$139M +$1.47M +1% 3.29% 62.5% 33 24.24%
BWG
6755
Berry Wealth Group
Texas
$139M -$907K -0.6% 2.7% 106 17.92%
VWA
6756
VERITY Wealth Advisors
United States
$139M -$3.69M -3% 1.51% 59.9% 73 1.37%
SLFPAM
6757
St. Louis Financial Planners Asset Management
Missouri
$138M +$12.5M +10% 4.65% 136% 40 40%
LWM
6758
Lionshead Wealth Management
New York
$138M 1.83% 114
RCWVOTCITCONY
6759
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
$138M 2.06% 1
CIA
6760
Christian Investment Advisors
Texas
$138M 3.24% 12
RC
6761
Rareview Capital
Nevada
$138M +$4.33M +3% 4.4% 59 27.12%
BCM
6762
BCK Capital Management
Connecticut
$138M -$29M -17% 11.6% 161% 81 48.15%
PA
6763
Prossimo Advisors
California
$138M +$1.28M +0.9% 2.65% 78.4% 140 3.57%
GPA
6764
Guerra Pan Advisors
New Jersey
$138M +$13.1M +11% 5.85% 135% 115 10.43%
JF
6765
Jericho Financial
Ohio
$138M 8.95% 41
EWA
6766
Emergent Wealth Advisors
New York
$138M +$2.74M +2% 0.26% 116 6.03%
EWS
6767
Eagle Wealth Strategies
New Jersey
$138M +$952K +0.7% 1.18% 116 14.66%
AWA
6768
Archvest Wealth Advisors
California
$138M -$19.6M -12% 2.5% 47.8% 76 23.68%
BCG
6769
BayBridge Capital Group
California
$138M -$1.03M -0.7% 1.03% 102 19.61%
UOWF
6770
University of Wisconsin Foundation
Wisconsin
$138M -$15.7M -10% 5.57% 142% 7 0%
DKAM
6771
Drummond Knight Asset Management
Australia
$138M 4.76% 12
GSP
6772
Grafton Street Partners
Florida
$138M +$11.5M +9% 11.9% 14 28.57%
CSTB
6773
Charles Schwab Trust Bank
Nevada
$137M $0 0% 3.05% 1 0%
SCA
6774
Strathmore Capital Advisors
North Carolina
$137M 2.24% 37
IDBONY
6775
Israel Discount Bank of New York
New York
$137M +$70.2M +104% 1.48% 37.3% 50 16%