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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
PTB
3926
Pioneer Trust Bank
Oregon
$392M +$12.4M +3% 8.07% 61.4% 80 6.25%
RS
3927
Retirement Solution
Washington
$392M +$39.3M +11% 10.1% 65.2% 49 30.61%
AIS
3928
American Investment Services
Massachusetts
$392M -$176M -31% 5.98% 63.1% 160 18.75%
DF
3929
DecisionPoint Financial
Arizona
$392M +$46.9M +14% 6.7% 43.3% 695 70.94%
AFP
3930
Advus Financial Partners
Florida
$391M +$34.4M +10% 9.27% 73.9% 271 19.93%
FVCM
3931
F&V Capital Management
Florida
$391M +$6M +2% 8.75% 107% 62 24.19%
THC
3932
Truffle Hound Capital
Maryland
$391M +$114M +41% 12.6% 73 46.58%
TC
3933
Tenere Capital
New York
$390M +$27M +7% 17.2% 131% 25 40%
B
3934
BetterWealth
California
$390M +$34.1M +10% 7.06% 55.7% 63 3.17%
CCM
3935
Carderock Capital Management
Maryland
$390M +$13M +3% 8.77% 88.6% 140 50.71%
BF
3936
Brooklyn FI
New York
$390M +$65.9M +20% 8.95% 54.7% 77 15.58%
MIM
3937
Martin Investment Management
Florida
$390M -$6.25M -2% 3.44% 44.7% 53 13.21%
PEA
3938
Park Edge Advisors
Ohio
$390M +$30.8M +9% 8.01% 53.7% 151 14.57%
CGIC
3939
Continental General Insurance Company
Texas
$390M +$101M +35% 10.9% 188% 13 30.77%
CFO
3940
Collective Family Office
Pennsylvania
$389M +$19.5M +5% 6.02% 50.1% 165 9.09%
SWG
3941
Summit Wealth Group
Vermont
$389M +$47.3M +14% 7.16% 53% 114 14.91%
GPA
3942
Guidance Point Advisors
Massachusetts
$389M +$38.1M +11% 10.9% 67.1% 87 4.6%
OWA
3943
Outlook Wealth Advisors
Texas
$389M +$29.4M +8% 9.17% 70% 285 13.68%
SFO
3944
Stenger Family Office
Illinois
$389M 10.8% 102
AR
3945
Apeiron RIA
Texas
$388M +$57.7M +17% 8.66% 63.7% 215 12.56%
MG
3946
MilWealth Group
Wisconsin
$388M +$25.3M +7% 6.89% 36.8% 68 0%
SFA
3947
Semmax Financial Advisors
North Carolina
$388M +$18.6M +5% 6.3% 469 16.84%
VAMG
3948
Voisard Asset Management Group
Michigan
$388M +$45.8M +13% 6.99% 93 13.98%
MAM
3949
Montanaro Asset Management
United Kingdom
$388M +$47M +14% 15% 49.6% 46 15.22%
CPIM
3950
Coalescence Partners Investment Management
New York
$387M +$84.7M +28% 15.5% 17 17.65%