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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
DI
4701
Disciplined Investments
Oklahoma
$170M +$20.3M +14% 5.99% 41.9% 424 26.89%
VBFP
4702
Valtinson Bruner Financial Planning
Minnesota
$170M +$10.4M +7% 2.92% 33.4% 94 31.91%
KAM
4703
Karani Asset Management
New York
$170M +$690K +0.4% 6.29% 52 21.15%
PA
4704
PSI Advisors
Florida
$170M +$24.7M +17% 7.83% 47.5% 146 26.03%
WC
4705
Wealth CMT
New Jersey
$170M +$9.44M +6% 4.87% 25% 19 0%
EH
4706
Employers Holdings
Nevada
$170M +$3.84M +2% 6.62% 150 6.67%
DA
4707
Detalus Advisors
Missouri
$170M +$10.5M +7% 5.6% 67.9% 110 10.91%
PBT
4708
Pictet Bank & Trust
Bahamas
$170M +$9.84M +6% 4.61% 66.3% 63 7.94%
ETCM
4709
Evolutionary Tree Capital Management
Virginia
$169M +$38M +29% 3.43% 100% 45 20%
WAOTB
4710
Wealth Advisors of Tampa Bay
Florida
$169M +$25.6M +18% 8.58% 73.5% 82 12.2%
MP
4711
Marlowe Partners
New York
$169M -$17.5M -9% 7.29% 16.3% 13 38.46%
MSWMA
4712
Market Street Wealth Management Advisors
Indiana
$169M +$40.8M +32% 7% 39.6% 61 29.51%
T2I
4713
Turim 21 Investimentos
Brazil
$169M +$150M +773% 3.98% 62% 184 100%
WU
4714
Wealthsimple US
New York
$169M -$14M -8% 0.05% 26 19.23%
VPI
4715
VELT Partners Investimentos
Brazil
$169M -$16.7M -9% 17.7% 19.4% 4 25%
SFP
4716
Strategic Financial Partners
Oregon
$169M +$15.8M +10% 4.98% 43% 64 4.69%
NC
4717
Nucleo Capital
Brazil
$169M -$184M -52% 16.2% 116% 4 25%
GCA
4718
Genesee Capital Advisors
New York
$168M +$15.8M +10% 3.57% 71.5% 99 22.22%
BC
4719
Birchview Capital
Vermont
$168M -$5.13M -3% 0.71% 233% 57 21.05%
AFA
4720
Alta Fundamental Advisers
New York
$168M +$26.1M +18% 24.7% 268% 28 50%
GEH
4721
General Equity Holdings
New York
$168M -$23.7M -12% 8.79% 1,293% 15 53.33%
EW
4722
Emerson Wealth
Michigan
$168M -$1M -0.6% 7.05% 18.1% 39 46.15%
HBCM
4723
Heron Bay Capital Management
Michigan
$168M +$14.6M +10% 9.99% 50.9% 75 16%
JWM
4724
Jeppson Wealth Management
California
$168M +$17.8M +12% 5.38% 77.2% 145 10.34%
MA
4725
Menlo Advisors
California
$168M +$17.1M +11% 7.96% 81.9% 42 16.67%