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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
PFS
7901
Professional Financial Solutions
Virginia
$112M +$5.73M +5% 0.82% 38 2.63%
IG
7902
IFS Group
Pennsylvania
$112M 3.04% 144
PC
7903
Parrish Capital
Georgia
$112M +$1.79M +2% 4.37% 87 2.3%
AHIA
7904
Andrew Hill Investment Advisors
Florida
$112M -$19.1M -15% 3.58% 63 39.68%
DM
7905
Diker Management
New York
$112M -$17.2M -13% 3.73% 210% 51 37.25%
APFP
7906
Action Point Financial Planning
Michigan
$112M 0.77% 69
NCTC
7907
New Covenant Trust Company
Indiana
$112M +$1.19M +1% 2.47% 101 15.84%
GW
7908
Graetz Wealth
Michigan
$112M +$2.18M +2% 1.57% 87 19.54%
VFP
7909
Vilga Financial Planning
New Jersey
$112M +$7.55M +7% 0.91% 87 11.49%
WA
7910
Waystone Advisors
Washington
$112M -$4.68M -4% 3.57% 119 29.41%
VP
7911
Vitruvian Partners
United Kingdom
$112M -$27.3M -20% 18.3% 64.3% 7 0%
RTM
7912
Red Tree Management
California
$112M +$2.8M +3% 5.38% 3 0%
JE
7913
Jacobs Equity
Utah
$112M +$7.93M +8% 0.27% 111 9.91%
SPWM
7914
Smith Partners Wealth Management
North Carolina
$112M +$2.93M +3% 0.79% 81 9.88%
OCA
7915
Odyssey Capital Advisors
Pennsylvania
$112M -$938K -0.8% 3.03% 99 9.09%
FCU
7916
Financial Concepts Unlimited
Maine
$112M 2.37% 44
LMFP
7917
Larry Mathis Financial Planning
Arizona
$112M -$1.81M -2% 2.66% 177 23.16%
LP
7918
LB Partners
Virginia
$112M +$3.19M +3% 7.79% 39 38.46%
AFP
7919
ATLas Financial Planning
Georgia
$112M +$9.61M +9% 1.28% 69 8.7%
VPW
7920
Vericrest Private Wealth
Pennsylvania
$111M -$1.03M -0.9% 2.44% 47 17.02%
EGP
7921
Emergence GP Partners
California
$111M -$42.6M -28% 26.2% 4 0%
FA
7922
Fountainhead AM
New Jersey
$111M +$43.9M +65% 3% 65.6% 226 31.86%
BF
7923
Benchmark Financial
Delaware
$111M +$11.1M +11% 1.38% 53 11.32%
WWMP
7924
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$111M +$10.1M +10% 0.93% 130 33.08%
KSB
7925
Kennebec Savings Bank
Maine
$111M -$4.39M -4% 1.56% 256 5.47%