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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
FA
4401
FC Advisory
Pennsylvania
$296M -$2.52M -0.8% 1.84% 42.9% 111 9.91%
VBFP
4402
Valtinson Bruner Financial Planning
Minnesota
$296M +$9.45M +3% 0.24% 36.2% 159 17.61%
AVM
4403
Altos Ventures Management
California
$296M -$572M -66% 0.74% 220% 1 0%
AM
4404
Atwater Malick
Pennsylvania
$296M -$2.91M -1% 2.75% 79.1% 79 8.86%
HP
4405
Holistic Planning
Texas
$295M +$19.4M +7% 1.57% 196 15.82%
GCM
4406
GoodHaven Capital Management
New Jersey
$295M -$14.8M -5% 1.24% 80.7% 27 7.41%
SSW
4407
Stone Summit Wealth
Florida
$295M -$2.78M -0.9% 1.82% 59.6% 140 1.43%
CMP
4408
Courage Miller Partners
Virginia
$295M +$3.09M +1% 0% 40.3% 83 4.82%
WA
4409
Wambolt & Associates
Colorado
$295M -$18M -6% 0.94% 62.2% 185 9.19%
VBFG
4410
Vishria Bird Financial Group
Tennessee
$294M +$8.93M +3% 8.01% 74.3% 85 9.41%
CI
4411
Cavalier Investments
Georgia
$294M -$4.96M -2% 3.02% 171% 88 30.68%
SPG
4412
Snow Phipps Group
New York
$294M +$4.95M +2% 1.9% 89.2% 2 0%
HA
4413
Hamel Associates
New Jersey
$294M -$16.5M -5% 2.64% 50.6% 75 6.67%
MBFW
4414
Morton Brown Family Wealth
Pennsylvania
$294M +$7.28M +3% 1.08% 50% 359 30.36%
LFA
4415
Level Financial Advisors
New York
$294M +$21.6M +8% 0.3% 41.5% 86 9.3%
SCM
4416
Sophron Capital Management
New Jersey
$294M +$41.1M +16% 1.7% 44 25%
SMG
4417
Smart Money Group
Texas
$294M +$4.48M +2% 2.37% 58.9% 103 32.04%
NFP
4418
Narus Financial Partners
Utah
$294M -$1.67M -0.6% 2.73% 88.9% 160 16.25%
TJHA
4419
Thomas J. Herzfeld Advisors
Florida
$294M -$18.1M -6% 1.64% 17.7% 155 22.58%
PC
4420
Pecaut & Co
Iowa
$294M +$4.15M +1% 1.56% 67.6% 79 7.59%
BCM
4421
Boone Capital Management
Georgia
$294M -$2.64M -0.9% 5.47% 278% 16 43.75%
HWMO
4422
Heritage Wealth Management (Ohio)
Ohio
$294M -$6.98M -2% 0.33% 238 10.08%
AZ
4423
Aquamarine Zurich
Switzerland
$294M +$6.07M +2% 4.45% 74.8% 15 13.33%
TM
4424
Tikvah Management
North Carolina
$294M -$73.6M -20% 16.4% 169% 25 8%
APA
4425
Astoria Portfolio Advisors
New York
$294M +$13.1M +5% 0.91% 75.4% 268 30.6%