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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
DRS
4576
Deane Retirement Strategies
Louisiana
$163M +$2.05M +1% 2.63% 64.7% 65 24.62%
MPA
4577
Marvin & Palmer Associates
Delaware
$163M -$31.4M -16% 1.46% 274% 39 66.67%
CC
4578
Coann Capital
Connecticut
$163M +$16.4M +11% 6.4% 28 82.14%
WC
4579
Weil Company
California
$163M -$14.9M -8% 4.56% 51.9% 134 16.42%
TFA
4580
TPG Financial Advisors
Oregon
$163M +$13.6M +9% 4.9% 47 23.4%
EECFV
4581
EnCap Energy Capital Fund VIII
Texas
$163M +$1M +0.6% 2.26% 6.16% 3 0%
SSW
4582
Stone Summit Wealth
Florida
$163M -$4.85M -3% 5.25% 59.6% 129 4.65%
ROC
4583
Robertson Opportunity Capital
Texas
$162M -$2.3M -1% 0.1% 93.4% 26 0%
HIG
4584
Heritage Investment Group
Florida
$162M -$11.1M -6% 4.52% 41.4% 82 13.41%
BFS
4585
Burrus Financial Services
Utah
$162M -$11.9M -7% 5.82% 30.2% 10 20%
VIM
4586
Vista Investment Management
Pennsylvania
$162M -$3.11M -2% 3.84% 42.4% 164 6.1%
NIA
4587
NIA Impact Advisors
California
$162M -$4.4M -3% 0.24% 67 10.45%
CCC
4588
Chelsea Counsel Company
California
$162M -$32.5M -17% 6.16% 94.6% 101 22.77%
WCA
4589
Whetstone Capital Advisors
Kansas
$162M -$8.47M -5% 1.63% 201% 29 41.38%
PFA
4590
Professional Financial Advisors
Nebraska
$162M -$17M -9% 5.1% 52.8% 522 9.2%
VBFP
4591
Valtinson Bruner Financial Planning
Minnesota
$162M -$2.07M -1% 4.06% 33.4% 106 12.26%
HS
4592
Horan Securities
United States
$162M -$4.09M -2% 5.47% 50.1% 837 33.33%
EBA
4593
Eagle Bay Advisors
New York
$162M -$3.34M -2% 3.73% 62.7% 1,155 19.31%
BBWA
4594
Bell & Brown Wealth Advisors
California
$162M -$25.1M -13% 3.71% 74 13.51%
1C
4595
1623 Capital
Virginia
$162M +$1.51M +0.9% 2.64% 11.9% 51 23.53%
MFS
4596
Madrona Financial Services
Washington
$162M -$8.82M -5% 3.87% 75.4% 78 7.69%
ARIS
4597
Advanced Research Investment Solutions
California
$162M -$18.1M -10% 10.7% 13.1% 188 42.02%
HFG
4598
Heron Financial Group
New York
$162M -$3.01M -2% 4.3% 47.5% 141 8.51%
CCM
4599
Cribstone Capital Management
Maine
$162M -$903K -0.6% 4.71% 22.4% 551 21.23%
AC
4600
Addison Capital
Pennsylvania
$162M -$9.27M -5% 1.29% 54.2% 133 7.52%