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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
SVCM
5551
Saturn V Capital Management
Texas
$198M -$57.2M -22% 13.1% 1,083% 25 20%
MA
5552
Mudita Advisors
United Kingdom
$198M +$19.8M +11% 2.63% 143% 20 25%
COA
5553
Crown Oak Advisors
California
$198M +$3.65M +2% 4.5% 26 15.38%
IVMX
5554
Institutional Venture Management XV
California
$198M -$23.2M -10% 9.52% 116% 4 0%
IAMOG
5555
Investors Asset Management of Georgia
Georgia
$198M -$7.43M -4% 0.31% 113% 166 6.63%
AF
5556
Abound Financial
California
$198M +$292K +0.1% 2.65% 270 74.81%
BA
5557
Baugh & Associates
Georgia
$198M +$4.72M +2% 1.05% 83.8% 41 9.76%
AAMC
5558
Asset Allocation & Management Company
Illinois
$198M +$14.6M +8% 2.37% 53.8% 93 13.98%
CB
5559
CNB Bank
Pennsylvania
$198M -$17.7M -8% 4.05% 91.6% 519 7.71%
FA
5560
Financial Avengers
California
$197M -$14.6M -7% 4.58% 108% 164 11.59%
I2I
5561
Insight 2811 Inc
Illinois
$197M +$3.07M +2% 1.04% 30.8% 92 8.7%
GSF
5562
Grove Street Fiduciary
New Hampshire
$197M +$6.8M +4% 2.63% 74 27.03%
CIS
5563
Custom Index Systems
New York
$197M +$11M +6% 1.55% 363 55.65%
AFO
5564
Aurelius Family Office
New Hampshire
$197M -$1.1M -0.6% 0.88% 46 6.52%
BCA
5565
Ballentine Capital Advisors
South Carolina
$197M +$4.05M +2% 0.53% 29 0%
MFP
5566
Meridian Financial Partners
Virginia
$197M +$7.67M +4% 3.37% 73.1% 109 12.84%
JFG
5567
JDM Financial Group
Texas
$197M +$4.64M +2% 2.34% 56.7% 347 17.58%
MS
5568
Marshall & Sullivan
Washington
$197M -$7.58M -4% 1.83% 82% 43 6.98%
EHWM
5569
Eads & Heald Wealth Management
Georgia
$197M -$6.39M -3% 0.27% 84.4% 141 6.38%
NERM
5570
New England Research & Management
Illinois
$197M +$354K +0.2% 3.32% 56.4% 169 28.99%
DWM
5571
Dopkins Wealth Management
New York
$197M +$361K +0.2% 1.41% 64.4% 89 8.99%
APSI
5572
Asset Planning Services Inc
Louisiana
$197M -$8.4M -4% 2.04% 117% 35 0%
BFS
5573
Burrus Financial Services
Utah
$197M +$2.06M +1% 0.17% 30.2% 10 0%
NECFA
5574
New England Capital Financial Advisors
Connecticut
$197M -$8.26M -4% 2.58% 55.6% 422 9.48%
RWMG
5575
Redwood Wealth Management Group
New Jersey
$197M -$8.5M -4% 1.62% 74.1% 171 15.2%