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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
SNBOSD
6001
Security National Bank of So Dak
Iowa
$184M +$6.79M +4% 8.17% 58.9% 116 7.76%
OPOWM
6002
One Plus One Wealth Management
Florida
$183M -$55.5K -0% 10.9% 69.2% 100 19%
IVGAI
6003
Index Venture Growth Associates IV
Jersey
$183M +$20.7M +13% 12.7% 1 0%
MF
6004
Manuka Financial
Virginia
$183M +$29M +19% 13.2% 51 3.92%
TC
6005
Tenret Company
Florida
$183M +$18.4M +11% 7.48% 37 10.81%
HCM
6006
Hillman Capital Management
Maryland
$183M -$20M -10% 3.43% 20.3% 52 5.77%
WAM
6007
Werlinich Asset Management
Connecticut
$183M +$25.7M +16% 19.9% 215% 63 11.11%
BS
6008
Brighton Securities
New York
$183M -$22.2M -11% 7.66% 68 26.47%
VEI
6009
Vesa Equity Investment
Luxembourg
$183M +$41.2M +29% 73.8% 2.97% 1 0%
YWM
6010
Yardley Wealth Management
Pennsylvania
$183M +$13.1M +8% 7.51% 42 7.14%
CAM
6011
Chou Associates Management
Ontario, Canada
$183M -$2.14M -1% 0.06% 71.7% 32 3.13%
VIP
6012
Viewpoint Investment Partners
Alberta, Canada
$183M -$2.37M -1% 6.24% 31.9% 35 5.71%
NC
6013
Nightview Capital
Texas
$183M +$28.8M +19% 18.3% 142% 13 7.69%
FF
6014
Friedenthal Financial
New Jersey
$182M +$15.1M +9% 6.01% 111% 320 52.5%
WPM
6015
Worldly Partners Management
Massachusetts
$182M +$5.75M +3% 0.54% 19.9% 3 0%
RAS
6016
RPS Advisory Solutions
Kentucky
$182M +$41.1M +29% 7.46% 120 35%
GWM
6017
Global Wealth Management
New Jersey
$182M +$9.01M +5% 4.91% 32 12.5%
HHRDM
6018
H&H Retirement Design & Management
Nevada
$182M +$31.9M +21% 4.59% 29.7% 82 8.54%
RFA
6019
Resurgent Financial Advisors
Georgia
$182M +$15.6M +9% 9.88% 70.4% 204 20.1%
TCPG
6020
Trivant Custom Portfolio Group
California
$182M +$8.15M +5% 11.6% 86.1% 226 67.7%
SF
6021
SWP Financial
California
$182M +$18.3M +11% 7.42% 77 20.78%
WA
6022
Whipplewood Advisors
Colorado
$182M +$12.6M +7% 8.64% 1,276 11.05%
MWM
6023
Meritas Wealth Management
California
$182M +$11.4M +7% 6.44% 63% 55 9.09%
QFMHK
6024
Q Fund Management (Hong Kong)
$182M +$109M +149% 54.8% 33 36.36%
PSFG
6025
Prairie Sky Financial Group
Illinois
$182M +$13.5M +8% 3.29% 78 15.38%