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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
FFP
6751
Forbes Financial Planning
Rhode Island
$151M +$3.23M +2% 5.3% 46.7% 34 5.88%
SCA
6752
Sippican Capital Advisors
Massachusetts
$151M +$13.6M +10% 10.9% 90.1% 115 3.48%
SW
6753
Schulz Wealth
Texas
$151M +$17.5M +13% 5.44% 67 5.97%
AWA
6754
Authentikos Wealth Advisory
California
$151M +$7.52M +5% 4.95% 27.1% 65 24.62%
BDS
6755
Banco de Sabadell
Florida
$151M +$6.6M +5% 6.97% 66% 66 6.06%
CIG
6756
Cascade Investment Group
Colorado
$151M +$7.85M +5% 6.77% 86.8% 152 10.53%
SM
6757
Stonegate Management
Illinois
$151M 6.61% 57
LOIP
6758
Live Oak Investment Partners
Texas
$151M +$20.8M +16% 5.4% 86 11.63%
MP
6759
MSD Partners
New York
$151M -$21.2M -12% 11.2% 8.08% 7 0%
LCM
6760
LRT Capital Management
Texas
$151M -$17.8M -11% 5.77% 43.4% 92 31.52%
TP
6761
Toronado Partners
California
$151M +$9.97M +7% 11.1% 61% 13 23.08%
IIA
6762
Integrity Investment Advisors
Colorado
$151M +$20.8M +16% 6.37% 62 24.19%
MCWA
6763
Meadow Creek Wealth Advisors
Georgia
$151M +$2.54M +2% 6.58% 152 16.45%
BCM
6764
Beaumont Capital Management
Massachusetts
$151M +$4.46M +3% 4.36% 40.9% 55 32.73%
VF
6765
Vista Finance
Missouri
$151M +$34.5M +30% 8.17% 47% 65 32.31%
PP
6766
Pingora Partners
Wyoming
$151M +$16.8M +13% 18.7% 208 5.77%
CFG
6767
CNO Financial Group
Indiana
$151M -$11.2M -7% 0.82% 10 20%
BGWM
6768
Bridge Generations Wealth Management
Florida
$151M -$14.3M -9% 4.9% 134 5.22%
CFG
6769
Certior Financial Group
Pennsylvania
$151M +$16.4M +12% 5.73% 141 19.15%
SWM
6770
Shepherd Wealth Management
Ohio
$150M +$3.55M +2% 13.5% 55 34.55%
AAS
6771
AdviceOne Advisory Services
Connecticut
$150M +$14.9M +11% 11% 36 13.89%
MCM
6772
Mainstream Capital Management
California
$150M +$12.9M +9% 7.95% 90 10%
BCWM
6773
Ball & Co Wealth Management
Tennessee
$150M +$56.4M +60% 6.95% 93 27.96%
AWP
6774
Astra Wealth Partners
New Jersey
$150M +$19.8M +15% 7.5% 102 20.59%
OO
6775
Obsido Oy
$150M +$18.4M +14% 6.17% 20 0%