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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
VAG
6376
Vannoy Advisory Group
Texas
$128M +$6.45M +5% 5.41% 28 3.57%
VAF
6377
Values Added Financial
District of Columbia
$128M +$6.06M +5% 6.11% 58.3% 86 6.98%
BFS
6378
Burr Financial Services
California
$128M -$2.61M -2% 46.3% 35 8.57%
SA
6379
SRN Advisors
Pennsylvania
$128M +$16.7M +15% 16.9% 146% 92 3.26%
NFA
6380
Northern Financial Advisors
Michigan
$128M +$9.31M +8% 11.5% 85.8% 118 6.78%
TFP
6381
Traction Financial Partners
Wyoming
$128M -$21M -14% 6.96% 64 18.75%
ACM
6382
Andina Capital Management
Utah
$128M +$11.8M +10% 3.76% 141 66.67%
PBK
6383
Peoples Bank (Kansas)
Kansas
$128M +$3.09M +2% 8.57% 63.3% 281 8.19%
LFGH
6384
Lee Financial Group Hawaii
Hawaii
$128M +$10.4M +9% 8.68% 12.9% 31 12.9%
PU
6385
Petiole USA
New York
$128M -$7.47M -6% 2.17% 74.9% 40 7.5%
CCM
6386
Cambridge Capital Management
Illinois
$128M +$9.63M +8% 6.08% 33 3.03%
IVGAI
6387
Index Venture Growth Associates III
Jersey
$128M +$32.3M +34% 57% 444% 2 0%
MCM
6388
Masterton Capital Management
New York
$128M +$11.9M +10% 1.12% 3.52% 17 35.29%
DWG
6389
Darden Wealth Group
Michigan
$128M +$23.6M +23% 22.1% 115 18.26%
SA
6390
SFI Advisors
New Jersey
$128M +$10.4M +9% 5.48% 82.9% 103 36.89%
EFG
6391
Erickson Financial Group
Pennsylvania
$128M +$7.19M +6% 6.89% 63.3% 23 0%
BCPE
6392
Bain Capital Public Equity
Massachusetts
$128M -$5.73M -4% 19.6% 169% 35 34.29%
MCA
6393
Martin Capital Advisors
Texas
$127M +$9.06M +8% 11.5% 117% 67 0%
MGW
6394
MB Generational Wealth
Washington
$127M +$20.9M +20% 7.65% 62 24.19%
IDP
6395
In-Depth Partners
Florida
$127M +$12.9M +11% 10.3% 157% 12 0%
RCWM
6396
Royal Capital Wealth Management
Indiana
$127M +$11.8M +10% 11.8% 75.9% 99 12.12%
MSA
6397
McAlister Sweet & Associates
Texas
$127M +$19.6M +18% 10.3% 75.8% 34 11.76%
MLRA
6398
Main Line Retirement Advisors
Montana
$127M +$12.1M +11% 4.82% 38 7.89%
GIM
6399
Greenwich Investment Management
Connecticut
$127M -$6.03M -5% 2.86% 40 10%
MAM
6400
Marketfield Asset Management
New York
$127M +$3.95M +3% 11.8% 61.5% 37 13.51%