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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
ACM
7326
Ascent Capital Management
Oregon
$113M +$13.3M +13% 12.5% 67 20.9%
BWM
7327
Bosman Wealth Management
California
$113M +$14.1M +14% 33.1% 52 44.23%
DFP
7328
Defined Financial Planning
California
$113M +$13.9M +14% 9.78% 95 47.37%
FF
7329
Fortitude Financial
Washington
$113M +$7.54M +7% 7.51% 50 78%
OP
7330
Orvieto Partners
Massachusetts
$112M -$1.54M -1% 2.17% 41 17.07%
EVC
7331
Emeth Value Capital
Louisiana
$112M +$208K +0.2% 1.07% 5 0%
RA
7332
Rovida Advisors
Florida
$112M -$21.1M -16% 4.01% 24.8% 16 50%
VFP
7333
Vested Financial Planning
California
$112M +$12.3M +12% 7.41% 28 10.71%
IVP
7334
Intrinsic Value Partners
Arizona
$112M +$11.1M +11% 11% 126% 71 12.68%
WWA
7335
Wingate Wealth Advisors
Massachusetts
$112M +$25.4M +29% 7.25% 105 16.19%
MIA
7336
MeadowBrook Investment Advisors
Michigan
$112M +$4.87M +5% 8.08% 299 30.43%
FA
7337
Freestate Advisors
Kansas
$112M +$11.2M +11% 4.49% 47 21.28%
NCTC
7338
New Covenant Trust Company
Indiana
$112M +$17.3M +18% 10.8% 90 12.22%
ACM
7339
Ativo Capital Management
Illinois
$112M -$4.93M -4% 6.29% 57.9% 61 19.67%
HFA
7340
Hershey Financial Advisers
Pennsylvania
$112M 8.87% 69
SG
7341
Stanich Group
New York
$112M -$23.6M -17% 10.9% 52 28.85%
ARA
7342
Alexander Randolph Advisory
Virginia
$112M +$9.49M +9% 4.93% 53 0%
EPCA
7343
Elizabeth Park Capital Advisors
Ohio
$111M +$1.19M +1% 6.4% 77.8% 47 21.28%
SFC
7344
Summit Financial Consulting
Michigan
$111M +$3.49M +3% 2.95% 49 32.65%
AIA
7345
Aventus Investment Advisors
Florida
$111M 9.92% 153
KC
7346
Kize Capital
New York
$111M +$1.37M +1% 11.6% 25.6% 6 0%
FF
7347
Farnam Financial
Arizona
$111M +$12.7M +13% 5.59% 49 4.08%
CAM
7348
Chesapeake Asset Management
New York
$111M +$4.87M +5% 14.4% 153% 556 46.22%
PAG
7349
Poinciana Advisors Group
Florida
$111M +$14.4M +15% 10.4% 143 37.76%
GWM
7350
GK Wealth Management
Nevada
$111M +$23.1M +26% 14.3% 172 28.49%