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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 Avg Time
Held (Qtrs)
MAFA
7426
MJT & Associates Financial Advisory
Minnesota
$151M +$15M +11% 12.8% – 495 16.77% 4
WF
7427
Womack Financial
Texas
$151M +$15.3M +11% 16.7% – 73 6.85% 5.3
NFA
7428
Northern Financial Advisors
Michigan
$151M +$14M +10% 21.2% 109% 108 10.19% 10.8
NCM
7429
Neumann Capital Management
California
$151M -$188M -55% 11.2% 79.4% 106 49.06% 30.1
OFA
7430
Orographic Financial Advisors
Colorado
$151M +$10.1M +7% 6.47% – 113 13.27% 0.9
AFP
7431
ATX Financial Planning
Texas
$151M +$19.5M +15% 12.2% – 86 9.3% 1.7
HTWM
7432
Hartmann Taylor Wealth Management
Texas
$151M -$162K -0.1% 9.97% – 54 0% 4.6
BDCMI
7433
Black Diamond Capital Management I
$151M +$15.3M +11% 7.87% – 9 22.22% 2.6
RSF
7434
Rik Saylor Financial
Ohio
$151M +$19.3M +15% 13.9% – 92 10.87% 5.2
TMC
7435
Themes Management Co
Connecticut
$151M -$11.2M -7% 19.4% – 161 31.68% 1.7
STFP
7436
Signal Tree Financial Partners
Ohio
$151M +$18.4M +14% 10.2% – 54 14.81% 4.7
HIC
7437
Hamrick Investment Counsel
Washington
$151M -$29.7M -16% 7.25% – 364 51.37% 1.9
AWA
7438
A4 Wealth Advisors
North Carolina
$151M +$28.4M +23% 14.9% – 119 37.82% 2.1
AT
7439
Adelphi Trust
Florida
$151M +$27.8M +23% 14.4% – 125 24.8% 1.6
PAG
7440
Paladin Advisory Group
Iowa
$151M +$19.1M +15% 17.9% 71.9% 245 2.45% 10.9
SGC
7441
Slocum, Gordon & Co
Rhode Island
$151M +$3.57M +2% 3.15% 55.2% 75 21.33% 8.1
SFGM
7442
Stonebridge Financial Group (Missouri)
Missouri
$151M +$31.9M +27% 22.9% – 183 16.39% 1.7
CFG
7443
Chapman Financial Group
Hawaii
$150M +$10.7M +8% 11.6% – 270 5.56% 4.9
RYA
7444
Richard Young Associates
Georgia
$150M +$18.8M +14% 13.2% – 31 25.81% 1.6
LFS
7445
Leibman Financial Services
Nebraska
$150M +$14.2M +10% 10.7% – 53 20.75% 6.1
QA
7446
Quattro Advisors
Pennsylvania
$150M +$34.9M +30% 24.1% – 60 18.33% 1.6
SPWM
7447
Spartan Planning & Wealth Management
North Carolina
$150M +$15.1M +11% 19.5% – 88 36.36% 4.6
AWA
7448
AmeriServ Wealth Advisors
Pennsylvania
$150M -$6.42M -4% 12.6% – 60 11.67% 15.5
PIP
7449
PB Investment Partners
California
$150M +$23.2M +18% 15.7% 81.1% 10 10% 10.3
IVGAI
7450
Index Venture Growth Associates III
Jersey
$150M +$32.2M +27% 45.2% 740% 2 0% 18