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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
MPW
7101
Magnolia Private Wealth
Pennsylvania
$143M +$6.72M +5% 2.83% 128 21.09%
RWIA
7102
Roger Wittlin Investment Advisory
California
$143M -$36.9M -21% 1.91% 54.1% 44 18.18%
BMCM
7103
Black Maple Capital Management
Wisconsin
$143M -$63.5M -31% 1.05% 29.7% 114 42.98%
YEPX
7104
Yorktown Energy Partners XI
New York
$143M -$52M -27% 26.4% 139% 4 25%
FCP
7105
Fosse Capital Partners
United Kingdom
$143M -$21.9M -13% 6.54% 68.6% 2 0%
SFP
7106
SwitchPoint Financial Planning
Utah
$143M +$4.71M +3% 3.49% 63 4.76%
GCWM
7107
Guided Capital Wealth Management
Texas
$143M +$26M +22% 5.02% 42 30.95%
SWA
7108
Safir Wealth Advisors
New Hampshire
$143M +$1.05M +0.7% 1.5% 46.4% 17 5.88%
POIA
7109
Pin Oak Investment Advisors
Texas
$143M +$2.54M +2% 0.92% 55.7% 530 11.51%
BU
7110
Brown University
Rhode Island
$143M -$26.5M -16% 8.24% 7.69% 10 20%
PSB
7111
Piscataqua Savings Bank
New Hampshire
$142M +$14.4M +11% 3.97% 85.5% 412 16.99%
TF
7112
TME Financial
California
$142M +$8.89M +7% 0.82% 79 13.92%
API
7113
Asset Planning Inc
California
$142M +$4.13M +3% 5.01% 305 7.21%
GFA
7114
Gladwyn Financial Advisors
Virginia
$142M +$2.98M +2% 0.43% 87 2.3%
SFG
7115
Synergy Financial Group
California
$142M -$5.98M -4% 0.3% 126% 119 6.72%
BAM
7116
Brandywine Asset Management
Pennsylvania
$142M 2.29% 15
CGF
7117
Constant Guidance Financial
Massachusetts
$142M +$16.9M +14% 1.45% 60 60%
MCM
7118
Mountain Capital Management
Texas
$142M 17.4% 1
BCA
7119
Buckley Capital Advisors
Florida
$142M 9.06% 15
HFS
7120
Hopwood Financial Services
Virginia
$142M -$7.58M -5% 1.85% 310 70.97%
II
7121
Ibex Investors
Colorado
$142M +$21.2M +18% 7.77% 4.48% 16 31.25%
GT
7122
GreatBanc Trust
Illinois
$142M -$4.15M -3% 2.18% 77 7.79%
VIM
7123
Villanova Investment Management
Pennsylvania
$142M -$2.46M -2% 3.59% 61 13.11%
VF
7124
Visa Foundation
California
$142M +$2.96M +2% 2.13% 37.7% 1 0%
HAM
7125
Hedges Asset Management
Nevada
$142M +$11.2M +9% 5.25% 112 12.5%