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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
YAIA
8226
Yanni & Associates Investment Advisors
Pennsylvania
$108M +$11.9M +12% 13.6% 34 0%
UFA
8227
Unify Financial Advisors
Florida
$108M +$11.9M +12% 18.3% 95 11.58%
SA
8228
SPWM Advisors
Michigan
$108M -$6.94M -6% 10.2% 98 13.27%
MMRF
8229
Michelson Medical Research Foundation
California
$108M +$9.72M +10% 12.8% 52.2% 23 17.39%
BC
8230
Bayforest Capital
United Kingdom
$108M +$18.9M +21% 20.5% 1,251 56.43%
SF
8231
Schuylkill Financial
Pennsylvania
$108M 11.6% 66
YEPX
8232
Yorktown Energy Partners XI
New York
$108M -$33.4M -24% 12.3% 105% 4 0%
YF
8233
Yu Fan
$108M +$10.9M +11% 21.6% 42.7% 8 0%
WIM
8234
Walsky Investment Management
Pennsylvania
$108M +$9.72M +10% 13.2% 54 11.11%
AW
8235
Aspirean Wealth
California
$108M +$15.5M +17% 10.2% 20 10%
RL
8236
Retireful LLC
Michigan
$107M +$36.5M +51% 76.8% 382% 121 63.64%
MPEM
8237
Marathon Partners Equity Management
New York
$107M +$18.9M +21% 31.7% 21 38.1%
GFP
8238
Gainline Financial Partners
Colorado
$107M 11.8% 56
BAM
8239
Burkett Asset Management
$107M +$5.53M +5% 14.1% 66 18.18%
FA
8240
Fullerton Advisors
California
$107M +$10.4M +11% 12.2% 56 8.93%
IWS
8241
Intentional Wealth Strategies
Colorado
$107M -$727K -0.7% 17.3% 945 93.12%
OPWM
8242
Oregon Pacific Wealth Management
Oregon
$107M +$10.7M +11% 11.5% 122 19.67%
AWA
8243
American Wealth Advisors
Georgia
$107M +$10.6M +11% 12.3% 42 2.38%
ECM
8244
Ebert Capital Management
California
$107M +$8.65M +9% 12.8% 29 13.79%
CWMS
8245
CFG Wealth Management Services
Indiana
$107M -$3.63M -3% 6.04% 152 47.37%
OE
8246
October Effect
Virginia
$106M +$19.5M +22% 64.6% 76 31.58%
PGWA
8247
Plus Group Wealth Advisors
Wisconsin
$106M +$15.4M +17% 12% 48 14.58%
WAG
8248
Wallace Advisory Group
California
$106M +$12.7M +14% 9.69% 50.9% 146 23.97%
CF
8249
Calder Financial
Pennsylvania
$106M +$5.41M +5% 12.2% 45 15.56%
EW
8250
Expressive Wealth
Illinois
$106M +$984K +0.9% 17.1% 147 21.09%