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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
VWA
6101
VERITY Wealth Advisors
United States
$111M +$3.51M +3% 5% 59.9% 75 10.67%
APW
6102
Axim Planning & Wealth
Ohio
$111M +$10.3M +10% 17.8% 13.2% 24 0%
KAM
6103
Kraft Asset Management
Tennessee
$111M -$795K -0.7% 3.8% 41% 35 20%
YWS
6104
Yarger Wealth Strategies
Ohio
$111M +$20M +22% 5.76% 55.1% 61 22.95%
FWA
6105
FSC Wealth Advisors
New York
$111M +$47.9M +76% 4.91% 53.6% 198 17.68%
BCM
6106
BML Capital Management
Indiana
$111M -$4.51M -4% 23% 395% 38 36.84%
IAM
6107
Impala Asset Management
Florida
$111M -$6.06M -5% 4.49% 102% 23 47.83%
CP
6108
Castleview Partners
Texas
$111M -$1.84M -2% 5.3% 54.5% 746 18.1%
WBCM
6109
Wilson & Boucher Capital Management
California
$111M +$6.92M +7% 5.68% 53.4% 112 8.04%
PMAM
6110
Penn Mutual Asset Management
Pennsylvania
$111M +$5.52M +5% 1.98% 28.7% 77 33.77%
GA
6111
GraniteShares Advisors
New York
$111M -$2.32M -2% 8.28% 90.3% 125 20%
OWP
6112
Old Well Partners
North Carolina
$111M -$23.3M -17% 0.54% 97.8% 36 19.44%
CAM
6113
Chesapeake Asset Management
New York
$111M +$1.51M +1% 10.6% 137% 495 26.26%
MF
6114
Meridian Financial
Massachusetts
$111M +$7.92M +8% 4.89% 52.8% 101 5.94%
QHA
6115
Quarry Hill Advisors
Minnesota
$111M +$4.48M +4% 3.59% 51.4% 40 7.5%
MCM
6116
Magnolia Capital Management
New York
$111M +$4.37M +4% 7.51% 77.6% 140 7.86%
UMC
6117
UNC Management Company
North Carolina
$111M -$55.2M -33% 4.03% 75.3% 2 50%
TGI
6118
TRV GP IV
Massachusetts
$111M -$29.2M -21% 19.3% 686% 3 0%
MFG
6119
Marmo Financial Group
Tennessee
$111M +$5.54M +5% 6.71% 47.5% 19 10.53%
FA
6120
Fermata Advisors
California
$111M -$55M -33% 0.99% 49.3% 117 54.7%
MAP
6121
Milestone Advisory Partners
North Carolina
$110M +$2.08M +2% 4.02% 19.7% 72 15.28%
FA
6122
Financial Alternatives
California
$110M +$6.1M +6% 3.73% 42.6% 79 7.59%
DJFS
6123
Dean Jacobson Financial Services
Texas
$110M +$3.68M +3% 3.58% 44.2% 14 42.86%
LODC
6124
Lanham O'Dell & Company
West Virginia
$110M +$19.4M +21% 9.61% 81% 20 25%
KA
6125
Kearns & Associates
California
$110M +$9.87M +10% 7.28% 69.4% 43 2.33%