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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
BRIA
7026
Balanced Rock Investment Advisors
Massachusetts
$143M +$1.85M +1% 0.93% 98 8.16%
AWA
7027
Arbor Wealth Advisors
Michigan
$143M +$2.22M +2% 2.04% 58 6.9%
ALM
7028
Argosy-Lionbridge Management
New York
$143M -$15.7M -10% 8.91% 18 44.44%
NWM
7029
Navigate Wealth Management
Alabama
$142M 0.37% 72
PC
7030
Panoramic Capital
California
$142M -$43.9M -24% 20.7% 54 57.41%
SF
7031
SageOak Financial
Oklahoma
$142M +$4.16M +3% 0.35% 36 11.11%
PSB
7032
Piscataqua Savings Bank
New Hampshire
$142M -$168K -0.1% 0.34% 85.5% 421 5.23%
LFA
7033
Laraway Financial Advisors
Minnesota
$142M -$11.2M -7% 0.66% 92.3% 133 4.51%
AFA
7034
Avant Financial Advisors
Texas
$142M +$3.11M +2% 0.69% 67 2.99%
WCFP
7035
White & Co Financial Planning
Washington
$142M +$8.47M +6% 0.87% 20 5%
AC
7036
Avant Capital
Louisiana
$142M -$3.44M -2% 0.3% 81 8.64%
TA
7037
Teton Advisors
New York
$142M -$1.93M -1% 10.4% 78.4% 159 8.18%
IWB
7038
Innovative Wealth Building
Maryland
$142M +$4.98M +4% 2.92% 71 15.49%
KCAM
7039
Kagan Cocozza Asset Management
New Jersey
$142M +$1.52M +1% 1.1% 70 10%
OFG
7040
Opulen Financial Group
Virginia
$142M +$4.82M +4% 0.42% 117 10.26%
HA
7041
HFG Advisors
Ohio
$142M +$4.09M +3% 0.37% 69.7% 125 18.4%
SR
7042
Summer Road
Florida
$142M +$4.32M +3% 12.9% 101% 25 20%
EC
7043
EJF Capital
Virginia
$142M -$34.2M -19% 0.01% 102% 81 20.99%
SF
7044
Seek First
California
$142M -$3.2M -2% 0.8% 62 11.29%
KFP
7045
Kerr Financial Planning
California
$142M +$67.9M +92% 10.5% 545 11.01%
OC
7046
Opinicus Capital
Florida
$142M -$1.61M -1% 1.19% 107 13.08%
CCA
7047
Cottonwood Capital Advisors
Utah
$142M +$1.52M +1% 1.06% 78.3% 91 7.69%
ACP
7048
Acuta Capital Partners
California
$142M -$5.53M -4% 42.3% 7,472% 36 41.67%
MVA
7049
Mount Vernon Associates
Maryland
$142M -$7.14M -5% 4.64% 119% 61 3.28%
YEPX
7050
Yorktown Energy Partners XI
New York
$142M -$1.34M -0.9% 15.9% 139% 4 0%