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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
FFA
4426
Fi3 Financial Advisors
Indiana
$346M +$19.5M +6% 1.11% 83.1% 242 30.58%
VW
4427
Vance Wealth
California
$346M +$9.55M +3% 1.17% 66.4% 122 8.2%
CFS
4428
CGC Financial Services
Oregon
$346M -$27.7M -7% 0.26% 41.1% 359 13.09%
PC
4429
Prairiewood Capital
North Dakota
$346M +$23.8M +7% 2.69% 43% 82 14.63%
AUL
4430
AlphaGrep UK Ltd
$346M +$46.2M +15% 1.88% 959 52.35%
OPW
4431
Osprey Private Wealth
New York
$345M -$2.13M -0.6% 4.94% 83 12.05%
AIM
4432
Aikya Investment Management
United Kingdom
$345M -$96.2M -22% 22.6% 4 0%
BIP
4433
Bouvel Investment Partners
Pennsylvania
$345M -$2.24M -0.6% 1.34% 187% 88 20.45%
ICM
4434
III Capital Management
Florida
$344M -$335M -49% 4.85% 12.2% 80 61.25%
PCM
4435
Presidio Capital Management
California
$344M +$11.5M +3% 0.31% 56.1% 84 15.48%
SEEDPG
4436
S.E.E.D. Planning Group
New York
$344M -$6.53M -2% 1.73% 45.1% 100 25%
GLCM
4437
Greenlea Lane Capital Management
Connecticut
$344M +$1.64M +0.5% 9.08% 99.7% 10 30%
TF
4438
Threadgill Financial
Texas
$344M +$101M +42% 1.93% 49.3% 59 32.2%
FMB
4439
Field & Main Bank
Kentucky
$344M -$3.32M -1% 0.76% 107% 266 4.14%
SMG
4440
Smart Money Group
Texas
$344M +$851K +0.2% 1.65% 58.9% 88 7.95%
TCMNY
4441
Thrive Capital Management (New York)
New York
$344M -$8.4M -2% 29.5% 205% 5 20%
BA
4442
Ballast Advisors
Minnesota
$344M -$18.9M -5% 1.82% 66.7% 408 58.09%
CWM
4443
Cedar Wealth Management
California
$344M +$9.23M +3% 0.59% 68.1% 237 64.14%
LWM
4444
Long Walk Management
Connecticut
$344M -$106M -24% 9.77% 261% 13 38.46%
MJP
4445
Michael J. Puzo
$343M -$23.9M -7% 1.69% 90.3% 77 20.78%
JF
4446
Joule Financial
Kentucky
$343M +$9.53M +3% 1.5% 55.5% 119 12.61%
TCOO
4447
Trust Company of Oklahoma
Oklahoma
$343M +$322K +0.1% 0.37% 88.7% 151 19.87%
LKIM
4448
Lawson Kroeker Investment Management
Nebraska
$343M +$7.05M +2% 10.2% 64.5% 62 4.84%
WIA
4449
Westbourne Investment Advisors
Maryland
$343M -$19.4M -5% 4.51% 89.4% 122 10.66%
AWA
4450
Acorn Wealth Advisors
Michigan
$343M +$7.32M +2% 0.56% 53.6% 279 9.32%