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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
AA
6076
Aufman Associates
Pennsylvania
$133M +$13.3M +11% 12.6% 76.4% 43 0%
SNBOSCI
6077
Security National Bank of Sioux City Iowa
Iowa
$132M +$4.3M +3% 7.91% 52.4% 95 7.37%
PSC
6078
Piper Sandler & Co
Minnesota
$132M +$26.8M +25% 0.99% 0.04% 20 10%
BC
6079
Bridgefront Capital
Texas
$132M -$10.2M -7% 11.3% 38.1% 597 80.07%
MPCG
6080
Matrix Private Capital Group
New York
$132M -$1.64M -1% 9.15% 56% 179 24.58%
PAWA
6081
Palo Alto Wealth Advisors
California
$132M +$12.4M +10% 10.5% 108% 42 16.67%
FIS
6082
Fischer Investment Strategies
California
$132M +$33.8M +34% 11.2% 81% 38 60.53%
SI
6083
SCP Investment
California
$132M +$707K +0.5% 7.31% 48.7% 61 45.9%
CG
6084
Clarus Group
Texas
$132M -$5.66M -4% 6.42% 65.5% 117 18.8%
WAM
6085
Werlinich Asset Management
Connecticut
$132M +$10.9M +9% 14% 215% 61 13.11%
BCM
6086
BML Capital Management
Indiana
$132M +$23.1M +21% 1.82% 395% 38 39.47%
KFS
6087
Kaizen Financial Strategies
California
$132M +$13.6M +12% 12.4% 90.5% 129 21.71%
QGA
6088
Q Global Advisors
Texas
$132M -$23.5M -15% 27.1% 58.3% 160 30.63%
MSCM
6089
Marlin Sams Capital Management
New York
$132M +$26.1M +25% 20.3% 53.1% 2 0%
BDS
6090
Banco de Sabadell
Florida
$132M +$16.5M +14% 10.9% 66% 85 7.06%
BCM
6091
Beaumont Capital Management
Massachusetts
$132M -$6.98M -5% 8.54% 40.9% 51 37.25%
MFG
6092
Marmo Financial Group
Tennessee
$132M +$26.3M +25% 12.2% 47.5% 19 10.53%
BCM
6093
BluePointe Capital Management
California
$132M 12.9% 87
TFP
6094
TrueWealth Financial Partners
Washington
$132M +$10M +8% 7.7% 29.6% 16 6.25%
SWA
6095
Sightline Wealth Advisors
Connecticut
$132M +$24.4M +23% 9.62% 44.4% 75 10.67%
PFA
6096
Plotkin Financial Advisors
Maryland
$131M +$17.9M +16% 15.2% 71.1% 83 8.43%
AC
6097
AIFG Consultants
New York
$131M +$10.9M +9% 8.05% 49.8% 42 21.43%
OPPS
6098
Obsidian Personal Planning Solutions
Maryland
$131M +$14.3M +12% 8.85% 58.2% 87 19.54%
UFAC
6099
Urban Financial Advisory Corp
Illinois
$131M 10.4% 21
AIM
6100
Aurora Investment Managers
Florida
$131M +$13.4M +11% 10.9% 47% 50 14%