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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
WMA
4201
Wealth Management Associates
New Jersey
$124M +$23.9M +24% 2.21% 111% 148 35.14%
FMTCOCP
4202
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$124M +$9.6M +8% 2.96% 60.9% 328 7.62%
MFG
4203
Monte Financial Group
Connecticut
$124M +$6.02M +5% 2.67% 55% 72 6.94%
MI
4204
Moneywise Inc
Virginia
$124M -$7.14M -5% 0.72% 58% 43 11.63%
SA
4205
Shilanski & Associates
Alaska
$124M +$385K +0.3% 1.03% 84.2% 96 14.58%
VNB
4206
Virginia National Bank
Virginia
$124M -$10.2M -8% 1.79% 97 8.25%
BMC
4207
Beaton Management Company
Massachusetts
$123M +$2.85M +2% 1.85% 79.9% 122 9.02%
UIA
4208
UBP Investment Advisors
Switzerland
$123M +$12.4M +11% 0.33% 11.2% 56 21.43%
KAH
4209
Kathryn A. Hall
$123M -$2.36M -2% 0.97% 95.2% 40 27.5%
MWA
4210
MFA Wealth Advisors
Pennsylvania
$123M -$10.1M -8% 0.2% 64.7% 43 11.63%
VBFP
4211
Valtinson Bruner Financial Planning
Minnesota
$123M +$4.53M +4% 1.03% 33.4% 69 31.88%
NSB
4212
Norway Savings Bank
Maine
$123M +$5.1M +4% 2.24% 101% 258 6.2%
BCFA
4213
BP Capital Fund Advisors
Texas
$123M -$13.1M -10% 6.61% 17.9% 50 36%
JC
4214
Jentner Corp
Ohio
$123M +$1.65M +1% 0.18% 38.9% 40 12.5%
JA
4215
JVL Associates
Michigan
$122M +$3.79M +3% 2.62% 73.3% 42 4.76%
AIA
4216
Armor Investment Advisors
North Carolina
$122M +$3.67M +3% 2.58% 43.8% 150 3.33%
BAM
4217
Broadmark Asset Management
California
$122M -$75.9M -38% 1.22% 39.6% 3 33.33%
POIA
4218
Pin Oak Investment Advisors
Texas
$122M -$6.45M -5% 1.05% 55.7% 476 15.76%
DLHL
4219
Donald L. Hagan LLC
Florida
$122M +$6.19M +5% 2.45% 47.9% 106 25.47%
MWM
4220
MorganRosel Wealth Management
Colorado
$122M +$470K +0.4% 0.97% 51.9% 80 27.5%
NWM
4221
Northwest Wealth Management
Iowa
$122M -$2.14M -2% 0.34% 63.4% 120 7.5%
YU
4222
Yale University
Connecticut
$122M +$748K +0.6% 1.66% 41.5% 12 50%
BBWA
4223
Bell & Brown Wealth Advisors
California
$122M +$8.15M +7% 1.57% 88 13.64%
RCC
4224
Red Cedar Capital
Nebraska
$121M +$3.4M +3% 2.74% 43% 157 6.37%
OFG
4225
OTA Financial Group
New York
$121M -$6.88M -5% 6.37% 320% 79 79.75%