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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
PD
5701
Planning Directions
Pennsylvania
$137M +$2.94M +2% 3.52% 46.3% 72 11.11%
SM
5702
Sensible Money
Arizona
$137M +$21.6M +19% 4.36% 65% 75 5.33%
IF
5703
Integrity Financial
Wyoming
$137M +$13.6M +11% 6.48% 66.3% 218 5.5%
EPCA
5704
Elizabeth Park Capital Advisors
Ohio
$137M -$18.4M -12% 5.29% 119% 57 26.32%
LFG
5705
Leverty Financial Group
Wisconsin
$137M +$9.82M +8% 5.87% 51.4% 28 0%
CBC
5706
Coombe, Bender & Co
New York
$137M +$9.63M +8% 3% 83 10.84%
SA
5707
Stonebridge Advisors
Connecticut
$137M -$1.1M -0.8% 0.84% 3.35% 4 0%
VSQM
5708
V-Square Quantitative Management
Illinois
$137M +$28.6M +26% 11.1% 99.3% 481 72.77%
CG
5709
Clarus Group
Texas
$137M +$30.6M +29% 8.38% 65.5% 119 25.21%
IFS
5710
Intelligent Financial Strategies
Minnesota
$137M +$9.52M +7% 8.09% 60.6% 93 3.23%
SAM
5711
Soditic Asset Management
United Kingdom
$137M +$46.7M +52% 9.23% 23.4% 10 0%
AIP
5712
Alapocas Investment Partners
Massachusetts
$137M +$16.2M +13% 13.8% 50% 20 10%
FNBOH
5713
First National Bank of Hutchinson
Kansas
$137M +$11.1M +9% 8.79% 121% 111 10.81%
FD
5714
Financial Designs
California
$137M +$3.03M +2% 3.45% 42.1% 14 0%
BWM
5715
BCS Wealth Management
Tennessee
$137M -$84.4M -38% 2.9% 46.7% 183 51.37%
YC
5716
Yunqi Capital
Hong Kong
$137M -$21.2M -13% 13.9% 71.4% 8 37.5%
FCMV
5717
Foresite Capital Management V
California
$137M +$1.63M +1% 12.2% 401% 11 9.09%
SFSG
5718
Sound Financial Strategies Group
Mississippi
$137M -$13M -9% 2.49% 26.4% 76 30.26%
AH
5719
Aviva Holdings
Bahamas
$137M -$6.55M -5% 1.32% 36.5% 4 0%
HM
5720
Heronetta Management
New York
$137M +$620K +0.5% 2.48% 59.7% 24 0%
CMBA
5721
C.M. Bidwell & Associates
Hawaii
$137M +$4.87M +4% 6.38% 70.6% 594 29.63%
BOC
5722
Bull Oak Capital
California
$137M +$7.43M +6% 55.7% 16 6.25%
OIS
5723
Okabena Investment Services
Minnesota
$137M -$6.46M -5% 5.03% 72.4% 258 63.18%
MPCG
5724
Matrix Private Capital Group
New York
$137M -$7.7M -5% 5.22% 62.5% 202 18.81%
TCM
5725
Tao Capital Management
California
$137M +$10.9M +9% 20.8% 314% 16 18.75%