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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
MVA
7051
Mount Vernon Associates
Maryland
$142M -$7.14M -5% 4.64% 119% 61 3.28%
YEPX
7052
Yorktown Energy Partners XI
New York
$142M -$1.34M -0.9% 15.9% 139% 4 0%
NA
7053
Networth Advisors
Pennsylvania
$141M +$5.98M +4% 0.41% 448 29.02%
IA
7054
IF Advisors
Texas
$141M +$18.4M +15% 0.47% 54 25.93%
MAM
7055
Maytree Asset Management
Hong Kong
$141M +$6.58M +5% 44.3% 402% 27 62.96%
HFAS
7056
Hummer Financial Advisory Services
Illinois
$141M -$95.4K -0.1% 1.3% 60.6% 129 9.3%
SFG
7057
Shum Financial Group
California
$141M +$2.6M +2% 1.75% 93 1.08%
VVM
7058
Versant Venture Management
California
$141M -$9.65M -6% 17.8% 376% 8 12.5%
POIA
7059
Pin Oak Investment Advisors
Texas
$141M -$1.2M -0.8% 8.35% 55.7% 516 5.43%
TM
7060
TFJ Management
Massachusetts
$141M +$2.47M +2% 25.7% 16 50%
KCM
7061
Kalehua Capital Management
Texas
$141M +$40.2M +40% 9.16% 28 42.86%
PR
7062
PSP Research
Pennsylvania
$141M +$26.9M +24% 2.42% 105 43.81%
RB
7063
Renasant Bank
Mississippi
$141M -$6.16M -4% 0.75% 53.8% 153 16.99%
CFGW
7064
Chancellor Financial Group WB
Pennsylvania
$141M -$6.31M -4% 2.19% 151 15.89%
LAIC
7065
Lederer & Associates Investment Counsel
California
$141M -$7.79M -5% 1.64% 75.5% 88 11.36%
MCAV
7066
Meritech Capital Associates V
California
$141M -$38.6M -21% 20.5% 37.3% 2 0%
SFS
7067
Sunrise Financial Services
Washington
$141M +$8.42M +6% 0.08% 641 19.97%
WA
7068
Watchtower Advisors
Connecticut
$141M -$24.6M -15% 5.76% 272% 14 35.71%
MFG
7069
Mosaic Financial Group
Illinois
$141M -$5.56M -4% 0.15% 132 9.85%
MCM
7070
Mork Capital Management
California
$141M -$23M -14% 3.6% 45.7% 119 15.97%
OFG
7071
Orcam Financial Group
California
$141M +$7.47M +6% 0.42% 29.8% 63 9.52%
API
7072
Asset Planning Inc
California
$141M -$1.64M -1% 0.22% 310 8.71%
MQWP
7073
Morey & Quinn Wealth Partners
Nebraska
$141M +$1.32M +1% 0.45% 139 7.91%
OWM
7074
Orca Wealth Management
Florida
$141M +$899K +0.6% 3.96% 71 9.86%
APW
7075
Aurora Private Wealth
New Jersey
$140M -$11.7M -8% 3.63% 173 9.25%