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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 Avg Time
Held (Qtrs)
SWM
7526
Stonebridge Wealth Management
Illinois
$106M – – 3.82% – 33 – 0
KIA
7527
Kraematon Investment Advisors
Massachusetts
$106M +$7.72M +8% 11% 80.5% 94 5.32% 9.4
SH
7528
Svenska Handelsbanken
Sweden
$106M +$5.52M +5% 12.7% – 11 63.64% 0.8
CPC
7529
CFC Planning Company
Indiana
$106M +$12.5M +13% 8.03% – 108 43.52% 1.2
EHMS
7530
Empower Harvest Management Services
Cayman Islands
$106M -$8.61M -8% 7.52% – 1 0% 2
ACL
7531
APEIRON Capital Ltd
Hong Kong
$106M -$112M -51% 17.1% 487% 13 76.92% 3
EPM
7532
Equitec Proprietary Markets
Illinois
$106M -$34.7M -25% 23.9% 527% 85 45.88% 4.4
OFO
7533
OneAscent Family Office
Alabama
$106M -$1.72M -2% 9.37% – 145 21.38% 1.3
MFG
7534
Mendota Financial Group
Wisconsin
$106M +$13.6M +15% 6% 50.1% 119 21.01% 7.1
OPWM
7535
Oregon Pacific Wealth Management
Oregon
$106M +$5.58M +6% 8.71% – 133 9.02% 1.7
MDA
7536
Minot DeBlois Advisors
Massachusetts
$106M +$5.23M +5% 7.48% – 259 4.63% 1.9
SCVTA
7537
Santa Clara Valley Transportation Authority
California
$105M +$4.35M +4% 4.53% – 4 0% 3
LWA
7538
LifeGoal Wealth Advisors
New York
$105M +$12.6M +14% 8.02% – 74 27.03% 1.6
PIC
7539
Platt Investment Counsel
Florida
$105M +$3.88M +4% 9.45% 62.9% 10 10% 11.8
WA
7540
Wilmar Advisors
Florida
$105M +$8.52M +9% 13.1% – 22 31.82% 1.4
1L
7541
10Elms LLP
Oklahoma
$105M +$5.57M +6% 5.74% – 528 5.87% 1.9
AIA
7542
Arrow Investment Advisors
Maryland
$105M +$10.5M +11% 5.36% 36.3% 77 67.53% 3.4
BPW
7543
Bingham Private Wealth
California
$105M +$8.17M +8% 11.2% – 164 10.98% 1.8
CIA
7544
Caerus Investment Advisors
Texas
$105M +$1.18M +1% 7.49% 85% 33 9.09% 9.2
HWM
7545
Hobbs Wealth Management
Indiana
$105M +$14.6M +16% 12.1% – 58 27.59% 1.6
YMRC
7546
Yorktown Management & Research Company
Virginia
$105M +$12.8M +14% 22.6% 223% 245 31.02% 6.1
CG
7547
Curat Global
New Hampshire
$105M +$22.7M +28% 10.2% – 308 4.87% 1
HAP
7548
Harbor Asset Planning
Massachusetts
$105M – – 8.18% – 410 – 0
GAA
7549
Green Alpha Advisors
Colorado
$105M +$11.1M +12% 21.3% 316% 112 2.68% 12.8
YG
7550
York GP
Cayman Islands
$104M -$18.8M -15% 18.2% – 4 75% 3