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
AIA
5051
Acute Investment Advisory
Arizona
$166M +$13.7M +9% 15
CF
5052
CNA Financial
Illinois
$166M +$724K +0.4% 22
WA1
5053
Wimmer Associates 1
California
$166M +$9.64M +6% 106
CWA
5054
Carolina Wealth Advisors
South Carolina
$166M -$4.59M -3% 303
BA
5055
Baugh & Associates
Georgia
$166M +$9.6M +6% 43
IVMX
5056
Institutional Venture Management XIV
California
$166M -$4.44M -3% 3
BCM
5057
Brookmont Capital Management
Texas
$166M +$6.93M +4% 50
SV
5058
Stilwell Value
New York
$166M -$1.09M -0.7% 41
RWA
5059
Rainsberger Wealth Advisors
Colorado
$166M -$2.83M -2% 78
BWM
5060
Benchmark Wealth Management
Connecticut
$166M +$8.91M +6% 51
RWP
5061
Reliant Wealth Planning
Kentucky
$166M +$4.44M +3% 15
GB
5062
Goepper Burkhardt
South Carolina
$166M +$12.9M +8% 67
VFA
5063
Values First Advisors
Tennessee
$166M +$8.63M +5% 405
MPPW
5064
Mitchell & Pahl Private Wealth
Oklahoma
$166M +$5.9M +4% 155
LFPWM
5065
Leicht Financial Planning & Wealth Management
New Jersey
$166M +$3.11M +2% 23
ODFS
5066
O'Donnell Financial Services
California
$166M +$109M +195% 25
STC
5067
Sarah T. Connolly
$165M +$7.8M +5% 94
ACL
5068
APEIRON Capital Ltd
Hong Kong
$165M -$13.7M -8% 16
PP
5069
Praetorian PR
Puerto Rico
$165M +$30.3M +22% 36
BFA
5070
Bluestem Financial Advisors
Illinois
$165M +$2.98M +2% 26
TWA
5071
Tandem Wealth Advisors
Arizona
$165M +$4.64M +3% 50
MM
5072
MWG Management
British Virgin Islands
$165M +$23.3M +16% 3
MAC
5073
Monarch Alternative Capital
New York
$165M -$6.46M -4% 7
KCG
5074
Kinsale Capital Group
Virginia
$165M +$28.2M +21% 35
PHM
5075
Prospect Hill Management
New Jersey
$165M +$25.3M +18% 15