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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
UFPG
6526
United Financial Planning Group
New York
$169M +$4.34M +3% 0.4% 660 56.21%
SNBOSCI
6527
Security National Bank of Sioux City Iowa
Iowa
$169M +$13.4M +9% 0.82% 52.4% 107 18.69%
FVM
6528
Forerunner Ventures Management
California
$169M -$58.2M -26% 25.6% 1 0%
OCA
6529
Optimus Capital Advisors
Texas
$169M -$1.67M -1% 0.55% 33 12.12%
TCM
6530
Thoma Capital Management
Maryland
$169M -$4.48M -3% 2.11% 62 14.52%
DF
6531
Daviman Financial
Indiana
$169M -$1.32M -0.8% 1.77% 95 17.89%
GFL
6532
Granite FO LLC
New Hampshire
$169M -$18.4M -10% 2.28% 111% 175 2.86%
MHIP
6533
Mountain Hill Investment Partners
New Jersey
$169M +$29.4M +21% 7.9% 250 30.4%
WAC
6534
William Allan Corp
Colorado
$169M -$7.29M -4% 1.22% 84.7% 62 11.29%
MG
6535
McHugh Group
Ohio
$169M -$6.81M -4% 5.1% 86 10.47%
AFP
6536
Alpha Financial Partners
Kentucky
$169M +$5.11M +3% 0.75% 51.3% 105 11.43%
CIA
6537
Cascade Investment Advisors
Oregon
$169M -$1.13M -0.7% 1.95% 71.4% 121 10.74%
TC
6538
Tacita Capital
Ontario, Canada
$169M -$3.71M -2% 2.39% 72.3% 256 22.66%
MFA
6539
McClarren Financial Advisors
Pennsylvania
$169M +$1.3M +0.8% 2.3% 55.3% 82 9.76%
WSFG
6540
Wall Street Financial Group
Illinois
$169M +$31.6M +23% 0.65% 667 85.46%
PP
6541
Pingora Partners
Wyoming
$169M +$5.17M +3% 17% 208 12.5%
IRM
6542
Income Research & Management
Massachusetts
$169M -$21.8M -11% 0.11% 0.7% 32 18.75%
CRCM
6543
Crystal Rock Capital Management
Illinois
$168M -$20.8M -11% 2.92% 172% 34 8.82%
LHA
6544
Little Harbor Advisors
Massachusetts
$168M -$25.4M -13% 4.62% 48.4% 8 50%
ONST
6545
Old North State Trust
North Carolina
$168M -$709K -0.4% 0.31% 156 10.26%
CW
6546
Code Waechter
Florida
$168M +$12.6M +8% 0.28% 122 14.75%
PFA
6547
Presper Financial Architects
Ohio
$168M -$8.59M -5% 2.94% 60 26.67%
MAG
6548
Meadowbrook Advisors Group
New Jersey
$168M -$10.1M -6% 0.74% 140 9.29%
TT
6549
TI-Trust
Illinois
$168M +$6.26M +4% 5.82% 85.8% 133 6.77%
7CM
6550
7G Capital Management
New York
$168M +$7.39M +5% 3.58% 128% 14 42.86%