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
AA
5876
Aufman Associates
Pennsylvania
$121M +$3.75M +3% 43
EA
5877
Echo45 Advisors
California
$121M +$664K +0.6% 54
RFP
5878
RCS Financial Planning
Maryland
$121M +$8.47M +8% 49
FB
5879
First Bancorp
Maine
$121M +$4.45M +4% 112
SAMC
5880
Spectrum Asset Management (Connecticut)
Connecticut
$121M -$8.02M -6% 7
GCL
5881
Gouws Capital LLC
North Carolina
$121M +$9.29M +8% 47
WAM
5882
Walker Asset Management
Missouri
$121M +$5.76M +5% 100
AWMT
5883
AAFMAA Wealth Management & Trust
North Carolina
$121M -$3.61M -3% 53
ASI
5884
Advisory Services & Investments
Oregon
$121M +$10.9M +10% 40
HIA
5885
HTG Investment Advisors
Connecticut
$121M +$11.4M +10% 54
DJYG
5886
David J. Yvars Group
Florida
$121M +$10.4M +9% 89
BW
5887
Basepoint Wealth
Iowa
$121M +$1.14M +0.9% 96
TFP
5888
TrueWealth Financial Partners
Washington
$121M +$4.95M +4% 17
MFA
5889
McClarren Financial Advisors
Pennsylvania
$121M +$10.9M +10% 491
MHWM
5890
Montz Harcus Wealth Management
Louisiana
$121M +$12.6M +12% 60
YEPX
5891
Yorktown Energy Partners X
New York
$121M +$16.8M +16% 5
FPW
5892
Flagship Private Wealth
Massachusetts
$121M +$8.88M +8% 76
KFA
5893
Kapstone Financial Advisors
Ohio
$121M +$9.89M +9% 105
VBWMG
5894
Von Berge Wealth Management Group
California
$121M +$8.84M +8% 66
CRIG
5895
Charter Research & Investment Group
Connecticut
$121M +$6.37M +6% 79
JCA
5896
Jade Capital Advisors
New Jersey
$121M +$50.4M +72% 86
IWP
5897
Insight Wealth Partners
Texas
$120M +$9.49M +9% 72
ARC
5898
Arias Resource Capital
Cayman Islands
$120M -$25M -17% 1
ALWM
5899
Andrews Lucia Wealth Management
California
$120M +$7.37M +7% 26
PFA
5900
Plotkin Financial Advisors
Maryland
$120M +$12.7M +12% 82