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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
FWM
4876
FSA Wealth Management
Massachusetts
$143M +$107M +297% 4.99% 54 59.26%
SFPG
4877
Stonebridge Financial Planning Group
Florida
$143M -$4.37M -3% 4.83% 54.7% 123 16.26%
CSB
4878
City State Bank
Iowa
$143M -$524K -0.4% 5.11% 72.5% 721 5.41%
SHG
4879
Sheares Healthcare Group
Singapore
$143M +$77.5M +119% 119% 1 0%
NV
4880
Northpond Ventures
Maryland
$143M +$37.7M +36% 79.1% 67.3% 5 0%
SWM
4881
Soundmark Wealth Management
Washington
$143M +$2.34M +2% 5.86% 17.2% 60 6.67%
HSG
4882
Helen Stephens Group
Texas
$143M +$1.7M +1% 4.55% 41.9% 65 20%
BFA
4883
BMS Financial Advisors
South Dakota
$143M -$10.2M -7% 4.84% 117 33.33%
GA
4884
GoalVest Advisory
New York
$143M -$15.2M -10% 5.92% 86.8% 325 26.77%
SFP
4885
Sterling Financial Planning
New Jersey
$143M +$356K +0.3% 5.81% 46.8% 90 8.89%
MA
4886
Menlo Advisors
California
$143M -$8.26M -5% 3.34% 81.9% 34 20.59%
RSC
4887
Red Spruce Capital
Pennsylvania
$142M -$7.55M -5% 3.56% 93.3% 88 2.27%
CCC
4888
Cincinnati Casualty Company
Ohio
$142M -$10.7M -7% 6.35% 50.5% 26 0%
WFS
4889
Weitzel Financial Services
Iowa
$142M -$5.79M -4% 4.85% 42.4% 38 18.42%
PSF
4890
Pacific Sun Financial
California
$142M -$9.26M -6% 4.59% 51.6% 181 6.63%
APSI
4891
Asset Planning Services Inc
Louisiana
$142M -$10.3M -7% 6.41% 113% 36 5.56%
TAM
4892
Tabor Asset Management
New York
$142M +$7.5M +6% 13.1% 199% 39 46.15%
TCM
4893
Tieton Capital Management
Washington
$142M -$2.24M -2% 1.35% 154% 33 6.06%
WWP
4894
WR Wealth Planners
Missouri
$142M -$9.7M -6% 5.35% 22.1% 569 15.47%
BC
4895
Birchview Capital
Vermont
$142M +$4.53M +3% 12% 233% 62 6.45%
BFAG
4896
Blackston Financial Advisory Group
Florida
$142M -$11.1M -7% 5.16% 58.9% 103 23.3%
WMA
4897
Wealth Management Associates
New Jersey
$142M -$4.63M -3% 5.7% 111% 188 14.36%
BIMC
4898
Benson Investment Management Company
Virginia
$142M -$18.4M -11% 7.15% 91.6% 64 25%
OCP
4899
OCO Capital Partners
New York
$142M -$6.62M -4% 4.76% 679% 5 40%
VIG
4900
Vienna Insurance Group
Poland
$142M -$5.84M -4% 1.67% 88.1% 37 8.11%