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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
VPP
3626
Vertex Planning Partners
Illinois
$385M +$23.9M +7% 3.27% 55.4% 159 7.55%
DWA
3627
Dorsey Wright & Associates
California
$385M +$1.95M +0.5% 4.27% 311% 140 22.86%
EFG
3628
Everhart Financial Group
Ohio
$385M +$41.9M +12% 5.13% 113% 309 15.53%
FMTC
3629
Farmers & Merchants Trust Company
California
$385M -$19.6M -5% 3.57% 68.8% 204 12.75%
TLA
3630
Tree Line Advisors
Hong Kong
$385M +$53.8M +16% 19.8% 670% 8 25%
VFPW
3631
Vantage Financial Partners (Wisconsin)
Wisconsin
$385M +$13.7M +4% 1.45% 53.8% 160 16.25%
SHIM
3632
Stone House Investment Management
Pennsylvania
$385M -$40.5M -10% 2.57% 53.1% 443 24.6%
HAM
3633
Honeycomb Asset Management
New York
$385M -$248M -39% 10.9% 49% 47 72.34%
BONH
3634
Bank of New Hampshire
New Hampshire
$385M +$4.21M +1% 3.3% 86.4% 503 6.36%
BHWA
3635
Beacon Harbor Wealth Advisors
Virginia
$384M +$6.68M +2% 1.97% 143% 84 36.9%
SMI
3636
Shelter Mutual Insurance
Missouri
$384M -$3.82M -1% 0.37% 51.2% 68 14.71%
CWM
3637
Concentric Wealth Management
California
$384M +$7.89M +2% 2.26% 33.4% 138 3.62%
WPA
3638
West Paces Advisors
Georgia
$383M +$4.04M +1% 0.61% 53.2% 608 11.02%
AT
3639
Avenir Tech
Hong Kong
$383M 15.5% 6
BCM
3640
Boone Capital Management
Georgia
$383M -$111M -22% 4.97% 278% 24 33.33%
AF
3641
Affiance Financial
Minnesota
$383M +$14.1M +4% 2.05% 50.1% 99 4.04%
SDAM
3642
Shulman DeMeo Asset Management
New York
$383M +$5.4M +1% 3.76% 70.1% 135 5.19%
MP
3643
Marcho Partners
United Kingdom
$383M +$42.8M +13% 0.8% 115% 13 38.46%
PI
3644
Pennant Investors
New Jersey
$383M -$21.1M -5% 13.3% 372% 51 21.57%
QFA
3645
Quattro Financial Advisors
Texas
$382M +$30.7M +9% 2.56% 61.8% 90 26.67%
CCM
3646
Carderock Capital Management
Maryland
$382M +$25.4M +7% 2.9% 88.6% 75 17.33%
UW
3647
Unique Wealth
Florida
$382M +$27.6M +8% 2.4% 63.3% 94 9.57%
RW
3648
REDW Wealth
New Mexico
$382M +$10.6M +3% 1.79% 54.1% 166 8.43%
WAM
3649
Wilson Asset Management
Australia
$382M -$5.62M -1% 3.39% 60.7% 30 23.33%
RCI
3650
RS Crum Inc
California
$382M +$14.9M +4% 0.34% 48.5% 96 16.67%