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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
KAM
7601
Kinney Asset Management
Illinois
$100M -$6.68M -6% 2.78% 10.1% 4 0%
MWM
7602
MY Wealth Management
Maryland
$100M +$1.56M +2% 2.23% 36.1% 27 7.41%
PWP
7603
Phillips Wealth Planners
Mississippi
$100M -$4.26M -4% 1.49% 82% 201 15.92%
D
7604
Drystone
Virginia
$100M 4.47% 19
BAM
7605
BTS Asset Management
Massachusetts
$100M -$4.81M -5% 2.1% 8.8% 52 71.15%
PBT
7606
Pictet Bank & Trust
Bahamas
$100M +$1.32M +1% 2.98% 66.3% 44 11.36%
PAYA
7607
Phil A. Younker & Associates
Alaska
$100M 1.76% 28
USWIA
7608
UP Strategic Wealth Investment Advisors
Pennsylvania
$100M +$10.7M +12% 1.68% 88 20.45%
SGM
7609
Sellaronda Global Management
New York
$100M 24.1% 13
HWA
7610
HMV Wealth Advisors
Louisiana
$99.9M 0.93% 78
EHAM
7611
Eagle Harbor Asset Management
Washington
$99.9M -$989K -1% 1.82% 69.7% 132 12.12%
ACM
7612
Agincourt Capital Management
Virginia
$99.9M -$2.46M -2% 2.68% 0.36% 3 0%
4A
7613
4Wealth Advisors
Illinois
$99.8M 0.05% 143
LA
7614
LWM Advisors
California
$99.6M 0.57% 25
AA
7615
ArborFi Advisors
Michigan
$99.6M 0.32% 45
IVP
7616
Intrinsic Value Partners
Arizona
$99.6M -$363K -0.4% 4.43% 126% 62 4.84%
GBFP
7617
Golden Bell Financial Planning
Georgia
$99.5M 4.52% 34
ACP
7618
Acuta Capital Partners
California
$99.4M -$24.1M -19% 81.8% 7,269% 49 36.73%
SCVTA
7619
Santa Clara Valley Transportation Authority
California
$99.4M -$5.05M -5% 4.73% 4 0%
FAI
7620
Fiduciary Advisors Inc
Missouri
$99.4M 2.4% 99
KSB
7621
Kennebec Savings Bank
Maine
$99.3M -$1.8M -2% 1.83% 280 15.71%
BIS
7622
BG Investment Services
Guam
$99.3M 1.14% 29
CWIG
7623
Chung Wu Investment Group
Texas
$99.3M 7.96% 77
MIM
7624
Macroview Investment Management
Maryland
$99.3M -$3.05M -3% 0.52% 67.2% 586 86.35%
DFC
7625
DBK Financial Counsel
Ohio
$99.3M +$296K +0.3% 1.49% 52.9% 51 5.88%