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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
MCFP
7576
Mallini Complete Financial Planning
Florida
$126M +$1.85M +1% 1.37% 61 3.28%
GF
7577
GTS Financial
Minnesota
$126M 1.99% 43
STCOSD
7578
Sageworth Trust Company of South Dakota
South Dakota
$126M +$3.83M +3% 0.36% 71.3% 56 17.86%
BWA
7579
Blodgett Wealth Advisors
California
$126M -$17.1M -12% 6.81% 124% 65 7.69%
BCM
7580
Brooktree Capital Management
Michigan
$126M -$24.2M -16% 11.3% 82.9% 45 11.11%
CAM
7581
Chesapeake Asset Management
New York
$126M +$5.01M +4% 1.11% 153% 394 23.86%
BAM
7582
Brandywine Asset Management
Pennsylvania
$126M -$16.3M -11% 1.53% 15 6.67%
BPW
7583
Bingham Private Wealth
California
$126M +$10.1M +9% 1.5% 177 22.03%
VF
7584
Vista Finance
Missouri
$126M -$25.3M -17% 0.04% 47% 62 27.42%
UFA
7585
Uptown Financial Advisors
Texas
$126M -$13.7M -10% 0.82% 83 14.46%
MFN
7586
Midwest Financial Network
Illinois
$126M -$3.75M -3% 1.11% 85 23.53%
BFS
7587
Burr Financial Services
California
$126M -$7.83M -6% 0.37% 31 35.48%
NL
7588
NorthAvenue LLC
Ohio
$126M +$5.01M +4% 2.52% 378 30.42%
NFC
7589
Northstar Financial Companies
Pennsylvania
$126M +$181K +0.1% 1.51% 123 16.26%
ICVCFVA
7590
IDG China Venture Capital Fund V Associates
Hong Kong
$126M -$12.6M -9% 5.58% 7.34% 1 0%
LG
7591
Lane Generational
Massachusetts
$126M +$15.3M +14% 4.52% 148% 43 30.23%
BI
7592
BluePrint Investing
California
$126M -$17.2K -0% 0.29% 26 0%
AC
7593
Agman Capital
Nebraska
$126M +$8.03M +7% 16% 20 15%
VAM
7594
Virtue Asset Management
Illinois
$126M +$217K +0.2% 1.55% 109 14.68%
CHWM
7595
Cauble & Harre Wealth Management
Missouri
$126M +$6.25M +5% 2.5% 81 22.22%
LW
7596
Lauer Wealth
Indiana
$126M -$9.14M -7% 4.55% 75.5% 74 24.32%
RWM
7597
Redstone Wealth Management
Oklahoma
$125M -$1.07M -0.8% 1.46% 43 9.3%
GBFP
7598
Golden Bell Financial Planning
Georgia
$125M +$5.32M +4% 1.95% 37 2.7%
VWM
7599
VanWeelden Wealth Management
Ohio
$125M -$1.91M -1% 0.72% 36 55.56%
MW
7600
Mueller Wealth
Wisconsin
$125M +$4.57M +4% 2.1% 17 11.76%