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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
B
4101
BetterWealth
California
$222M +$27.7M +14% 7.72% 55.7% 41 17.07%
LJHT
4102
Laurie J. Hall Trustee
$222M +$19.2M +9% 11.9% 96% 327 6.12%
PFS
4103
Physicians Financial Services
North Carolina
$222M +$15.2M +7% 10.3% 100% 111 3.6%
BWP
4104
Balboa Wealth Partners
Arizona
$222M -$5.56M -2% 2.79% 158% 295 16.61%
GJCM
4105
Grand Jean Capital Management
California
$222M -$3.93M -2% 6.56% 61.4% 44 11.36%
P2P
4106
Phase 2 Partners
California
$221M +$10.9M +5% 6.9% 25.1% 30 50%
IF
4107
Insight Folios
North Carolina
$221M +$24.9M +13% 12.7% 32.9% 106 2.83%
NS
4108
Newman & Schimel
Illinois
$221M +$18.9M +9% 6.15% 54 24.07%
MCA
4109
MSH Capital Advisors
Arizona
$221M +$18.3M +9% 9.42% 52.5% 201 9.45%
HIM
4110
Hotaling Investment Management
Pennsylvania
$221M +$12.7M +6% 9.01% 52.6% 129 20.16%
AA
4111
Auxano Advisors
Washington
$221M +$3.63M +2% 3.87% 80.2% 103 11.65%
CAM
4112
Connacht Asset Management
New York
$221M +$80M +57% 32.2% 63.8% 157 52.87%
SAS
4113
Stelac Advisory Services
New York
$221M +$1.15M +0.5% 8.13% 64.9% 169 18.34%
WFA
4114
Wade Financial Advisory
California
$221M +$21.1M +11% 9.51% 15.9% 78 10.26%
SSC
4115
Syverson Strege & Co
Iowa
$221M +$23.5M +12% 10.1% 50.6% 331 12.08%
QC
4116
Qalhat Capital
British Virgin Islands
$221M -$109M -33% 8.15% 90.3% 17 23.53%
TCMNY
4117
Thrive Capital Management (New York)
New York
$221M -$73.1M -25% 23.9% 282% 9 0%
VIA
4118
Vickerman Investment Advisors
Washington
$220M +$13.1M +6% 8.45% 36.7% 76 17.11%
F1I
4119
Fund 1 Investments
Puerto Rico
$220M 23.4% 78.6% 49
AIP
4120
Ahrens Investment Partners
Louisiana
$220M +$30.3M +16% 7.94% 82.3% 207 35.27%
GCA
4121
Gradient Capital Advisors
California
$220M +$10.7M +5% 6.43% 71% 138 8.7%
SAM
4122
Standpoint Asset Management
Arizona
$220M 9.55% 63.2% 8
MCIA
4123
Mountain Capital Investment Advisors
Colorado
$220M +$29M +15% 9.17% 63.3% 93 31.18%
LF
4124
Lantz Financial
Illinois
$220M +$27.7M +14% 9.75% 67.1% 193 21.24%
VM
4125
Venator Management
Pennsylvania
$220M -$14.5M -6% 1.16% 115% 32 21.88%