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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
6176
Aufman Associates
Pennsylvania
$133M +$13.3M +11% 12.6% 136% 43 0%
SNBOSCI
6177
Security National Bank of Sioux City Iowa
Iowa
$132M +$4.3M +3% 7.91% 52.4% 95 7.37%
PSC
6178
Piper Sandler & Co
Minnesota
$132M +$26.8M +25% 0.99% 0.04% 20 10%
BC
6179
Bridgefront Capital
Texas
$132M -$10.2M -7% 11.3% 52.1% 597 80.07%
MPCG
6180
Matrix Private Capital Group
New York
$132M -$1.64M -1% 9.15% 62.5% 179 24.58%
PAWA
6181
Palo Alto Wealth Advisors
California
$132M +$12.4M +10% 10.5% 108% 42 16.67%
FIS
6182
Fischer Investment Strategies
California
$132M +$33.8M +34% 11.2% 81% 38 60.53%
SI
6183
SCP Investment
California
$132M +$707K +0.5% 7.31% 32.8% 61 45.9%
CG
6184
Clarus Group
Texas
$132M -$5.66M -4% 6.42% 65.5% 117 18.8%
WAM
6185
Werlinich Asset Management
Connecticut
$132M +$10.9M +9% 14% 215% 61 13.11%
BCM
6186
BML Capital Management
Indiana
$132M +$23.1M +21% 1.82% 349% 38 39.47%
KFS
6187
Kaizen Financial Strategies
California
$132M +$13.6M +12% 12.4% 116% 129 21.71%
QGA
6188
Q Global Advisors
Texas
$132M -$23.5M -15% 27.1% 79% 160 30.63%
MSCM
6189
Marlin Sams Capital Management
New York
$132M +$26.1M +25% 20.3% 53.1% 2 0%
BDS
6190
Banco de Sabadell
Florida
$132M +$16.5M +14% 10.9% 75.1% 85 7.06%
BCM
6191
Beaumont Capital Management
Massachusetts
$132M -$6.98M -5% 8.54% 45.4% 51 37.25%
MFG
6192
Marmo Financial Group
Tennessee
$132M +$26.3M +25% 12.2% 47.5% 19 10.53%
BCM
6193
BluePointe Capital Management
California
$132M 12.9% 87
TFP
6194
TrueWealth Financial Partners
Washington
$132M +$10M +8% 7.7% 36.4% 16 6.25%
SWA
6195
Sightline Wealth Advisors
Connecticut
$132M +$24.4M +23% 9.62% 44.4% 75 10.67%
PFA
6196
Plotkin Financial Advisors
Maryland
$131M +$17.9M +16% 15.2% 95.3% 83 8.43%
AC
6197
AIFG Consultants
New York
$131M +$10.9M +9% 8.05% 49.8% 42 21.43%
OPPS
6198
Obsidian Personal Planning Solutions
Maryland
$131M +$14.3M +12% 8.85% 58.2% 87 19.54%
UFAC
6199
Urban Financial Advisory Corp
Illinois
$131M 10.4% 21
AIM
6200
Aurora Investment Managers
Florida
$131M +$13.4M +11% 10.9% 47% 50 14%