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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
4576
Valtinson Bruner Financial Planning
Minnesota
$252M +$17.4M +7% 1.75% 33.4% 129 8.53%
SA
4577
Strategic Advocates
Utah
$252M -$7.65M -3% 2.92% 140 25%
HIS
4578
Harvest Investment Services
Illinois
$252M +$3.13M +1% 4.02% 223% 214 35.98%
MCM
4579
Millstreet Capital Management
Massachusetts
$252M -$7.52M -3% 8.88% 4 25%
AA
4580
Argent Advisors
Louisiana
$252M -$1.1M -0.4% 0.25% 51.7% 140 7.14%
SC
4581
Sawyer & Company
Massachusetts
$252M +$1.35M +0.5% 2.88% 97.4% 187 12.3%
MC
4582
Magnitude Capital
New York
$251M +$41.1M +20% 19.5% 1 0%
OWMIAS
4583
One Wealth Management Investment & Advisory Services
Florida
$251M +$6.97M +3% 5.7% 150 14%
OIC
4584
Orion Investment Company
Missouri
$251M 2.97% 64
CCA
4585
Cadent Capital Advisors
Oklahoma
$251M -$420K -0.2% 0.72% 106% 154 19.48%
TC
4586
Truvestments Capital
Florida
$251M -$8.86M -3% 2.92% 86.7% 730 70%
EGP
4587
Entrust Global Partners
New York
$251M +$36.8M +17% 5.04% 75.6% 8 25%
VAM
4588
Vert Asset Management
California
$251M +$13.1M +6% 1.26% 43.6% 46 17.39%
DP
4589
Divergent Planning
Maryland
$251M +$14.2M +6% 0.57% 43.3% 29 6.9%
BWM
4590
Buska Wealth Management
Wisconsin
$251M +$22.8M +10% 2.56% 58 15.52%
SAMT
4591
Select Asset Management & Trust
Pennsylvania
$251M +$10.2M +4% 1.66% 60.9% 68 8.82%
LVIA
4592
Lind Value II ApS
Denmark
$251M +$106M +73% 3.97% 4 50%
DP
4593
Denver PWM
Colorado
$251M -$8.07M -3% 0.52% 36.2% 274 79.93%
DMKJ
4594
David M. Knott Jr
$251M -$32.1M -11% 1.58% 144% 112 16.96%
CFO
4595
Custos Family Office
Texas
$250M +$56.6M +29% 2.25% 56.2% 57 22.81%
SRC
4596
Stone Run Capital
New York
$250M -$11.3M -4% 0.44% 77.8% 68 7.35%
ACM
4597
Aubrey Capital Management
United Kingdom
$250M -$31.9M -11% 10% 296% 78 30.77%
RWM
4598
Reston Wealth Management
Virginia
$250M +$3.83M +2% 1.43% 60.7% 54 5.56%
AWM
4599
Accel Wealth Management
Iowa
$250M +$14.2M +6% 1.41% 77.4% 255 15.29%
LCI
4600
L1 Capital International
Australia
$250M +$25M +11% 0.36% 21 14.29%