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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
VBFP
4376
Valtinson Bruner Financial Planning
Minnesota
$139M +$16.5M +13% 3.98% 33.4% 76 14.47%
NEGWA
4377
New England Guild Wealth Advisors
Connecticut
$139M +$50K +0% 5.05% 6.04% 57 5.26%
SFS
4378
Searcy Financial Services
Kansas
$139M +$4.31M +3% 5.22% 58.5% 16 0%
SV
4379
Stilwell Value
New York
$139M +$6.12M +5% 3.33% 93.8% 44 15.91%
RIM
4380
Rush Island Management
New York
$139M -$50.7M -27% 10.1% 2.61% 18 55.56%
JAM
4381
JW Asset Management
Florida
$139M +$25.1M +22% 31.3% 126% 13 46.15%
WLPWM
4382
Walled Lake Planning & Wealth Management
Illinois
$139M 6.83% 51.7% 278
UA
4383
Unison Advisors
District of Columbia
$139M +$8.54M +7% 9.07% 54.6% 168 3.57%
SAS
4384
Stelac Advisory Services
New York
$138M -$2.34M -2% 5.54% 64.9% 117 33.33%
BAM
4385
Boyar Asset Management
New York
$138M +$6.69M +5% 8.63% 58.4% 72 8.33%
WTFG
4386
Wells Trecaso Financial Group
Ohio
$138M +$12.8M +10% 11.1% 108% 72 8.33%
CMI
4387
Clare Market Investments
Texas
$138M +$32.9M +31% 12.8% 96 30.21%
WSC
4388
White Square Capital
United Kingdom
$138M +$18.1M +15% 29.8% 542% 17 76.47%
BA
4389
Bennicas & Associates
California
$138M +$9.19M +7% 7% 40.3% 87 6.9%
NF
4390
Nikulski Financial
Iowa
$138M +$18.2M +15% 8.5% 74.4% 94 7.45%
AC
4391
Arjuna Capital
North Carolina
$138M +$20.9M +18% 9.84% 74.9% 90 18.89%
BDF
4392
Black Diamond Financial
Maryland
$138M +$2.42M +2% 7.18% 50.7% 73 13.7%
SWMG
4393
Sanchez Wealth Management Group
Florida
$138M +$16.8M +14% 7.81% 56.9% 26 26.92%
GCM
4394
Garland Capital Management
Washington
$138M -$1.89M -1% 5.21% 55.7% 37 13.51%
GGI
4395
GPM Growth Investors
Michigan
$138M 10% 34
SPIO
4396
Seven Post Investment Office
California
$138M -$1.71M -1% 1.96% 54.5% 29 17.24%
BMCM
4397
Bryn Mawr Capital Management
Pennsylvania
$138M +$18M +15% 8.46% 59.2% 92 16.3%
MWA
4398
MFA Wealth Advisors
Pennsylvania
$138M +$15M +12% 6.58% 64.7% 44 13.64%
SPC
4399
Stony Point Capital
New York
$138M 8.46% 146% 22
CP
4400
Corbenic Partners
Pennsylvania
$138M 7.63% 181