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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
FWP
7426
Fiduciary Wealth Partners
Massachusetts
$106M -$9.56M -8% 9.62% 81 33.33%
BPW
7427
BLVD Private Wealth
Kentucky
$106M 16.1% 73
VFM
7428
Vision Financial Markets
Connecticut
$106M +$14.2M +15% 11.6% 458 10.04%
NI
7429
NCP Inc
California
$106M +$32M +43% 26.2% 133 62.41%
SA
7430
swisspartners Advisors
Switzerland
$106M +$11.1M +12% 1.38% 86.6% 26 15.38%
SWM
7431
Stonebridge Wealth Management
Illinois
$106M 3.82% 33
KIA
7432
Kraematon Investment Advisors
Massachusetts
$106M +$7.72M +8% 11% 80.5% 94 5.32%
SH
7433
Svenska Handelsbanken
Sweden
$106M +$5.52M +5% 12.7% 11 63.64%
CPC
7434
CFC Planning Company
Indiana
$106M +$12.5M +13% 8.03% 108 43.52%
EHMS
7435
Empower Harvest Management Services
Cayman Islands
$106M -$8.61M -8% 7.52% 1 0%
EPM
7436
Equitec Proprietary Markets
Illinois
$106M -$34.7M -25% 23.9% 527% 85 45.88%
OFO
7437
OneAscent Family Office
Alabama
$106M -$1.72M -2% 9.37% 145 21.38%
MFG
7438
Mendota Financial Group
Wisconsin
$106M +$13.6M +15% 6% 53.8% 119 21.01%
OPWM
7439
Oregon Pacific Wealth Management
Oregon
$106M +$5.58M +6% 8.71% 133 9.02%
MDA
7440
Minot DeBlois Advisors
Massachusetts
$106M +$5.23M +5% 7.48% 259 4.63%
SCVTA
7441
Santa Clara Valley Transportation Authority
California
$105M +$4.35M +4% 4.53% 4 0%
LWA
7442
LifeGoal Wealth Advisors
New York
$105M +$12.6M +14% 8.02% 74 27.03%
PIC
7443
Platt Investment Counsel
Florida
$105M +$3.88M +4% 9.45% 58.9% 10 10%
WA
7444
Wilmar Advisors
Florida
$105M +$8.52M +9% 13.1% 22 31.82%
1L
7445
10Elms LLP
Oklahoma
$105M +$5.57M +6% 5.74% 528 5.87%
AIA
7446
Arrow Investment Advisors
Maryland
$105M +$10.5M +11% 5.36% 36.3% 77 67.53%
BPW
7447
Bingham Private Wealth
California
$105M +$8.17M +8% 11.2% 164 10.98%
CIA
7448
Caerus Investment Advisors
Texas
$105M +$1.18M +1% 7.49% 63.6% 33 9.09%
HWM
7449
Hobbs Wealth Management
Indiana
$105M +$14.6M +16% 12.1% 58 27.59%
YMRC
7450
Yorktown Management & Research Company
Virginia
$105M +$12.8M +14% 22.6% 223% 245 31.02%