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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
IFPG
5326
Intrepid Financial Planning Group
Indiana
$294M +$46.4M +19% 25.4% 92.5% 141 15.6%
LPFG
5327
Landing Point Financial Group
Ohio
$294M +$88.1M +43% 13.5% 104 15.38%
WFS
5328
Weitzel Financial Services
Iowa
$294M +$28.7M +11% 9.91% 42.4% 54 12.96%
WIA
5329
Wealthedge Investment Advisors
New York
$294M +$21.8M +8% 18% 160 22.5%
VW
5330
Veridan Wealth
Oregon
$294M +$23.6M +9% 10.8% 91 16.48%
SCA
5331
Summit Creek Advisors
Minnesota
$294M -$193M -40% 21.5% 68.8% 73 23.29%
BIM
5332
Breakwater Investment Management
Washington
$294M +$24.8M +9% 9.05% 662 32.93%
DRP
5333
Decker Retirement Planning
Utah
$294M +$72.9M +33% 34.3% 490 52.04%
AWM
5334
Aviso Wealth Management
Washington
$294M +$71.7M +32% 24.8% 149 9.4%
MFP
5335
Meridian Financial Partners
Virginia
$293M +$30.2M +11% 15.6% 73.1% 128 12.5%
DIM
5336
DC Investments Management
Virginia
$293M +$32M +12% 12.8% 56.3% 82 40.24%
WAN
5337
Wealth Advisors Northwest
Oregon
$293M +$54.8M +23% 10.7% 66 15.15%
FI
5338
FIDELIS iM
Oregon
$293M +$29M +11% 10.7% 40.1% 27 7.41%
PMIM
5339
Prudent Man Investment Management
Colorado
$293M -$4.14M -1% 9.04% 169 0%
ZIG
5340
Zullo Investment Group
Pennsylvania
$293M +$29.6M +11% 22.6% 116% 169 13.61%
LI
5341
LHM Inc
Utah
$293M +$39.1M +15% 30.4% 24 8.33%
CCM
5342
Colorado Capital Management
Colorado
$293M +$24.9M +9% 12.4% 53.4% 108 9.26%
SCM
5343
Stonehearth Capital Management
Massachusetts
$293M +$40.6M +16% 17.1% 80.7% 107 22.43%
SM
5344
Samjo Management
New York
$293M +$61.7M +27% 44.8% 67 31.34%
BRG
5345
Bay Rivers Group
Virginia
$293M +$53M +22% 30.1% 166% 132 21.97%
PCI
5346
Pacifica Capital Investments
Texas
$293M -$843K -0.3% 3.48% 70.4% 15 0%
ECML
5347
Eagle Capital Management (Louisiana)
Louisiana
$293M +$39.2M +15% 20.1% 93.6% 50 2%
JFG
5348
JDM Financial Group
Texas
$293M +$33.6M +13% 10.2% 56.7% 339 8.26%
AFM
5349
Abbot Financial Management
Massachusetts
$293M +$53.4M +22% 20.6% 102% 145 8.97%
MC
5350
Muzinich & Co
New York
$293M +$6.83M +2% 0.73% 9.67% 38 0%