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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 Holding
Period (Yrs)
Life Planning Partners
7801
Life Planning Partners
Florida
$135M +$3.53M +3% 9.67% 50.3% 74 12.16% 3.4
Fountainhead AM
7802
Fountainhead AM
New Jersey
$135M +$23.1M +21% 16.6% 80.4% 250 25.6% 1.8
Cook & Bynum Capital Management
7803
Cook & Bynum Capital Management
Alabama
$135M +$10.3M +8% 10.1% 46.8% 6 0% 7.7
Tenet Wealth Partners
7804
Tenet Wealth Partners
Illinois
$134M – – 11.1% – 101 – 0
Athena Wealth Management
7805
Athena Wealth Management
Nevada
$134M +$12.2M +10% 8.93% – 126 33.33% 0.4
Talisman Wealth Advisors
7806
Talisman Wealth Advisors
New Jersey
$134M +$10.3M +8% 13% 70.8% 151 60.26% 1.6
PeakShares LLC
7807
PeakShares LLC
Florida
$134M +$25.4M +23% 34.2% – 133 21.05% 0.4
Real Talk Capital
7808
Real Talk Capital
Tennessee
$134M +$28.3M +27% 16.4% – 105 13.33% 1.1
Hingham Institution for Savings
7809
Hingham Institution for Savings
Massachusetts
$134M +$21.1M +19% 14.4% – 16 12.5% 0.4
Boreal Capital Management
7810
Boreal Capital Management
Florida
$134M +$11.3M +9% 18.4% – 523 15.87% 0.8
Kraematon Investment Advisors
7811
Kraematon Investment Advisors
Massachusetts
$134M +$11.4M +9% 15.2% 89.8% 107 11.21% 2.6
Vista Cima Wealth Management
7812
Vista Cima Wealth Management
Arizona
$134M +$33M +33% 18.9% – 52 13.46% 1.2
LWM Advisors
7813
LWM Advisors
California
$134M +$18.8M +16% 14.1% – 37 24.32% 1.1
Arnold Financial Planning
7814
Arnold Financial Planning
Iowa
$134M +$27.1M +25% 9.94% – 42 40.48% 0.3
Waystone Advisors
7815
Waystone Advisors
Washington
$134M +$22.2M +20% 14.9% – 120 24.17% 0.4
Asempa Wealth Advisors
7816
Asempa Wealth Advisors
Louisiana
$134M +$19.3M +17% 14.5% – 125 12.8% 0.4
Freestate Advisors
7817
Freestate Advisors
Kansas
$134M +$8.8M +7% 6.43% – 44 9.09% 1.7
PrairieView Wealth Partners
7818
PrairieView Wealth Partners
Illinois
$134M +$11.9M +10% 9.42% – 31 9.68% 1.7
Integrated Wealthcare
7819
Integrated Wealthcare
North Carolina
$134M +$14.3M +12% 12.1% – 29 3.45% 0.5
Lexington Partners
7820
Lexington Partners
New York
$134M -$233M -63% 37.1% 24.5% 3 33.33% 2.8
Elevation Wealth Management
7821
Elevation Wealth Management
Minnesota
$134M +$24.8M +23% 21.4% – 153 15.03% 0.4
Paller Financial Services
7822
Paller Financial Services
Colorado
$134M +$12.9M +11% 16.7% – 49 22.45% 0.4
BI
7823
BluePrint Investing
California
$134M +$8.15M +6% 7.25% – 26 0% 0.5
McAlvany Wealth Management
7824
McAlvany Wealth Management
Colorado
$134M -$14.8M -10% 15.8% – 49 18.37% 0.4
Eagle Bay Advisors
7825
Eagle Bay Advisors
New York
$134M +$20.3M +18% 15.9% 85% 151 22.52% 2.6