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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
VBCG
6501
Valley Brook Capital Group
Pennsylvania
$128M +$3.13M +3% 3.19% 106% 121 9.92%
PAG
6502
Paladin Advisory Group
Iowa
$128M +$1.81M +1% 2.39% 71.9% 230 3.91%
TF
6503
Tenon Financial
New Jersey
$128M +$9.74M +8% 1.08% 43 16.28%
PBK
6504
Peoples Bank (Kansas)
Kansas
$128M +$260K +0.2% 1.16% 63.3% 276 2.9%
CIG
6505
Cascade Investment Group
Colorado
$128M -$5.52M -4% 3.48% 86.8% 149 18.12%
BCM
6506
Bancreek Capital Management
California
$128M -$6.08M -5% 3.82% 33.6% 20 10%
CAM
6507
Clio Asset Management
Virginia
$128M -$10.3M -7% 6.53% 70% 12 0%
WFL
6508
Wealth Forward LLC
North Dakota
$128M +$965K +0.8% 0.05% 32 3.13%
CCA
6509
Cottonwood Capital Advisors
Utah
$128M +$1.86M +1% 1.51% 78.3% 124 13.71%
AI
6510
Arrien Investments
Idaho
$128M +$1.29M +1% 0.81% 42.7% 41 4.88%
PSC
6511
Piper Sandler & Co
Minnesota
$128M -$17.4M -12% 0.07% 0.04% 22 27.27%
BCM
6512
Beaumont Capital Management
Massachusetts
$128M -$7.99M -6% 0.34% 45.4% 54 27.78%
WFS
6513
Walker Financial Services
Kentucky
$128M +$6.19M +5% 0.45% 18.9% 28 10.71%
HPCM
6514
Hein Park Capital Management
New York
$128M -$14.5M -10% 5.26% 122% 3 0%
BCG
6515
BayBridge Capital Group
California
$128M +$13.1M +11% 1.56% 83 1.2%
TFP
6516
Tilia Fiduciary Partners
North Carolina
$128M +$4.55M +4% 1.56% 90.5% 99 4.04%
AA
6517
Atmos Advisory
Pennsylvania
$128M +$2.97M +2% 0.38% 30.2% 20 0%
WA
6518
WESPAC Advisors
California
$128M -$44M -26% 5.18% 112% 188 35.64%
WCM
6519
Windham Capital Management
Massachusetts
$128M +$683K +0.5% 1.16% 8.3% 44 0%
SAM
6520
Steinberg Asset Management
New York
$128M +$9.81M +8% 13% 130% 44 4.55%
FWMM
6521
Foundation Wealth Management (Missouri)
Missouri
$128M +$4.94M +4% 2.61% 64% 46 17.39%
MCM
6522
Mork Capital Management
California
$128M -$5.04M -4% 3.82% 61.9% 109 3.67%
TIM
6523
Thor Investment Management
Ohio
$127M +$1.18M +0.9% 1.08% 44 2.27%
FFP
6524
Forbes Financial Planning
Rhode Island
$127M +$11.1M +10% 1.01% 46.7% 32 15.63%
EAM
6525
Eschler Asset Management
United Kingdom
$127M -$27.4M -18% 1.02% 274% 110 63.64%