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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
4676
Valtinson Bruner Financial Planning
Minnesota
$173M +$10.9M +7% 6.39% 33.4% 122 22.95%
AC
4677
Athos Capital
Hong Kong
$173M -$63.1M -27% 5.81% 82.2% 151 46.36%
SWM
4678
Scissortail Wealth Management
Oklahoma
$173M -$19.9M -10% 12.2% 56.6% 174 82.76%
BFS
4679
Burrus Financial Services
Utah
$173M +$10.2M +6% 5.58% 30.2% 10 10%
LCM
4680
LRT Capital Management
Texas
$173M +$26M +18% 9.35% 43.4% 70 27.14%
GWM
4681
Gray Wealth Management
Maine
$173M +$15.9M +10% 8.74% 22.1% 123 17.07%
KIM
4682
Kestrel Investment Management
California
$172M +$14.7M +9% 15.6% 82.9% 42 16.67%
MRI
4683
Mad River Investors
Massachusetts
$172M +$35.1M +26% 27.7% 206% 27 7.41%
BIA
4684
Bigelow Investment Advisors
Maine
$172M +$4.75M +3% 8.21% 53.9% 151 12.58%
PIA
4685
Powell Investment Advisors
Florida
$172M +$19.8M +13% 7.15% 76.1% 142 19.72%
GWSA
4686
Global Wealth Strategies & Associates
Colorado
$172M 7.2% 62.5% 346
WWM
4687
WJ Wealth Management
Arizona
$172M +$12.8M +8% 7.57% 73.3% 59 22.03%
NIA
4688
NIA Impact Advisors
California
$172M +$10M +6% 7.54% 65 15.38%
SFS
4689
Searcy Financial Services
Kansas
$172M +$14.2M +9% 4.55% 58.5% 20 15%
ST
4690
SAL Trading
Pennsylvania
$172M -$64.2M -27% 13.3% 18.9% 59 64.41%
FC
4691
FACT Capital
New York
$172M 17.4% 169% 12
BKA
4692
Brick & Kyle Associates
Pennsylvania
$172M +$6.97M +4% 9.27% 82.3% 57 1.75%
GAG
4693
Goodman Advisory Group
Massachusetts
$172M -$11.5M -6% 8.82% 62.7% 170 16.47%
JA
4694
JVL Associates
Michigan
$172M +$6.55M +4% 5.84% 73.3% 41 19.51%
KC
4695
Kinloch Capital
Virginia
$172M +$20.3M +13% 13% 48.9% 77 19.48%
FWM
4696
FSA Wealth Management
Massachusetts
$172M +$28.8M +20% 7.01% 59 32.2%
WA
4697
Waterford Advisors
New York
$172M 7.35% 40.5% 50
CCM
4698
Cribstone Capital Management
Maine
$172M +$9.92M +6% 6.61% 22.4% 483 19.88%
TPW
4699
TL Private Wealth
Texas
$172M +$10.4M +6% 6.51% 46% 47 14.89%
VWM
4700
Vigilare Wealth Management
Arizona
$171M +$94.1M +122% 4.72% 56.9% 118 22.03%