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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
LA
7776
LWM Advisors
California
$134M +$18.8M +16% 14.1% 37 24.32%
AFP
7777
Arnold Financial Planning
Iowa
$134M +$27.1M +25% 9.94% 42 40.48%
WA
7778
Waystone Advisors
Washington
$134M +$22.2M +20% 14.9% 120 24.17%
AWA
7779
Asempa Wealth Advisors
Louisiana
$134M +$19.3M +17% 14.5% 125 12.8%
FA
7780
Freestate Advisors
Kansas
$134M +$8.8M +7% 6.43% 44 9.09%
PWP
7781
PrairieView Wealth Partners
Illinois
$134M +$11.9M +10% 9.42% 31 9.68%
IW
7782
Integrated Wealthcare
North Carolina
$134M +$14.3M +12% 12.1% 29 3.45%
LP
7783
Lexington Partners
New York
$134M -$233M -63% 37.1% 1.27% 3 33.33%
EWM
7784
Elevation Wealth Management
Minnesota
$134M +$24.8M +23% 21.4% 153 15.03%
PFS
7785
Paller Financial Services
Colorado
$134M +$12.9M +11% 16.7% 49 22.45%
BI
7786
BluePrint Investing
California
$134M +$8.15M +6% 7.25% 26 0%
MWM
7787
McAlvany Wealth Management
Colorado
$134M -$14.8M -10% 15.8% 49 18.37%
EBA
7788
Eagle Bay Advisors
New York
$134M +$20.3M +18% 15.9% 78.4% 151 22.52%
DWM
7789
DWR Wealth Management
California
$134M +$18.7M +16% 12% 56 8.93%
CH
7790
Cannae Holdings
Nevada
$134M +$109M +444% 4.46% 88.6% 3 66.67%
NC
7791
Nightview Capital
Texas
$134M +$2.98M +2% 10.6% 142% 17 29.41%
NPAN
7792
Northeast Planning Associates NH
New Hampshire
$133M -$15.4M -10% 0.19% 69 26.09%
CF
7793
Carter Financial
California
$133M +$18.4M +16% 13.2% 33 15.15%
CWM
7794
Capstone Wealth Management
Montana
$133M +$15.3M +13% 11.8% 48 20.83%
HAP
7795
Harbor Asset Planning
Massachusetts
$133M +$14.3M +12% 15.2% 428 4.91%
AC
7796
Aldebaran Capital
Indiana
$133M +$2.28M +2% 7.57% 80.4% 43 9.3%
WA
7797
Winter & Associates
Minnesota
$133M +$18.9M +17% 14.3% 99 29.29%
AA
7798
Alpha Advisors
Virginia
$133M +$6.36M +5% 6.99% 51 7.84%
PCM
7799
Perkins Capital Management
Minnesota
$133M +$26.3M +25% 53.7% 303% 90 16.67%
BCVI
7800
Bain Capital Venture Investors
Massachusetts
$133M -$42.1M -24% 6.63% 34.2% 4 25%