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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
OPTFSNA
4751
Old Point Trust & Financial Services N A
Virginia
$287M +$1.64M +0.6% 7.67% 72.6% 361 13.57%
HC
4752
Hendley & Co
Ohio
$286M +$372K +0.1% 7.39% 54.8% 54 20.37%
CTEF
4753
Capital Today Evergreen Fund
Cayman Islands
$286M -$42.3M -13% 12.7% 23.7% 3 0%
BCH
4754
Berkshire Capital Holdings
California
$286M +$76.7M +37% 59.3% 2,748% 102 5.88%
SA
4755
Sicart Associates
New York
$286M -$3.33M -1% 11.7% 99.1% 78 23.08%
VWM
4756
VCI Wealth Management
Missouri
$286M +$47.3M +20% 11.6% 104 2.88%
FFA
4757
Fairfield Financial Advisors
Massachusetts
$285M +$20.1M +8% 7.51% 75 17.33%
RWM
4758
Reston Wealth Management
Virginia
$285M +$38M +15% 9.58% 60.7% 58 22.41%
CCP
4759
Carmel Capital Partners
California
$285M +$30.9M +12% 10.2% 65.1% 171 22.22%
BIP
4760
Blue Investment Partners
California
$285M +$19.5M +7% 9.41% 58 25.86%
NG
4761
NWK Group
California
$285M +$66.1M +30% 28.4% 268% 72 18.06%
DFA
4762
Delta Financial Advisors
Louisiana
$284M +$18.1M +7% 9.71% 96% 113 2.65%
PHWM
4763
Pine Harbor Wealth Management
Maryland
$284M +$34.4M +14% 7.58% 109 20.18%
LC
4764
LCNB Corp
Ohio
$284M +$12.6M +5% 8.85% 75.2% 190 7.37%
HCM
4765
Harspring Capital Management
New York
$284M +$22.7M +9% 7.76% 70.6% 18 16.67%
HS
4766
Horan Securities
United States
$284M +$19.9M +8% 8.57% 50.1% 155 14.84%
QFA
4767
Quattro Financial Advisors
Texas
$284M -$7.58M -3% 11.8% 61.8% 91 17.58%
LAM
4768
Lountzis Asset Management
Pennsylvania
$284M +$19.4M +7% 9.77% 144% 53 1.89%
RFS
4769
Retirement Financial Solutions
Tennessee
$284M +$27.2M +11% 6.37% 50% 39 7.69%
LBWM
4770
Left Brain Wealth Management
Illinois
$284M +$54.7M +24% 31.4% 357% 115 39.13%
TWD
4771
True Wealth Design
Ohio
$284M +$21.2M +8% 7.53% 53% 2,879 18.83%
CPW
4772
Cove Private Wealth
New York
$284M +$93.5M +49% 13.5% 158 24.68%
CWM
4773
Core Wealth Management
Florida
$284M +$23M +9% 6.59% 41.1% 32 6.25%
PFP
4774
Patriot Financial Partners
Pennsylvania
$284M -$13.1M -4% 1.61% 16.6% 10 10%
LAM
4775
Lynch Asset Management
Pennsylvania
$283M +$60.7M +27% 24% 190% 59 30.51%