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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
AFA
7376
Allium Financial Advisors
Oregon
$121M +$6.07M +5% 7.8% 94 20.21%
II
7377
Ibex Investors
Colorado
$121M +$23M +24% 16.4% 16.6% 16 68.75%
TWA
7378
Talisman Wealth Advisors
New Jersey
$121M +$11.2M +10% 7.79% 70.8% 118 8.47%
DFP
7379
Defined Financial Planning
California
$121M +$7.99M +7% 6.99% 76 25%
AAA
7380
AG Asset Advisory
California
$121M +$5.47M +5% 2.69% 26 19.23%
PWP
7381
Phillips Wealth Planners
Mississippi
$120M +$10.1M +9% 6.47% 82% 215 19.07%
LG
7382
Lane Generational
Massachusetts
$120M +$13.2M +12% 32.7% 148% 35 20%
LWA
7383
LifeGoal Wealth Advisors
New York
$120M +$15.1M +14% 6.85% 74 17.57%
BCM
7384
Barden Capital Management
Texas
$120M +$6.18M +5% 5.18% 73.4% 62 14.52%
OP
7385
Orvieto Partners
Massachusetts
$120M +$7.76M +7% 6.62% 46 26.09%
KCM
7386
Kempner Capital Management
Texas
$120M -$66.6M -36% 9.78% 60.9% 50 10%
CWIG
7387
Chung Wu Investment Group
Texas
$120M +$24.1M +25% 12.7% 292 27.74%
VCWM
7388
Vista Cima Wealth Management
Arizona
$120M +$13M +12% 7.02% 78 35.9%
NI
7389
NDVR Inc
Massachusetts
$120M +$13.3M +12% 5.62% 120 18.33%
CM
7390
CM Management
Florida
$120M +$10.1M +9% 14.7% 110% 79 32.91%
NFP
7391
NorthLanding Financial Partners
New York
$120M +$6.85M +6% 5.63% 48.7% 44 6.82%
HA
7392
Helium Advisors
Washington
$120M -$38.4M -24% 7.75% 107 18.69%
IFO
7393
Intrepid Family Office
Florida
$120M -$2.56M -2% 10.3% 47 36.17%
ACM
7394
Aryeh Capital Management
Ontario, Canada
$120M -$8.17M -6% 4.08% 87.7% 13 7.69%
PFW
7395
Petros Family Wealth
Minnesota
$119M +$9.99M +9% 10.8% 154 25.32%
PCC
7396
Park Circle Company
Maryland
$119M +$1.47M +1% 8.29% 70.5% 118 43.22%
TCP
7397
TSG Consumer Partners
California
$119M -$41.2M -26% 23.4% 70.1% 1 0%
SCVTA
7398
Santa Clara Valley Transportation Authority
California
$119M +$13.8M +13% 3.94% 4 0%
HWM
7399
Hobbs Wealth Management
Indiana
$119M +$14.5M +14% 8.92% 59 20.34%
FA
7400
Freestate Advisors
Kansas
$119M +$7.23M +6% 4.19% 46 8.7%