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
CWA
5051
Carolina Wealth Advisors
South Carolina
$166M -$4.59M -3% 303
BA
5052
Baugh & Associates
Georgia
$166M +$9.6M +6% 43
IVMX
5053
Institutional Venture Management XIV
California
$166M -$4.44M -3% 3
BCM
5054
Brookmont Capital Management
Texas
$166M +$6.93M +4% 50
SV
5055
Stilwell Value
New York
$166M -$1.09M -0.7% 41
RWA
5056
Rainsberger Wealth Advisors
Colorado
$166M -$2.83M -2% 78
BWM
5057
Benchmark Wealth Management
Connecticut
$166M +$8.91M +6% 51
RWP
5058
Reliant Wealth Planning
Kentucky
$166M +$4.44M +3% 15
GB
5059
Goepper Burkhardt
South Carolina
$166M +$12.9M +8% 67
VFA
5060
Values First Advisors
Tennessee
$166M +$8.63M +5% 405
MPPW
5061
Mitchell & Pahl Private Wealth
Oklahoma
$166M +$5.9M +4% 155
LFPWM
5062
Leicht Financial Planning & Wealth Management
New Jersey
$166M +$3.11M +2% 23
ODFS
5063
O'Donnell Financial Services
California
$166M +$109M +195% 25
STC
5064
Sarah T. Connolly
$165M +$7.8M +5% 94
ACL
5065
APEIRON Capital Ltd
Hong Kong
$165M -$13.7M -8% 16
PP
5066
Praetorian PR
Puerto Rico
$165M +$30.3M +22% 36
BFA
5067
Bluestem Financial Advisors
Illinois
$165M +$2.98M +2% 26
TWA
5068
Tandem Wealth Advisors
Arizona
$165M +$4.64M +3% 50
MM
5069
MWG Management
British Virgin Islands
$165M +$23.3M +16% 3
MAC
5070
Monarch Alternative Capital
New York
$165M -$6.46M -4% 7
KCG
5071
Kinsale Capital Group
Virginia
$165M +$28.2M +21% 35
PHM
5072
Prospect Hill Management
New Jersey
$165M +$25.3M +18% 15
WPW
5073
Watershed Private Wealth
Illinois
$165M +$17.2M +12% 91
KA
5074
Kercheville Advisors
Texas
$165M +$19.3M +13% 81
IFO
5075
Independent Family Office
New York
$165M -$8.24M -5% 74