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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
ATFA
4651
All Terrain Financial Advisors
Minnesota
$252M -$2.21M -0.9% 1.85% 71.1% 94 13.83%
KWM
4652
KFG Wealth Management
Indiana
$252M +$8.8M +4% 3.28% 50.4% 162 6.79%
VBFP
4653
Valtinson Bruner Financial Planning
Minnesota
$252M +$17.4M +7% 1.75% 36.2% 129 8.53%
SA
4654
Strategic Advocates
Utah
$252M -$7.65M -3% 2.92% 103% 140 25%
HIS
4655
Harvest Investment Services
Illinois
$252M +$3.13M +1% 4.02% 282% 214 35.98%
MCM
4656
Millstreet Capital Management
Massachusetts
$252M -$7.52M -3% 8.88% 4 25%
AA
4657
Argent Advisors
Louisiana
$252M -$1.1M -0.4% 0.25% 63.1% 140 7.14%
SC
4658
Sawyer & Company
Massachusetts
$252M +$1.35M +0.5% 2.88% 97.4% 187 12.3%
MC
4659
Magnitude Capital
New York
$251M +$41.1M +20% 19.5% 1 0%
OWMIAS
4660
One Wealth Management Investment & Advisory Services
Florida
$251M +$6.97M +3% 5.7% 150 14%
OIC
4661
Orion Investment Company
Missouri
$251M 2.97% 64
CCA
4662
Cadent Capital Advisors
Oklahoma
$251M -$420K -0.2% 0.72% 106% 154 19.48%
TC
4663
Truvestments Capital
Florida
$251M -$8.86M -3% 2.92% 131% 730 70%
EGP
4664
Entrust Global Partners
New York
$251M +$36.8M +17% 5.04% 82.3% 8 25%
VAM
4665
Vert Asset Management
California
$251M +$13.1M +6% 1.26% 43.6% 46 17.39%
DP
4666
Divergent Planning
Maryland
$251M +$14.2M +6% 0.57% 43.3% 29 6.9%
BWM
4667
Buska Wealth Management
Wisconsin
$251M +$22.8M +10% 2.56% 58 15.52%
SAMT
4668
Select Asset Management & Trust
Pennsylvania
$251M +$10.2M +4% 1.66% 68.4% 68 8.82%
LVIA
4669
Lind Value II ApS
Denmark
$251M +$106M +73% 3.97% 4 50%
DP
4670
Denver PWM
Colorado
$251M -$8.07M -3% 0.52% 44.8% 274 79.93%
DMKJ
4671
David M. Knott Jr
$251M -$32.1M -11% 1.58% 169% 112 16.96%
RGREA
4672
Ranger Global Real Estate Advisors
Colorado
$251M -$250M -50% 0.6% 18% 33 72.73%
CFO
4673
Custos Family Office
Texas
$250M +$56.6M +29% 2.25% 57.4% 57 22.81%
SRC
4674
Stone Run Capital
New York
$250M -$11.3M -4% 0.44% 77.8% 68 7.35%
ACM
4675
Aubrey Capital Management
United Kingdom
$250M -$31.9M -11% 10% 296% 78 30.77%