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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
BFA
5101
Buttonwood Financial Advisors
Maryland
$249M +$21.6M +9% 9.93% 66.3% 102 8.82%
HCM
5102
Heathbridge Capital Management
Ontario, Canada
$249M +$2.7M +1% 8.83% 58.7% 30 16.67%
LFP
5103
Lakeshore Financial Planning
Michigan
$249M +$8.72M +4% 6.63% 56.8% 79 3.8%
RA
5104
Ruggaard & Associates
Ohio
$249M +$20.5M +9% 6.3% 39.1% 121 9.09%
SIM
5105
Sims Investment Management
Ohio
$249M +$24.9M +11% 8.29% 45 13.33%
JP
5106
JNE Partners
United Kingdom
$249M +$56.7M +30% 16.4% 98.6% 8 12.5%
AGM
5107
Aragon Global Management
Florida
$249M -$11.4M -4% 34.4% 25 32%
SN
5108
Sittner & Nelson
Oregon
$249M +$14.2M +6% 7.63% 79% 516 5.04%
KPP
5109
Kings Path Partners
Texas
$248M +$44M +22% 7.15% 293 15.7%
SF
5110
Slagle Financial
Illinois
$248M +$23.1M +10% 7.55% 77.9% 125 30.4%
PRP
5111
Peak Retirement Planning
Ohio
$248M +$67.4M +37% 6.08% 125 21.6%
IB
5112
Iyo Bank
Japan
$247M -$63.1M -20% 12.6% 96.3% 51 19.61%
KCFA
5113
Key Client Fiduciary Advisors
New Jersey
$247M +$27.5M +12% 11.2% 95.1% 211 10.43%
OPPS
5114
Obsidian Personal Planning Solutions
Maryland
$247M +$23.2M +10% 6.53% 58.2% 114 8.77%
BWM
5115
Biltmore Wealth Management
Arizona
$247M +$9.99M +4% 6.69% 55.6% 58 0%
SVCM
5116
Saturn V Capital Management
Texas
$247M +$48.6M +25% 11.5% 971% 26 26.92%
ZIG
5117
Zullo Investment Group
Pennsylvania
$247M +$13.3M +6% 13.8% 97.2% 157 10.19%
PP
5118
Pacifica Partners
Canada
$246M +$27.3M +12% 11.8% 123% 554 13%
ICM
5119
Intrepid Capital Management
Florida
$246M +$40.4M +20% 6.39% 60% 121 19.83%
MI
5120
Merk Investments
California
$246M +$62.7M +34% 17.6% 338% 11 9.09%
HCM
5121
Horrell Capital Management
Arkansas
$246M +$6.76M +3% 3% 55.1% 191 9.95%
SFS
5122
Searcy Financial Services
Kansas
$246M +$14.8M +6% 5.96% 58.5% 28 17.86%
HA
5123
Hanover Advisors
South Carolina
$245M +$14.7M +6% 7.18% 101 10.89%
QCM
5124
Quadratic Capital Management
Connecticut
$245M -$143M -37% 0.84% 0.74% 2 0%
PTEAP
5125
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$245M +$23.2M +10% 12.9% 12 0%