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
BRIA
6501
Balanced Rock Investment Advisors
Massachusetts
$128M +$8.62M +7% 91
TFP
6502
Traction Financial Partners
Wyoming
$127M -$9.92M -7% 57
APW
6503
Aurora Private Wealth
New Jersey
$127M +$13.2M +12% 156
OC
6504
OxenFree Capital
Florida
$127M +$12.9M +11% 41
EG
6505
Ellerson Group
Maryland
$127M -$4.08M -3% 50
GAA
6506
Green Alpha Advisors
Colorado
$127M +$2.87M +2% 145
VIA
6507
Virtus Investment Advisers
Connecticut
$127M +$8.91M +8% 405
HFAS
6508
Hummer Financial Advisory Services
Illinois
$127M +$11.4M +10% 112
PIM
6509
Profit Investment Management
Maryland
$127M -$32.7M -20% 86
SPWG
6510
Sage Private Wealth Group
Illinois
$127M +$8.18M +7% 93
SR
6511
Summer Road
Florida
$127M +$23.6M +23% 32
SA
6512
Sage Advisors
Colorado
$127M +$3.94M +3% 27
MC
6513
Muzinich & Co
New York
$127M +$1.98M +2% 57
MWA
6514
Merkkuri Wealth Advisors
New York
$127M +$18M +17% 83
LWM
6515
Lionsbridge Wealth Management
Florida
$127M +$1.73M +1% 82
DCM
6516
Davis Capital Management
Florida
$126M +$11.3M +10% 348
APS
6517
American Planning Services
Florida
$126M -$15.7M -11% 54
IA
6518
IFS Advisors
Kansas
$126M +$7.71M +6% 159
MCWA
6519
Meadow Creek Wealth Advisors
Georgia
$126M +$20.4M +19% 135
TFM
6520
Trademark Financial Management
Minnesota
$126M +$3.27M +3% 102
LC
6521
Lodbrok Capital
United Kingdom
$126M -$39.4M -24% 5
MVA
6522
Mount Vernon Associates
Maryland
$126M +$13.2M +12% 56
GSP
6523
Grafton Street Partners
Florida
$126M +$6.68M +6% 13
SLFPAM
6524
St. Louis Financial Planners Asset Management
Missouri
$126M +$9.65M +8% 44
DWA
6525
Dougherty Wealth Advisers
Minnesota
$126M +$11.4M +10% 114