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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 Avg Holding
Period (Yrs)
CPX
6776
Canaan Partners XI
California
$118M +$35.5M +43% 44.2% 1,312% 3 0% 2.8
FIA
6777
FPC Investment Advisory
California
$118M +$6.81M +6% 5.22% – 98 2.04% 0.5
PIP
6778
PB Investment Partners
California
$118M -$5.43M -4% 4.26% 81.1% 9 11.11% 2.3
PSB
6779
Piscataqua Savings Bank
New Hampshire
$118M +$5.14M +5% 7.13% 85.5% 357 6.16% 3.1
MWA
6780
Muirfield Wealth Advisors
North Carolina
$118M +$11.2M +10% 6.85% – 63 9.52% 0.7
MCM
6781
Mainstream Capital Management
California
$118M – – 4.98% – 84 – 0
RSWA
6782
Robinson Smith Wealth Advisors
Maine
$118M +$4.05M +4% 5.84% – 93 13.98% 0.7
SFS
6783
Symphony Financial Services
Ohio
$118M +$1.2M +1% 5.01% – 91 16.48% 0.2
MHFA
6784
Mission Hills Financial Advisory
California
$118M – – 5.12% – 32 – 0
SW
6785
SVB Wealth
Massachusetts
$118M -$3.92B -97% 6.09% 170% 755 97.48% 4
EPM
6786
Equitec Proprietary Markets
Illinois
$117M +$38.8M +49% 4.25% 526% 87 37.93% 0.9
ASFA
6787
All Season Financial Advisors
Colorado
$117M +$7.17M +7% 8.42% 33.8% 114 38.6% 1.1
VM
6788
Varde Management
Minnesota
$117M +$87M +286% 4.63% 149% 3 33.33% 2.8
MFS
6789
Monetta Financial Services
Illinois
$117M +$1.79M +2% 6.14% 275% 68 54.41% 2.4
AF
6790
Aegis Financial
Virginia
$117M +$13.4M +13% 13.9% 266% 27 22.22% 2.3
WHCFA
6791
William Howard & Co Financial Advisors
Tennessee
$117M +$8.98M +8% 6.77% – 59 22.03% 0.4
KCIC
6792
Kuhn & Co Investment Counsel
Illinois
$117M +$5.78M +5% 6.2% – 130 5.38% 0.7
RCA
6793
Roberts Capital Advisors
Colorado
$117M +$12.7M +12% 5.77% – 90 2.22% 2.6
CWR
6794
Chico Wealth RIA
California
$117M +$7.76M +7% 6.22% 74.7% 30 10% 1.7
LA
6795
LPF Advisors
Florida
$117M +$8.43M +8% 5.49% – 38 5.26% 0.6
ACM
6796
Ariose Capital Management
Hong Kong
$117M -$14.1M -11% 15.6% 1,745% 17 70.59% 0.3
LF
6797
LifePlan Financial
Minnesota
$117M +$7.93M +7% 7.09% 69.9% 95 12.63% 0.7
OIM
6798
Oder Investment Management
California
$116M +$5.97M +5% 5.6% 97.5% 94 9.57% 2.6
AGA
6799
Accuvest Global Advisors
Utah
$116M +$71.4M +159% 9.56% 130% 70 75.71% 0.5
LAS
6800
Legacy Advisory Services
Pennsylvania
$116M +$7.04M +6% 5.27% – 52 13.46% 0.7