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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)
SIM
7776
Summitas Investment Management
Texas
$135M +$7.03M +6% 11.6% – 10 0% 2
LPP
7777
Life Planning Partners
Florida
$135M +$3.53M +3% 9.67% – 74 12.16% 13.5
FA
7778
Fountainhead AM
New Jersey
$135M +$23.1M +21% 16.6% 65.6% 250 25.6% 7.2
CBCM
7779
Cook & Bynum Capital Management
Alabama
$135M +$10.3M +8% 10.1% 46.8% 6 0% 30.7
TWP
7780
Tenet Wealth Partners
Illinois
$134M – – 11.1% – 101 – 0
AWM
7781
Athena Wealth Management
Nevada
$134M +$12.2M +10% 8.93% – 126 33.33% 1.5
TWA
7782
Talisman Wealth Advisors
New Jersey
$134M +$10.3M +8% 13% 70.8% 151 60.26% 6.4
PL
7783
PeakShares LLC
Florida
$134M +$25.4M +23% 34.2% – 133 21.05% 1.5
RTC
7784
Real Talk Capital
Tennessee
$134M +$28.3M +27% 16.4% – 105 13.33% 4.5
HIFS
7785
Hingham Institution for Savings
Massachusetts
$134M +$21.1M +19% 14.4% – 16 12.5% 1.7
BCM
7786
Boreal Capital Management
Florida
$134M +$11.3M +9% 18.4% – 523 15.87% 3.2
KIA
7787
Kraematon Investment Advisors
Massachusetts
$134M +$11.4M +9% 15.2% 80.5% 107 11.21% 10.6
VCWM
7788
Vista Cima Wealth Management
Arizona
$134M +$33M +33% 18.9% – 52 13.46% 4.8
LA
7789
LWM Advisors
California
$134M +$18.8M +16% 14.1% – 37 24.32% 4.4
AFP
7790
Arnold Financial Planning
Iowa
$134M +$27.1M +25% 9.94% – 42 40.48% 1.2
WA
7791
Waystone Advisors
Washington
$134M +$22.2M +20% 14.9% – 120 24.17% 1.5
AWA
7792
Asempa Wealth Advisors
Louisiana
$134M +$19.3M +17% 14.5% – 125 12.8% 1.8
FA
7793
Freestate Advisors
Kansas
$134M +$8.8M +7% 6.43% – 44 9.09% 6.7
PWP
7794
PrairieView Wealth Partners
Illinois
$134M +$11.9M +10% 9.42% – 31 9.68% 6.7
IW
7795
Integrated Wealthcare
North Carolina
$134M +$14.3M +12% 12.1% – 29 3.45% 1.9
LP
7796
Lexington Partners
New York
$134M -$233M -63% 37.1% 1.27% 3 33.33% 11
EWM
7797
Elevation Wealth Management
Minnesota
$134M +$24.8M +23% 21.4% – 153 15.03% 1.7
PFS
7798
Paller Financial Services
Colorado
$134M +$12.9M +11% 16.7% – 49 22.45% 1.7
BI
7799
BluePrint Investing
California
$134M +$8.15M +6% 7.25% – 26 0% 2
MWM
7800
McAlvany Wealth Management
Colorado
$134M -$14.8M -10% 15.8% – 49 18.37% 1.6