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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
TOTUOP
5676
Trustees of The University of Pennsylvania
Pennsylvania
$132M -$113M -46% 10.6% 6 16.67%
WAL
5677
W Advisors LLC
Tennessee
$132M -$1.87M -1% 1.68% 61.1% 120 21.67%
WF
5678
Williams Financial
Vermont
$132M -$281K -0.2% 4.04% 28.5% 36 16.67%
RTL
5679
Red Tortoise LLC
Georgia
$132M -$12.4M -9% 4.58% 43.7% 67 7.46%
PSC
5680
Piper Sandler & Co
Minnesota
$132M -$6.67M -5% 3.75% 0.09% 42 69.05%
FWP
5681
Firethorn Wealth Partners
Georgia
$132M -$1.56M -1% 3.1% 67.1% 166 32.53%
HBT
5682
Heartland Bank & Trust
Illinois
$132M -$3.1M -2% 3.94% 95.5% 138 14.49%
3C
5683
325 Capital
New York
$132M +$29.9M +29% 8.57% 159% 10 20%
MAG
5684
MRA Advisory Group
New Jersey
$132M +$2.5M +2% 0.59% 84.5% 132 24.24%
VFG
5685
V2 Financial group
Illinois
$131M +$2.56M +2% 6.32% 47.5% 73 17.81%
DFS
5686
Dixon Fnancial Services
California
$131M -$5.71M -4% 2.42% 70% 26 11.54%
WOSD
5687
WFA of San Diego
California
$131M -$40.7M -24% 3.07% 172 48.26%
OMC
5688
OUP Management Company
Pennsylvania
$131M -$90.5M -41% 22.5% 16 0%
G
5689
Gainplan
Michigan
$131M -$100M -43% 4.4% 93.3% 75 50.67%
WAM
5690
Werlinich Asset Management
Connecticut
$131M -$6.07M -4% 1.07% 215% 58 5.17%
SCA
5691
Strategic Capital Advisers
Colorado
$131M -$8.41M -6% 0.97% 51.4% 63 12.7%
BA
5692
Ballew Advisors
Mississippi
$131M -$12.7M -9% 0.06% 62.3% 131 25.19%
SWM
5693
Salvus Wealth Management
New Jersey
$131M -$5.94M -4% 6.25% 104% 105 10.48%
MA
5694
MAS Advisors
Florida
$131M -$5.92M -4% 5.51% 47.9% 108 23.15%
EIM
5695
Ervin Investment Management
Washington
$131M +$5.65M +5% 3.63% 84.3% 34 8.82%
OF
5696
Outfitter Financial
Maine
$131M -$5.59M -4% 1.98% 73.9% 261 65.9%
FWM
5697
Fortress Wealth Management
California
$131M -$2.28M -2% 4.08% 52.1% 63 20.63%
AFG
5698
Affinia Financial Group
Massachusetts
$131M -$23.2M -15% 3.96% 37.5% 33 12.12%
DAM
5699
Diamant Asset Management
Connecticut
$131M -$6.24M -5% 0.82% 63.6% 71 5.63%
TCFP
5700
Treasure Coast Financial Planning
Florida
$130M +$1.14M +0.9% 3.43% 26.9% 34 8.82%