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
KGAMU
5051
KPS Global Asset Management (UK)
United Kingdom
$167M +$53.3M +47% 5
LAM
5052
Lifestyle Asset Management
Texas
$167M +$17M +11% 100
MFP
5053
Meridian Financial Partners
Virginia
$166M +$78.3M +89% 91
IWN
5054
Independent Wealth Network
Iowa
$166M +$10.1M +6% 221
AIA
5055
Acute Investment Advisory
Arizona
$166M +$13.7M +9% 15
CF
5056
CNA Financial
Illinois
$166M +$724K +0.4% 22
WA1
5057
Wimmer Associates 1
California
$166M +$9.64M +6% 106
CWA
5058
Carolina Wealth Advisors
South Carolina
$166M -$4.59M -3% 303
BA
5059
Baugh & Associates
Georgia
$166M +$9.6M +6% 43
IVMX
5060
Institutional Venture Management XIV
California
$166M -$4.44M -3% 3
BCM
5061
Brookmont Capital Management
Texas
$166M +$6.93M +4% 50
SV
5062
Stilwell Value
New York
$166M -$1.09M -0.7% 41
RWA
5063
Rainsberger Wealth Advisors
Colorado
$166M -$2.83M -2% 78
BWM
5064
Benchmark Wealth Management
Connecticut
$166M +$8.91M +6% 51
RWP
5065
Reliant Wealth Planning
Kentucky
$166M +$4.44M +3% 15
GB
5066
Goepper Burkhardt
South Carolina
$166M +$12.9M +8% 67
VFA
5067
Values First Advisors
Tennessee
$166M +$8.63M +5% 405
MPPW
5068
Mitchell & Pahl Private Wealth
Oklahoma
$166M +$5.9M +4% 155
LFPWM
5069
Leicht Financial Planning & Wealth Management
New Jersey
$166M +$3.11M +2% 23
ODFS
5070
O'Donnell Financial Services
California
$166M +$109M +195% 25
STC
5071
Sarah T. Connolly
$165M +$7.8M +5% 94
ACL
5072
APEIRON Capital Ltd
Hong Kong
$165M -$13.7M -8% 16
PP
5073
Praetorian PR
Puerto Rico
$165M +$30.3M +22% 36
BFA
5074
Bluestem Financial Advisors
Illinois
$165M +$2.98M +2% 26
TWA
5075
Tandem Wealth Advisors
Arizona
$165M +$4.64M +3% 50