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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)
PeakShares LLC
7801
PeakShares LLC
Florida
$134M +$25.4M +23% 34.2% – 133 21.05% 0.4
Real Talk Capital
7802
Real Talk Capital
Tennessee
$134M +$28.3M +27% 16.4% – 105 13.33% 1.1
Hingham Institution for Savings
7803
Hingham Institution for Savings
Massachusetts
$134M +$21.1M +19% 14.4% – 16 12.5% 0.4
Boreal Capital Management
7804
Boreal Capital Management
Florida
$134M +$11.3M +9% 18.4% – 523 15.87% 0.8
Kraematon Investment Advisors
7805
Kraematon Investment Advisors
Massachusetts
$134M +$11.4M +9% 15.2% 80.5% 107 11.21% 2.6
Vista Cima Wealth Management
7806
Vista Cima Wealth Management
Arizona
$134M +$33M +33% 18.9% – 52 13.46% 1.2
LWM Advisors
7807
LWM Advisors
California
$134M +$18.8M +16% 14.1% – 37 24.32% 1.1
Arnold Financial Planning
7808
Arnold Financial Planning
Iowa
$134M +$27.1M +25% 9.94% – 42 40.48% 0.3
Waystone Advisors
7809
Waystone Advisors
Washington
$134M +$22.2M +20% 14.9% – 120 24.17% 0.4
Asempa Wealth Advisors
7810
Asempa Wealth Advisors
Louisiana
$134M +$19.3M +17% 14.5% – 125 12.8% 0.4
Freestate Advisors
7811
Freestate Advisors
Kansas
$134M +$8.8M +7% 6.43% – 44 9.09% 1.7
PrairieView Wealth Partners
7812
PrairieView Wealth Partners
Illinois
$134M +$11.9M +10% 9.42% – 31 9.68% 1.7
Integrated Wealthcare
7813
Integrated Wealthcare
North Carolina
$134M +$14.3M +12% 12.1% – 29 3.45% 0.5
Lexington Partners
7814
Lexington Partners
New York
$134M -$233M -63% 37.1% 1.27% 3 33.33% 2.8
Elevation Wealth Management
7815
Elevation Wealth Management
Minnesota
$134M +$24.8M +23% 21.4% – 153 15.03% 0.4
Paller Financial Services
7816
Paller Financial Services
Colorado
$134M +$12.9M +11% 16.7% – 49 22.45% 0.4
BI
7817
BluePrint Investing
California
$134M +$8.15M +6% 7.25% – 26 0% 0.5
McAlvany Wealth Management
7818
McAlvany Wealth Management
Colorado
$134M -$14.8M -10% 15.8% – 49 18.37% 0.4
Eagle Bay Advisors
7819
Eagle Bay Advisors
New York
$134M +$20.3M +18% 15.9% 85% 151 22.52% 2.6
DWR Wealth Management
7820
DWR Wealth Management
California
$134M +$18.7M +16% 12% – 56 8.93% 0.4
Cannae Holdings
7821
Cannae Holdings
Nevada
$134M +$109M +444% 4.46% 88.6% 3 66.67% 2.4
Nightview Capital
7822
Nightview Capital
Texas
$134M +$2.98M +2% 10.6% 170% 17 29.41% 1.6
Northeast Planning Associates NH
7823
Northeast Planning Associates NH
New Hampshire
$133M -$15.4M -10% 0.19% – 69 26.09% 0.9
Carter Financial
7824
Carter Financial
California
$133M +$18.4M +16% 13.2% – 33 15.15% 0.4
Capstone Wealth Management
7825
Capstone Wealth Management
Montana
$133M +$15.3M +13% 11.8% – 48 20.83% 0.4