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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
DP
5451
Divergent Planning
Maryland
$123M +$6.17M +5% 6.39% 43.3% 19 26.32%
MFA
5452
McClarren Financial Advisors
Pennsylvania
$123M +$11.5M +10% 5.45% 55.3% 359 22.56%
LIG
5453
Lokken Investment Group
Delaware
$123M +$9.84M +9% 5.98% 65.3% 118 10.17%
WF
5454
Williams Financial
Vermont
$123M +$7.24M +6% 3.82% 28.5% 52 15.38%
FMC
5455
Financial Management Concepts
Florida
$123M +$12M +11% 7.25% 31 25.81%
RVM
5456
Robinson Value Management
Texas
$123M +$902K +0.7% 2.77% 60.9% 72 16.67%
TFP
5457
Triune Financial Partners
Kansas
$123M 2% 50.6% 22
STC
5458
Sarah T. Connolly
$122M +$10M +9% 7.57% 35% 93 5.38%
AM
5459
Ampfield Management
New York
$122M +$4.29M +4% 7.16% 52.5% 29 72.41%
TCM
5460
Taal Capital Management
Massachusetts
$122M +$374K +0.3% 4.13% 50 40%
VCM
5461
Verger Capital Management
North Carolina
$122M +$5.8M +5% 5.24% 48% 12 0%
NIMC
5462
Nierenberg Investment Management Company
Washington
$122M -$6.45M -5% 3.04% 167% 42 35.71%
AF
5463
Aldebaran Financial
$122M +$8.38M +7% 5.87% 70.5% 89 6.74%
ECP
5464
Elemental Capital Partners
California
$122M +$2.36M +2% 4.76% 10 0%
SC
5465
Schiavi & Co
Delaware
$121M +$16M +15% 5.61% 33% 11 27.27%
BDFN
5466
Bond & Devick Financial Network
Minnesota
$121M +$13.1M +12% 5.1% 41.2% 107 9.35%
JI
5467
Jeereddi Investments
California
$121M -$17.4M -13% 3.14% 37.7% 61 19.67%
SCA
5468
Strategic Capital Advisers
Colorado
$121M +$5.95M +5% 8.42% 51.4% 50 0%
SWA
5469
Sightline Wealth Advisors
Connecticut
$121M +$12.8M +12% 4.5% 44.4% 56 12.5%
HIGP
5470
Hill Investment Group Partners
Missouri
$121M 0.91% 41.1% 26
MF
5471
Montis Financial
Massachusetts
$121M +$13.4M +12% 6.74% 44% 71 7.04%
CRIG
5472
Charter Research & Investment Group
Connecticut
$121M +$6.18M +5% 7.16% 71.1% 82 4.88%
CAM
5473
Campion Asset Management
Virginia
$120M -$11.8M -9% 6.72% 59.3% 97 7.22%
PCMM
5474
Piedmont Capital Management (Montana)
Montana
$120M +$13.5M +13% 5.24% 76.1% 45 24.44%
LCM
5475
LCM Capital Management
Illinois
$120M +$8.54M +8% 6.93% 89.1% 90 11.11%