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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
SIP
5251
Scott Investment Partners
United Kingdom
$136M +$9.49M +7% 5.97% 44% 46 4.35%
PI
5252
Pachira Investments
California
$136M +$31.5M +30% 7.34% 72.6% 25 16%
NFSG
5253
Newbridge Financial Services Group
Florida
$136M +$14.5M +12% 7.07% 164% 1,459 30.71%
BFP
5254
Briaud Financial Planning
Texas
$136M -$20.7M -13% 1.84% 93.1% 25 28%
BCM
5255
Birch Capital Management
Texas
$136M +$4.83M +4% 3.57% 48.4% 86 9.3%
FF
5256
Friedenthal Financial
New Jersey
$136M +$1.76M +1% 3.03% 111% 63 42.86%
FWA
5257
FOCUS Wealth Advisors
Texas
$136M +$6.25M +5% 3.25% 63.8% 37 8.11%
NRC
5258
North Run Capital
Massachusetts
$136M +$49.7M +58% 27% 19.4% 24 54.17%
WFWM
5259
Wechter Feldman Wealth Management
New Jersey
$136M +$451K +0.3% 3.04% 53.8% 26 3.85%
AIC
5260
Aurora Investment Counsel
Georgia
$136M +$11.3M +9% 13.3% 31.7% 129 29.46%
SMR
5261
SIH MPH Rollover
New York
$135M -$59.6M -31% 30.5% 1 0%
VFA
5262
Values First Advisors
Tennessee
$135M +$9.99M +8% 7.84% 86.4% 153 13.07%
FI
5263
Financial Insights
Washington
$135M +$6.37M +5% 4.36% 71.9% 82 6.1%
PBF
5264
Petix & Botte Financial
California
$135M +$1.76M +1% 3.54% 47.5% 82 9.76%
RCA
5265
Reitz Capital Advisors
Michigan
$135M +$11M +9% 4.28% 11% 54 20.37%
YAL
5266
Your Advocates Ltd
Texas
$135M -$634K -0.5% 3.35% 50% 168 29.76%
MPIM
5267
McGinn Penninger Investment Management
Virginia
$135M +$26.6M +25% 12.2% 51.9% 41 19.51%
CT
5268
Clearstead Trust
Maine
$135M -$33.1M -20% 6.86% 111% 188 51.06%
CA
5269
Corrado Advisors
New Jersey
$135M +$5.21M +4% 4.51% 64% 97 12.37%
JA
5270
JVL Associates
Michigan
$135M +$9.3M +7% 6.69% 73.3% 38 5.26%
OFW
5271
Omnia Family Wealth
Florida
$135M +$25.2M +23% 3.01% 80.6% 79 25.32%
SC
5272
Samjo Capital
New York
$135M +$17.6M +15% 27.4% 89.1% 22 27.27%
BWM
5273
Benchmark Wealth Management
Connecticut
$135M +$2.97M +2% 4.44% 42.7% 47 10.64%
VCA
5274
VIEX Capital Advisors
Florida
$135M +$12.1M +10% 5.83% 30.6% 12 50%
LCM
5275
Lafitte Capital Management
Texas
$135M +$13.6M +11% 12.9% 55.2% 15 46.67%