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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
CF
6501
Cyr Financial
Illinois
$170M +$9.55M +6% 1.36% 61 9.84%
BM
6502
Brandywine Managers
Delaware
$170M -$32.3M -16% 13.9% 53.1% 45 26.67%
FH
6503
Financial Harvest
Florida
$170M +$7.82M +5% 1.42% 63 11.11%
RWFS
6504
Rayburn West Financial Services
Tennessee
$170M +$8.91M +6% 1.34% 83 4.82%
FPH
6505
Financial Planning Hawaii
Hawaii
$170M -$3.98M -2% 0.01% 130 6.92%
LOIP
6506
Live Oak Investment Partners
Texas
$169M +$6.67M +4% 1.76% 98 19.39%
PAM
6507
PVG Asset Management
Colorado
$169M +$122M +260% 5.56% 142 47.89%
ULWM
6508
Upper Left Wealth Management
Florida
$169M +$5.28M +3% 1.43% 43.1% 71 9.86%
NWM
6509
Navigoe Wealth Management
California
$169M +$7.3M +5% 2.38% 277 20.58%
SHFA
6510
Sherrill & Hutchins Financial Advisory
Georgia
$169M +$28.3M +20% 1.42% 18 44.44%
EWA
6511
Emergent Wealth Advisors
New York
$169M -$8.6M -5% 1.13% 151 28.48%
UFPG
6512
United Financial Planning Group
New York
$169M +$4.34M +3% 0.4% 660 56.21%
SNBOSCI
6513
Security National Bank of Sioux City Iowa
Iowa
$169M +$13.4M +9% 0.82% 52.4% 107 18.69%
FVM
6514
Forerunner Ventures Management
California
$169M -$58.2M -26% 25.6% 1 0%
OCA
6515
Optimus Capital Advisors
Texas
$169M -$1.67M -1% 0.55% 33 12.12%
TCM
6516
Thoma Capital Management
Maryland
$169M -$4.48M -3% 2.11% 62 14.52%
DF
6517
Daviman Financial
Indiana
$169M -$1.32M -0.8% 1.77% 95 17.89%
GFL
6518
Granite FO LLC
New Hampshire
$169M -$18.4M -10% 2.28% 111% 175 2.86%
MHIP
6519
Mountain Hill Investment Partners
New Jersey
$169M +$29.4M +21% 7.9% 250 30.4%
WAC
6520
William Allan Corp
Colorado
$169M -$7.29M -4% 1.22% 50.4% 62 11.29%
MG
6521
McHugh Group
Ohio
$169M -$6.81M -4% 5.1% 86 10.47%
AFP
6522
Alpha Financial Partners
Kentucky
$169M +$5.11M +3% 0.75% 51.3% 105 11.43%
CIA
6523
Cascade Investment Advisors
Oregon
$169M -$1.13M -0.7% 1.95% 71.4% 121 10.74%
TC
6524
Tacita Capital
Ontario, Canada
$169M -$3.71M -2% 2.39% 60.3% 256 22.66%
MFA
6525
McClarren Financial Advisors
Pennsylvania
$169M +$1.3M +0.8% 2.3% 55.3% 82 9.76%