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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
KFO
6826
Kopp Family Office
Minnesota
$157M +$3.03M +2% 6.11% 34% 26 19.23%
CPCP
6827
Cedar Point Capital Partners
Iowa
$157M +$4.12M +3% 2.55% 70 7.14%
VFS
6828
Valpey Financial Services
New Hampshire
$157M +$3.85M +3% 1.26% 73 2.74%
FW
6829
Fidato Wealth
Ohio
$157M +$4.41M +3% 0.66% 16 12.5%
SWM
6830
Schwallier Wealth Management
Michigan
$157M -$3.68M -2% 1.41% 58 22.41%
BAS
6831
Breakthru Advisory Services
Wisconsin
$156M +$4.52M +3% 1.51% 68 16.18%
MCWA
6832
Meadow Creek Wealth Advisors
Georgia
$156M +$5.75M +4% 3.42% 143 7.69%
CGA
6833
Channing Global Advisors
Florida
$156M +$11.9M +8% 9.87% 131% 47 19.15%
APW
6834
Atlantic Private Wealth
North Carolina
$156M +$1.58M +1% 1.74% 46.2% 413 47.22%
SI
6835
Stonekeep Investments
New Mexico
$156M -$1.43M -0.9% 0.78% 66 9.09%
LA
6836
Lakeside Advisors
Washington
$156M -$1.69M -1% 1.04% 64.4% 65 7.69%
AC
6837
Avory & Company
Florida
$156M -$9.73M -6% 0.85% 61.6% 45 33.33%
LF
6838
LifeSteps Financial
California
$156M +$570K +0.4% 2.01% 88% 91 3.3%
IIM
6839
Invariant Investment Management
Pennsylvania
$156M 1.74% 71
CC
6840
Cultivar Capital
Texas
$156M +$6.26M +4% 2.13% 47 21.28%
MCM
6841
MidAtlantic Capital Management
Virginia
$156M +$9.65M +7% 1.48% 239 66.95%
SW
6842
Schulz Wealth
Texas
$156M +$4.81M +3% 2.33% 65 6.15%
PCM
6843
Palouse Capital Management
Washington
$156M -$1.17M -0.7% 3.54% 67.8% 164 19.51%
GFG
6844
Grantvest Financial Group
New Jersey
$156M +$11.2M +8% 1.38% 168 11.31%
SA
6845
SFI Advisors
New Jersey
$156M -$996K -0.6% 1.98% 82.9% 69 14.49%
FPWM
6846
Five Pine Wealth Management
Idaho
$156M +$7.97M +5% 1.38% 42 0%
SNBOSCI
6847
Security National Bank of Sioux City Iowa
Iowa
$156M +$2.19M +1% 2.62% 52.4% 93 12.9%
CW
6848
Code Waechter
Florida
$156M +$2.51M +2% 1.94% 119 15.13%
WA
6849
Whipplewood Advisors
Colorado
$156M +$3.6M +2% 0.73% 509 43.61%
SCA
6850
Sippican Capital Advisors
Massachusetts
$156M +$4.36M +3% 4.49% 90.1% 117 5.98%