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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
HVP
4501
Hudson Value Partners
Florida
$335M -$740K -0.2% 2.02% 124% 114 16.67%
LI
4502
LifeWealth Investments
Florida
$335M +$19.3M +6% 1.62% 169 25.44%
PCM
4503
Passive Capital Management
Maryland
$335M +$15.1M +5% 0.17% 28.1% 109 18.35%
VWA
4504
VSM Wealth Advisory
Maryland
$335M +$1.87M +0.6% 1.3% 524 18.89%
RWI
4505
Red Wave Investments
Pennsylvania
$335M -$1.41M -0.4% 1.5% 47% 124 18.55%
PCS
4506
Private Client Services
Kentucky
$334M +$14.5M +5% 0.21% 231 26.41%
PFU
4507
Parus Finance (UK)
United Kingdom
$334M -$46M -12% 9.01% 199% 38 13.16%
HGA
4508
Hobbs Group Advisors
South Carolina
$334M +$3.01M +0.9% 1.03% 176 15.91%
BWM
4509
Baron Wealth Management
Michigan
$334M +$9.91M +3% 0.39% 86.8% 303 22.44%
MAM
4510
Montanaro Asset Management
United Kingdom
$334M -$24.5M -7% 0.28% 37.4% 48 27.08%
PHWM
4511
Pine Harbor Wealth Management
Maryland
$334M +$8M +2% 1.03% 112 14.29%
CA
4512
Claris Advisors
Missouri
$334M +$6.03M +2% 1.66% 65.7% 72 8.33%
MIM
4513
Martin Investment Management
Florida
$334M -$23.3M -7% 4.21% 44.7% 51 13.73%
SCA
4514
Sandy Cove Advisors
Massachusetts
$334M -$3.54M -1% 2.14% 78% 153 13.07%
PMA
4515
Prudent Man Advisors
Illinois
$334M +$59.2M +22% 0.5% 56.9% 142 10.56%
VFIC
4516
Valley Forge Investment Consultants
Pennsylvania
$334M -$10.2M -3% 1.62% 51.3% 87 12.64%
AW
4517
Atlas Wealth
Ohio
$334M +$4.32M +1% 1.04% 43.5% 117 9.4%
TFG
4518
Tilson Financial Group
New Jersey
$333M +$8.26M +3% 0.42% 39.3% 84 7.14%
HPM
4519
Hoxton Planning & Management
West Virginia
$333M -$1.25M -0.4% 2.04% 70.1% 233 14.16%
IFA
4520
Independence Financial Advisors
New Hampshire
$333M -$30.6M -8% 0.7% 57 14.04%
ACM
4521
Aurdan Capital Management
Pennsylvania
$333M +$8.91M +3% 0.7% 90 6.67%
WHGC
4522
Wealth High Governance Capital
Brazil
$333M -$8.16M -2% 20.4% 424% 69 66.67%
WCM
4523
Westend Capital Management
California
$333M -$23.7M -7% 12.8% 284 27.11%
FLI
4524
Family Legacy Inc
South Carolina
$333M -$1.2M -0.4% 2.3% 69.1% 125 4%
BBNB
4525
Baker Boyer National Bank
Washington
$333M +$1.58M +0.5% 0.37% 44.7% 97 9.28%