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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
FPW
5726
Flagship Private Wealth
Massachusetts
$96.9M -$6.14M -6% 5.41% 50.5% 73 8.22%
SC
5727
Sarissa Consulting
California
$96.9M +$26.6M +38% 12.3% 78 66.67%
S
5728
swisspartners
Liechtenstein
$96.6M -$8M -8% 5.59% 87 18.39%
WP
5729
Wealthspan Partners
Iowa
$96.6M -$177K -0.2% 4% 59.1% 67 7.46%
MFC
5730
Morris Financial Concepts
South Carolina
$96.6M -$8.59M -8% 5.56% 46.7% 132 13.64%
PAM
5731
Premier Asset Management
Illinois
$96.5M -$27.2M -22% 2.92% 104% 131 46.56%
AI
5732
Acuitas Investments
Washington
$96.5M -$7.18M -7% 2.6% 180% 48 27.08%
ZC
5733
Zeit Capital
Colorado
$96.3M -$7.82M -8% 6.65% 42.8% 35 8.57%
AWM
5734
Avaii Wealth Management
Wisconsin
$96.3M +$2.75M +3% 4.53% 68.3% 120 23.33%
BFG
5735
Buttonwood Financial Group
Missouri
$96.2M -$6M -6% 6.51% 56.6% 22 18.18%
HLCM
5736
Hickory Lane Capital Management
New York
$96.2M -$13.4M -12% 1.03% 30 10%
SWA
5737
Safir Wealth Advisors
New Hampshire
$96.1M -$6.11M -6% 4.64% 46.4% 14 7.14%
SFP
5738
Strategic Financial Planning
Texas
$96M -$7.84M -8% 7.63% 35% 35 17.14%
A
5739
Atomvest
Hong Kong
$95.9M -$27.1M -22% 8.55% 90% 4 0%
SCA
5740
Sippican Capital Advisors
Massachusetts
$95.9M -$4.91M -5% 4.06% 90.1% 103 5.83%
TIA
5741
Trust Investment Advisors
Indiana
$95.8M -$8.25M -8% 3.54% 167% 105 28.57%
NVCHI
5742
New Vernon Capital Holdings II
New Jersey
$95.8M -$28.1M -23% 0.01% 78.2% 70 21.43%
MCM
5743
M28 Capital Management
Connecticut
$95.8M +$6.59M +7% 7.35% 219% 13 7.69%
UCB
5744
United Community Bank
South Carolina
$95.8M +$2.9M +3% 5.32% 60% 269 13.01%
ABP
5745
Arthur B. Page
$95.7M -$9.68M -9% 3.36% 40.4% 53 9.43%
FNBSF
5746
First National Bank Sioux Falls
South Dakota
$95.6M +$17.3M +22% 5.83% 65.4% 115 13.04%
MHB
5747
Midwest Heritage Bank
Iowa
$95.6M -$15M -14% 6% 40.1% 68 7.35%
M1FG
5748
Mach-1 Financial Group
Arkansas
$95.6M -$52.5M -35% 0.61% 74.3% 450 11.11%
SLWA
5749
San Luis Wealth Advisors
California
$95.5M +$8.45M +10% 5.31% 58.8% 86 33.72%
G
5750
Gainplan
Michigan
$95.5M -$55.1M -37% 6.33% 93.3% 41 41.46%