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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
TFA
4201
Triad Financial Advisors
North Carolina
$230M +$5.49M +2% 5.04% 115 19.13%
NI
4202
Noked Israel
Israel
$230M -$31.8M -12% 30.6% 202% 31 41.94%
JWM
4203
Jeppson Wealth Management
California
$230M -$8.1M -3% 6.39% 77.2% 210 7.14%
BF
4204
Blankinship & Foster
California
$230M -$403K -0.2% 7.07% 49.6% 55 5.45%
PP
4205
Prosperity Planning
Missouri
$230M +$27.2M +13% 4.3% 40.5% 90 21.11%
AAM
4206
Ameraudi Asset Management
New York
$229M -$2.9M -1% 4.54% 40.2% 64 17.19%
MMFA
4207
Main Management Fund Advisors
California
$229M +$70.8M +45% 10.4% 77.7% 9 22.22%
BIG
4208
Builder Investment Group
Georgia
$229M +$18.7M +9% 15.8% 153% 93 4.3%
SCA
4209
St. Clair Advisors
Ohio
$229M +$70.2M +44% 6.83% 64% 81 29.63%
PCM
4210
Passive Capital Management
Maryland
$229M +$9.41M +4% 3.24% 28.1% 53 1.89%
E
4211
ETFidea
New York
$229M +$12.8M +6% 4.86% 22.7% 108 5.56%
SIC
4212
Shoker Investment Counsel
Ohio
$229M +$5.81M +3% 4.69% 58.5% 93 5.38%
BIA
4213
BHK Investment Advisors
Alabama
$229M +$51M +29% 5.47% 54.6% 66 22.73%
SFS
4214
Shaker Financial Services
Virginia
$229M +$15.1M +7% 1.56% 13.1% 174 28.16%
KC
4215
Kize Capital
New York
$229M -$10.2M -4% 1.83% 25.6% 6 0%
KAM
4216
KEB Asset Management
Illinois
$229M +$40.5M +22% 3.7% 68.9% 62 12.9%
AGC
4217
Aspen Grove Capital
Colorado
$229M +$12.5M +6% 6.57% 77% 178 23.03%
OPTFSNA
4218
Old Point Trust & Financial Services N A
Virginia
$229M +$11.7M +5% 1.85% 72.6% 84 5.95%
DSCM
4219
Divisadero Street Capital Management
Florida
$229M +$94.9M +71% 26.5% 640% 71 77.46%
AWA
4220
Aquire Wealth Advisors
Utah
$229M +$27.5M +14% 5.64% 43.4% 39 10.26%
JIC
4221
JRM Investment Counsel
Nebraska
$228M -$4.75M -2% 2.02% 61.2% 22 9.09%
NAH
4222
Neumann Advisory (HK)
Hong Kong
$228M +$65.5M +40% 53.9% 88.4% 14 0%
LFA
4223
Landmark Financial Advisors
Kentucky
$228M +$11M +5% 3.4% 11.8% 91 8.79%
RDFA
4224
Ritter Daniher Financial Advisory
Ohio
$228M +$17.5M +8% 4.62% 56.7% 322 15.53%
NCM
4225
Neumann Capital Management
California
$228M +$14.5M +7% 7.98% 79.4% 90 1.11%