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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
HIG
4701
Heritage Investment Group
Florida
$162M -$11.1M -6% 4.52% 51.2% 82 13.41%
BFS
4702
Burrus Financial Services
Utah
$162M -$11.9M -7% 5.82% 30.2% 10 20%
VIM
4703
Vista Investment Management
Pennsylvania
$162M -$3.11M -2% 3.84% 54.4% 164 6.1%
NIA
4704
NIA Impact Advisors
California
$162M -$4.4M -3% 0.24% 67 10.45%
CCC
4705
Chelsea Counsel Company
California
$162M -$32.5M -17% 6.16% 106% 101 22.77%
WCA
4706
Whetstone Capital Advisors
Kansas
$162M -$8.47M -5% 1.63% 282% 29 41.38%
PFA
4707
Professional Financial Advisors
Nebraska
$162M -$17M -9% 5.1% 52.8% 522 9.2%
VBFP
4708
Valtinson Bruner Financial Planning
Minnesota
$162M -$2.07M -1% 4.06% 36.2% 106 12.26%
HS
4709
Horan Securities
United States
$162M -$4.09M -2% 5.47% 50.1% 837 33.33%
EBA
4710
Eagle Bay Advisors
New York
$162M -$3.34M -2% 3.73% 78.4% 1,155 19.31%
BBWA
4711
Bell & Brown Wealth Advisors
California
$162M -$25.1M -13% 3.71% 74 13.51%
1C
4712
1623 Capital
Virginia
$162M +$1.51M +0.9% 2.64% 11.9% 51 23.53%
MFS
4713
Madrona Financial Services
Washington
$162M -$8.82M -5% 3.87% 75.4% 78 7.69%
ARIS
4714
Advanced Research Investment Solutions
California
$162M -$18.1M -10% 10.7% 13.1% 188 42.02%
HFG
4715
Heron Financial Group
New York
$162M -$3.01M -2% 4.3% 47.5% 141 8.51%
CCM
4716
Cribstone Capital Management
Maine
$162M -$903K -0.6% 4.71% 22.4% 551 21.23%
AC
4717
Addison Capital
Pennsylvania
$162M -$9.27M -5% 1.29% 59.7% 133 7.52%
EP
4718
EPIQ Partners
Minnesota
$162M -$1.59M -1% 1.58% 44.3% 85 7.06%
MWAM
4719
Manhattan West Asset Management
California
$162M -$3.86M -2% 3.98% 65.6% 109 14.68%
TWCM
4720
True Wind Capital Management
California
$161M -$38.4M -19% 18.9% 119% 3 0%
AA
4721
Addison Advisors
Vermont
$161M -$3.73M -2% 5.02% 50.2% 791 10.11%
TPW
4722
TL Private Wealth
Texas
$161M -$10.5M -6% 4.41% 46% 42 4.76%
WBC
4723
West Branch Capital
Massachusetts
$161M -$12M -7% 5.85% 139% 486 10.29%
C1AG
4724
Client 1st Advisory Group
Florida
$161M -$7.26M -4% 6.08% 57.4% 83 15.66%
FCM
4725
Forager Capital Management
Alabama
$161M -$48.6M -23% 18.5% 52.6% 14 14.29%