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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
BWS
7751
BFI Wealth Solutions
Texas
$135M +$30.8M +30% 7.68% 83 10.84%
BFA
7752
Benningfield Financial Advisors
California
$135M +$8.28M +7% 6.51% 19 5.26%
PCMU
7753
Paragon Capital Management (Utah)
Utah
$135M +$16.9M +14% 27.6% 69.4% 90 33.33%
WRCM
7754
Western Reserve Capital Management
Ohio
$135M +$13.1M +11% 9.61% 56 16.07%
PSC
7755
Piper Sandler & Co
Minnesota
$135M +$32.9M +32% 0.01% 0.04% 21 14.29%
SI
7756
Stirlingshire Investments
New York
$135M +$20.8M +18% 15% 255 36.47%
PAG
7757
Poinciana Advisors Group
Florida
$135M +$8.06M +6% 16.6% 143 30.07%
AHIA
7758
Andrew Hill Investment Advisors
Florida
$135M +$22.5M +20% 16.3% 68 36.76%
OP
7759
Oath Planning
Oklahoma
$135M +$22.2M +20% 9.22% 73 8.22%
RFS
7760
RM Financial Services
Maine
$135M +$18.6M +16% 11.3% 81 9.88%
VWM
7761
VanWeelden Wealth Management
Ohio
$135M +$9.17M +7% 6.4% 34 52.94%
BPW
7762
BLVD Private Wealth
Kentucky
$135M +$19.5M +17% 23.8% 79 29.11%
SIM
7763
Summitas Investment Management
Texas
$135M +$7.03M +6% 11.6% 10 0%
LPP
7764
Life Planning Partners
Florida
$135M +$3.53M +3% 9.67% 74 12.16%
FA
7765
Fountainhead AM
New Jersey
$135M +$23.1M +21% 16.6% 65.6% 250 25.6%
CBCM
7766
Cook & Bynum Capital Management
Alabama
$135M +$10.3M +8% 10.1% 46.8% 6 0%
TWP
7767
Tenet Wealth Partners
Illinois
$134M 11.1% 101
AWM
7768
Athena Wealth Management
Nevada
$134M +$12.2M +10% 8.93% 126 33.33%
TWA
7769
Talisman Wealth Advisors
New Jersey
$134M +$10.3M +8% 13% 70.8% 151 60.26%
PL
7770
PeakShares LLC
Florida
$134M +$25.4M +23% 34.2% 133 21.05%
RTC
7771
Real Talk Capital
Tennessee
$134M +$28.3M +27% 16.4% 105 13.33%
HIFS
7772
Hingham Institution for Savings
Massachusetts
$134M +$21.1M +19% 14.4% 16 12.5%
BCM
7773
Boreal Capital Management
Florida
$134M +$11.3M +9% 18.4% 523 15.87%
KIA
7774
Kraematon Investment Advisors
Massachusetts
$134M +$11.4M +9% 15.2% 80.5% 107 11.21%
VCWM
7775
Vista Cima Wealth Management
Arizona
$134M +$33M +33% 18.9% 52 13.46%