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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
PFA
5801
Pinnacle Family Advisors
Missouri
$184M -$22.7M -11% 3.65% 85.8% 131 29.77%
SWM
5802
Shelton Wealth Management
Texas
$184M -$9.44M -5% 2.54% 88% 157 23.57%
HCA
5803
Hyperion Capital Advisors
New York
$184M -$10.9M -6% 0.19% 86.1% 99 37.37%
SSI
5804
SVF Sponsor III
California
$184M -$31.8M -15% 14.8% 133% 1 0%
OPOWM
5805
One Plus One Wealth Management
Florida
$184M +$13.3M +8% 5.47% 69.2% 97 12.37%
VIG
5806
Vienna Insurance Group
Poland
$184M +$12.1M +7% 1% 188% 94 10.64%
BOC
5807
Bull Oak Capital
California
$183M +$3.62M +2% 1.9% 55.7% 29 31.03%
MI
5808
Merk Investments
California
$183M +$86M +88% 50.7% 303% 10 0%
NIF
5809
Nalanda India Fund
Mauritius
$183M +$39.1M +27% 29.8% 15.3% 1 0%
IIM
5810
Ironwood Investment Management
Massachusetts
$183M -$17.5M -9% 4.74% 164% 173 8.09%
HHWM
5811
Hiley Hunt Wealth Management
Nebraska
$183M +$3.12M +2% 0.27% 45 17.78%
BAM
5812
Bellevue Asset Management
Washington
$183M -$10.4M -5% 4.61% 56.7% 510 10.59%
WC
5813
Westhampton Capital
North Carolina
$183M -$12.5M -6% 2.7% 95.6% 122 9.02%
HDA
5814
Harold Davidson & Associates
California
$183M -$25.8M -12% 3.39% 65 10.77%
SCM
5815
Spring Capital Management
Texas
$183M +$15.8M +9% 2.25% 62.6% 55 27.27%
NIMC
5816
Nierenberg Investment Management Company
Washington
$183M +$3.04M +2% 6.22% 135% 67 38.81%
SVWG
5817
Shared Vision Wealth Group
United States
$183M -$6.88M -4% 3.25% 79 6.33%
WAM
5818
Worth Asset Management
Texas
$183M -$4.08M -2% 0.62% 115% 182 49.45%
HM
5819
Heronetta Management
New York
$183M +$7.97M +5% 4.93% 59.7% 24 0%
AFO
5820
Allie Family Office
Florida
$183M +$2.87M +2% 2% 59% 102 7.84%
MHWM
5821
Montz Harcus Wealth Management
Louisiana
$183M +$4.16M +2% 3.78% 74.1% 79 7.59%
PMIA
5822
Patrick Mauro Investment Advisor
Illinois
$183M +$7.92M +5% 5.78% 31.7% 42 0%
CPSC
5823
Carl P. Sherr & Co
Massachusetts
$183M -$7.52M -4% 2.6% 68.8% 121 5.79%
QFPS
5824
Quantum Financial Planning Services
Washington
$183M +$2.56M +1% 2.91% 38 10.53%
MFG
5825
Marmo Financial Group
Tennessee
$183M -$2.39M -1% 3.14% 47.5% 30 20%