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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
4426
Valtinson Bruner Financial Planning
Minnesota
$319M +$22.8M +8% 4.58% 36.2% 161 13.66%
TCMG
4427
TSP Capital Management Group
New Jersey
$319M +$14.6M +5% 10.3% 178% 46 100%
CP
4428
Capital Planning
Washington
$318M -$39.3M -11% 15.7% 68.9% 101 27.72%
OPW
4429
Oxler Private Wealth
New York
$318M +$33.6M +12% 14.8% 92.6% 87 3.45%
1CP
4430
11 Capital Partners
Connecticut
$318M +$16.7M +6% 17.9% 101% 19 15.79%
EW
4431
Evexia Wealth
Wisconsin
$318M +$42.9M +16% 13% 92.5% 84 19.05%
FAP
4432
Financial Advisory Partners
Florida
$318M +$19.1M +6% 7.32% 46.7% 67 5.97%
NCM
4433
Neumann Capital Management
California
$318M +$28.8M +10% 12.4% 79.4% 103 6.8%
CPA
4434
Court Place Advisors
Maryland
$318M +$16.5M +5% 9.05% 92% 153 7.19%
NOI
4435
Newton One Investments
Delaware
$318M +$38.1M +14% 7.22% 38.7% 129 9.3%
BWAM
4436
Boyd Watterson Asset Management
Ohio
$318M +$4.95M +2% 13.6% 101% 436 4.13%
EL
4437
EWA LLC
Pennsylvania
$318M +$48.6M +18% 14.2% 102% 233 27.9%
KC
4438
Knuff & Co
California
$318M +$19.6M +7% 13.3% 85.8% 143 19.58%
CIA
4439
Corigliano Investment Advisers
North Carolina
$318M +$92.3M +41% 1.4% 63 73.02%
OFA
4440
Oak Family Advisors
Illinois
$317M +$20.4M +7% 11.3% 83.5% 119 28.57%
SCM
4441
Seascape Capital Management
New Hampshire
$317M +$30.5M +11% 10.9% 111% 103 9.71%
OFP
4442
OLIO Financial Planning
Virginia
$317M +$27.7M +10% 6.9% 47.8% 64 7.81%
SFP
4443
Sandbox Financial Partners
Maryland
$317M +$33.8M +12% 13% 69.6% 127 17.32%
VST
4444
Van Strum & Towne
California
$317M +$19.3M +6% 7.4% 62.2% 114 4.39%
3F
4445
360 Financial
Minnesota
$317M +$40.5M +15% 10.8% 82.5% 86 12.79%
DWAM
4446
Duncan Williams Asset Management
Tennessee
$317M +$40M +14% 7.97% 156 7.05%
WWM
4447
WJ Wealth Management
Arizona
$317M +$34.1M +12% 13.1% 90.6% 106 31.13%
CPI
4448
Crestview Partners III
New York
$316M -$23.6M -7% 5.95% 51.2% 3 0%
EC
4449
EdgeRock Capital
Colorado
$316M +$176M +125% 9.84% 71.3% 112 41.96%
RWM
4450
Rench Wealth Management
Texas
$316M +$26.4M +9% 11.2% 106% 52 5.77%