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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
SPG
3951
Strategic Planning Group
Utah
$301M 12.1% 113
HCM
3952
Harvey Capital Management
Florida
$301M +$17.2M +6% 12.7% 141% 79 17.72%
VDBMI
3953
Van Den Berg Management I
Texas
$301M +$15.8M +6% 7.09% 146% 114 15.79%
OPA
3954
Old Port Advisors
Maine
$301M +$25.5M +9% 9.28% 106% 223 9.87%
BWP
3955
Balboa Wealth Partners
Arizona
$301M +$34.5M +13% 13.5% 158% 331 29.91%
BCFS
3956
Butensky & Cohen Financial Security
Florida
$301M +$25.6M +9% 10.4% 72.2% 99 8.08%
SA
3957
SoftVest Advisors
Texas
$300M -$61.1M -17% 18.2% 146% 6 16.67%
AC
3958
ASB Consultores
Florida
$300M +$45.5M +18% 10.5% 65.1% 164 45.12%
IWMA
3959
Ironwood Wealth Management (Arizona)
Arizona
$300M +$54.6M +22% 8.47% 31.1% 46 4.35%
SP
3960
Stonebrook Private
Michigan
$299M 10.2% 209
MA
3961
MYDA Advisors
New York
$299M -$10.5M -3% 15.8% 189% 137 58.39%
WA
3962
WealthTrust Axiom
Pennsylvania
$299M +$21M +8% 9.3% 101% 258 9.3%
KJWM
3963
Kiley Juergens Wealth Management
Washington
$299M +$21.9M +8% 12.9% 93.3% 73 12.33%
HP
3964
Holowesko Partners
Bahamas
$299M +$61.6M +26% 14.6% 52.1% 32 15.63%
HP
3965
Harbourvest Partners
Massachusetts
$299M +$4.02M +1% 20.6% 6.18% 60 15%
PCG
3966
Prosperity Consulting Group
Maryland
$299M +$80.9M +37% 10.6% 54.9% 205 29.76%
ECA
3967
Endeavour Capital Advisors
Connecticut
$298M +$49.5M +20% 17.8% 72% 33 3.03%
EPP
3968
ETF Portfolio Partners
Kansas
$298M +$27.3M +10% 10.3% 44.3% 50 14%
HFBOT
3969
Home Federal Bank of Tennessee
Tennessee
$298M +$28.5M +11% 11% 65.2% 71 7.04%
NCM
3970
Northwest Capital Management
Oregon
$298M +$39.2M +15% 9.77% 57% 598 13.55%
SCA
3971
Scott Capital Advisors
Oregon
$298M +$47M +19% 10% 46.4% 52 13.46%
OHWP
3972
Oak Harbor Wealth Partners
North Carolina
$298M +$15.6M +6% 10.1% 56.8% 246 15.85%
AWAU
3973
Alliance Wealth Advisors (Utah)
Utah
$298M +$27.8M +10% 10.7% 63.3% 240 13.33%
AA
3974
Auxano Advisors
Washington
$298M +$53M +22% 12.1% 80.2% 136 30.88%
PFM
3975
Peak Financial Management
Massachusetts
$298M +$22.8M +8% 8.91% 51.8% 89 23.6%