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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
6901
Valley Brook Capital Group
Pennsylvania
$149M -$1.96M -1% 1.54% 106% 123 11.38%
FFWA
6902
Forthright Family Wealth Advisory
Texas
$149M -$9.99M -6% 2.33% 78 58.97%
RFW
6903
Rainier Family Wealth
Washington
$149M +$16.4M +12% 1.09% 104 23.08%
MCM
6904
Mainstream Capital Management
California
$149M -$3.69M -2% 2.61% 93 10.75%
S
6905
Systrade
Liechtenstein
$149M -$14.9M -9% 2.04% 230% 15 26.67%
CPA
6906
Cathy Pareto & Associates
Florida
$149M +$4.93M +3% 0.38% 98 8.16%
GIS
6907
Graphene Investments SAS
France
$149M -$10.5M -7% 1.35% 86.5% 44 0%
AF
6908
Atala Financial
California
$149M -$7.87M -5% 3.64% 131 17.56%
NPAN
6909
Northeast Planning Associates NH
New Hampshire
$149M +$7.37M +5% 1.52% 58 15.52%
RCM
6910
Rockbridge Capital Management
Virginia
$149M -$16.7M -10% 7.7% 32 18.75%
CWP
6911
Clark Wealth Partners
Illinois
$149M -$15.3M -9% 1.43% 654 22.17%
DAC
6912
Dutch Asset Corp
New York
$149M +$19M +15% 1.49% 102 23.53%
CWA
6913
CogentBlue Wealth Advisors
Tennessee
$149M +$2M +1% 2.76% 87 24.14%
KFSN
6914
Keystone Financial Services (Nebraska)
Nebraska
$149M +$1.84M +1% 1.84% 58 6.9%
KCM
6915
KM Capital Management
Texas
$149M -$47.1M -24% 2.13% 50.5% 96 71.88%
FFS
6916
Flavin Financial Services
Florida
$149M +$2.73M +2% 0.54% 72 4.17%
MWM
6917
McAlvany Wealth Management
Colorado
$148M +$17.7M +14% 17% 44 15.91%
PWM
6918
Pinnacle Wealth Management
California
$148M -$18.4K -0% 1.99% 194% 42 47.62%
HFS
6919
Hopwood Financial Services
Virginia
$148M +$6.38M +4% 0.3% 92 11.96%
BWMG
6920
Bannerman Wealth Management Group
Texas
$148M +$7.35M +5% 0.55% 34 8.82%
CSI
6921
Clark & Stuart Inc
Maine
$148M +$3.29M +2% 4.33% 53 11.32%
BTC
6922
Bank & Trust Company
Illinois
$148M +$6.78M +5% 5.23% 304 2.63%
GCA
6923
Gallagher Capital Advisors
Texas
$148M -$6.37M -4% 3.03% 76 26.32%
BAWM
6924
Bennett Associates Wealth Management
Pennsylvania
$148M +$4.09M +3% 1.61% 66 28.79%
MCM
6925
Magnolia Capital Management
New York
$148M +$13.9M +10% 1.65% 77.6% 76 3.95%