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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
4401
Valtinson Bruner Financial Planning
Minnesota
$286M -$557K -0.2% 2.41% 33.4% 148 9.46%
MCM
4402
Maytus Capital Management
New York
$286M +$1.79M +0.6% 11% 267% 77 71.43%
TI
4403
TTP Investments
California
$286M -$4.82M -2% 5.89% 197% 37 13.51%
AI
4404
Auour Investments
Massachusetts
$286M +$6.07M +2% 1.61% 35.5% 86 10.47%
RWI
4405
Red Wave Investments
Pennsylvania
$286M -$934K -0.3% 0.48% 47% 114 11.4%
CFO
4406
Custos Family Office
Texas
$286M +$9.78M +4% 1.68% 56.2% 71 23.94%
TBWA
4407
Three Bridge Wealth Advisors
California
$286M +$14.5M +5% 4.13% 169% 97 14.43%
CA
4408
Centerpoint Advisors
Massachusetts
$286M -$2.06M -0.7% 1.62% 61.2% 498 10.04%
VBFG
4409
Vishria Bird Financial Group
Tennessee
$285M +$21.7M +8% 5.55% 74.3% 83 6.02%
FP
4410
FFG Partners
Florida
$285M -$3.51M -1% 6.13% 33 18.18%
AIC
4411
Anthracite Investment Company
Texas
$285M +$59.8M +26% 7.3% 111 42.34%
PM
4412
Phraction Management
Connecticut
$285M +$2.45M +0.9% 0.57% 89.7% 75 13.33%
HC
4413
Hendley & Co
Ohio
$285M -$1.76M -0.6% 1.79% 54.8% 59 11.86%
BE
4414
Bonness Enterprises
District of Columbia
$285M -$15.8M -5% 4.41% 94.6% 38 2.63%
PAWA
4415
Palo Alto Wealth Advisors
California
$285M +$43.4M +18% 7.45% 108% 54 12.96%
OPTFSNA
4416
Old Point Trust & Financial Services N A
Virginia
$285M +$6.55M +2% 2.65% 72.6% 400 33.25%
MTIC
4417
Missouri Trust & Investment Company
Missouri
$285M -$1.64M -0.6% 0.99% 56.9% 453 16.11%
GFM
4418
GCQ Funds Management
Australia
$285M 10.7% 10
OFP
4419
OLIO Financial Planning
Virginia
$285M +$47M +20% 2.26% 47.8% 67 34.33%
BFA
4420
Bill Few Associates
Pennsylvania
$284M +$2.67M +0.9% 1.41% 81.8% 186 10.75%
CWM
4421
Concentrum Wealth Management
California
$284M +$27.3M +11% 5.4% 145% 85 20%
FMB
4422
Field & Main Bank
Kentucky
$284M +$3.64M +1% 2.68% 86.2% 258 7.75%
ACG
4423
Anchorage Capital Group
New York
$284M -$97.8M -26% 2% 18.9% 7 0%
PCM
4424
Passive Capital Management
Maryland
$284M -$2.34M -0.8% 2.92% 28.1% 66 3.03%
PLU
4425
Performa Ltd (US)
South Carolina
$284M +$14.8M +5% 0% 46.2% 59 22.03%