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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
MFA
4576
Morling Financial Advisors
California
$287M +$24.4M +9% 2.41% 91.2% 124 21.77%
CPIA
4577
Cornell Pochily Investment Advisors
New York
$286M -$1.59M -0.6% 1.88% 83.7% 181 11.05%
VBFP
4578
Valtinson Bruner Financial Planning
Minnesota
$286M -$557K -0.2% 2.41% 36.2% 148 9.46%
MCM
4579
Maytus Capital Management
New York
$286M +$1.79M +0.6% 11% 442% 77 71.43%
TI
4580
TTP Investments
California
$286M -$4.82M -2% 5.89% 197% 37 13.51%
AI
4581
Auour Investments
Massachusetts
$286M +$6.07M +2% 1.61% 35.5% 86 10.47%
RWI
4582
Red Wave Investments
Pennsylvania
$286M -$934K -0.3% 0.48% 58% 114 11.4%
CFO
4583
Custos Family Office
Texas
$286M +$9.78M +4% 1.68% 57.4% 71 23.94%
TBWA
4584
Three Bridge Wealth Advisors
California
$286M +$14.5M +5% 4.13% 169% 97 14.43%
CA
4585
Centerpoint Advisors
Massachusetts
$286M -$2.06M -0.7% 1.62% 74.2% 498 10.04%
VBFG
4586
Vishria Bird Financial Group
Tennessee
$285M +$21.7M +8% 5.55% 74.3% 83 6.02%
FP
4587
FFG Partners
Florida
$285M -$3.51M -1% 6.13% 33 18.18%
AIC
4588
Anthracite Investment Company
Texas
$285M +$59.8M +26% 7.3% 111 42.34%
GVCM
4589
Global View Capital Management
Wisconsin
$285M 2.24% 122
PM
4590
Phraction Management
Connecticut
$285M +$2.45M +0.9% 0.57% 89.7% 75 13.33%
LN
4591
Lightrock Netherlands
Netherlands
$285M 3.49% 38
THC
4592
Truffle Hound Capital
Maryland
$285M 8.99% 52
HC
4593
Hendley & Co
Ohio
$285M -$1.76M -0.6% 1.79% 54.8% 59 11.86%
BE
4594
Bonness Enterprises
District of Columbia
$285M -$15.8M -5% 4.41% 94.6% 38 2.63%
PAWA
4595
Palo Alto Wealth Advisors
California
$285M +$43.4M +18% 7.45% 108% 54 12.96%
OPTFSNA
4596
Old Point Trust & Financial Services N A
Virginia
$285M +$6.55M +2% 2.65% 72.6% 400 33.25%
MTIC
4597
Missouri Trust & Investment Company
Missouri
$285M -$1.64M -0.6% 0.99% 65.1% 453 16.11%
GFM
4598
GCQ Funds Management
Australia
$285M 10.7% 10
OFP
4599
OLIO Financial Planning
Virginia
$285M +$47M +20% 2.26% 47.8% 67 34.33%
BFA
4600
Bill Few Associates
Pennsylvania
$284M +$2.67M +0.9% 1.41% 81.8% 186 10.75%