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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
FAM
5426
Forte Asset Management
New York
$199M +$10.2M +5% 0.66% 48.8% 67 11.94%
MPCL
5427
My Personal CFO LLC
Washington
$199M +$3.47M +2% 1.9% 67.3% 91 7.69%
VPF
5428
Vantage Point Financial
Illinois
$198M +$12.9M +7% 2.16% 134 11.19%
SIAG
5429
Signet Investment Advisory Group
Rhode Island
$198M +$2.44M +1% 2.13% 59.6% 72 5.56%
WIA
5430
Wetzel Investment Advisors
Indiana
$198M -$2.87M -1% 1.04% 126 7.14%
ICM
5431
IMS Capital Management
Oregon
$198M -$17.4M -8% 2.64% 119% 145 14.48%
OWA
5432
ORBA Wealth Advisors
Illinois
$198M +$6.99M +4% 1.6% 108 6.48%
PCG
5433
PFC Capital Group
California
$198M -$8.47M -4% 4.79% 86 23.26%
FC
5434
Farringdon Capital
United Kingdom
$198M -$43.7M -18% 3.89% 640 83.75%
RS
5435
Rakuten Securities
Japan
$198M -$55.7M -22% 9.18% 879 20.14%
OIM
5436
Oracle Investment Management
Connecticut
$198M +$14.5M +8% 6.78% 865% 24 50%
SVCM
5437
Saturn V Capital Management
Texas
$198M -$57.2M -22% 13.1% 971% 25 20%
MA
5438
Mudita Advisors
United Kingdom
$198M +$19.8M +11% 2.63% 116% 20 25%
COA
5439
Crown Oak Advisors
California
$198M +$3.65M +2% 4.5% 26 15.38%
IVMX
5440
Institutional Venture Management XV
California
$198M -$23.2M -10% 9.52% 36.3% 4 0%
IAMOG
5441
Investors Asset Management of Georgia
Georgia
$198M -$7.43M -4% 0.31% 113% 166 6.63%
AF
5442
Abound Financial
California
$198M +$292K +0.1% 2.65% 270 74.81%
BA
5443
Baugh & Associates
Georgia
$198M +$4.72M +2% 1.05% 83.8% 41 9.76%
AAMC
5444
Asset Allocation & Management Company
Illinois
$198M +$14.6M +8% 2.37% 53.8% 93 13.98%
CB
5445
CNB Bank
Pennsylvania
$198M -$17.7M -8% 4.05% 79.1% 519 7.71%
FA
5446
Financial Avengers
California
$197M -$14.6M -7% 4.58% 117% 164 11.59%
I2I
5447
Insight 2811 Inc
Illinois
$197M +$3.07M +2% 1.04% 22.2% 92 8.7%
GSF
5448
Grove Street Fiduciary
New Hampshire
$197M +$6.8M +4% 2.63% 74 27.03%
CIS
5449
Custom Index Systems
New York
$197M +$11M +6% 1.55% 363 55.65%
AFO
5450
Aurelius Family Office
New Hampshire
$197M -$1.1M -0.6% 0.88% 46 6.52%