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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
SFS
6701
Symphony Financial Services
Ohio
$118M +$1.2M +1% 5.01% 91 16.48%
EPM
6702
Equitec Proprietary Markets
Illinois
$117M +$38.8M +49% 4.25% 527% 87 37.93%
ASFA
6703
All Season Financial Advisors
Colorado
$117M +$7.17M +7% 8.42% 33.8% 114 38.6%
VM
6704
Varde Management
Minnesota
$117M +$87M +286% 4.63% 108% 3 33.33%
MFS
6705
Monetta Financial Services
Illinois
$117M +$1.79M +2% 6.14% 197% 68 54.41%
AF
6706
Aegis Financial
Virginia
$117M +$13.4M +13% 13.9% 257% 27 22.22%
WHCFA
6707
William Howard & Co Financial Advisors
Tennessee
$117M +$8.98M +8% 6.77% 59 22.03%
KCIC
6708
Kuhn & Co Investment Counsel
Illinois
$117M +$5.78M +5% 6.2% 130 5.38%
RCA
6709
Roberts Capital Advisors
Colorado
$117M +$12.7M +12% 5.77% 90 2.22%
CWR
6710
Chico Wealth RIA
California
$117M +$7.76M +7% 6.22% 55.6% 30 10%
LA
6711
LPF Advisors
Florida
$117M +$8.43M +8% 5.49% 38 5.26%
ACM
6712
Ariose Capital Management
Hong Kong
$117M -$14.1M -11% 15.6% 646% 17 70.59%
LF
6713
LifePlan Financial
Minnesota
$117M +$7.93M +7% 7.09% 95 12.63%
OIM
6714
Oder Investment Management
California
$116M +$5.97M +5% 5.6% 88.7% 94 9.57%
AGA
6715
Accuvest Global Advisors
Utah
$116M +$71.4M +159% 9.56% 126% 70 75.71%
LAS
6716
Legacy Advisory Services
Pennsylvania
$116M +$7.04M +6% 5.27% 52 13.46%
CNTOF
6717
Canandaigua National Trust of Florida
New York
$116M 4.56% 99
ICM
6718
Infini Capital Management
Hong Kong
$116M 50.5% 8
FIS
6719
Fischer Investment Strategies
California
$116M +$13.6M +13% 6.09% 81% 32 37.5%
JWWM
6720
Johnson & White Wealth Management
Pennsylvania
$116M +$11.5M +11% 7.43% 76.5% 54 5.56%
GIM
6721
Guardian Investment Management
California
$116M -$23.6M -17% 7.17% 89.7% 58 8.62%
NFGH
6722
Nan Fung Group Holdings
Hong Kong
$116M +$22.3M +24% 17.5% 244% 49 32.65%
GF
6723
GGM Financials
Ohio
$116M +$7.31M +7% 4.53% 55 7.27%
GC
6724
Grizzlyrock Capital
Illinois
$116M -$4.52M -4% 1.54% 22 27.27%
FVIM
6725
Fort Vancouver Investment Management
Washington
$116M +$11.7M +11% 5.44% 51 11.76%