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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
VWA
7951
Vistica Wealth Advisors
California
$100M 3.56% 45
SPL
7952
Smart Portfolios LLC
Washington
$100M -$3.25M -3% 1.04% 41.3% 108 13.89%
RTC
7953
Real Talk Capital
Tennessee
$100M +$7.36M +8% 1.35% 104 25.96%
JF
7954
JMN Financial
Ohio
$100M 5.34% 193
PFA
7955
Providence Financial Advisors
Kansas
$100M -$4.57M -4% 3.89% 57 21.05%
TPM
7956
Totem Point Management
New York
$100M -$11.9M -11% 7.47% 375% 19 47.37%
JMA
7957
J.M. Arbour
Maine
$100M 1.81% 112
MBC
7958
Michael Brady & Co
Ohio
$100M 1.78% 53
FA
7959
Fullerton Advisors
California
$100M 1.67% 54
PRAG
7960
Portfolio Resources Advisor Group
Florida
$100M 2.09% 143
JTF
7961
J. Team Financial
Texas
$100M +$1.5M +2% 1.19% 96 21.88%
XI
7962
XXEC Inc
Oklahoma
$100M -$18.5M -16% 0.38% 24.2% 25 24%
MWC
7963
MKD Wealth Coaches
Michigan
$100M -$359K -0.4% 2.03% 27 3.7%
SPC
7964
Square Peg Capital
Australia
$100M -$10.6M -10% 9.16% 9 22.22%
YAIA
7965
Yanni & Associates Investment Advisors
Pennsylvania
$100M 2.1% 36
TFP
7966
Townsend Financial Planning
Kentucky
$99.9M 0.98% 26
UIM
7967
Unified Investment Management
Georgia
$99.8M -$366K -0.4% 1.14% 142 7.75%
E
7968
Entelevest
Florida
$99.8M 2.59% 143
MMRF
7969
Michelson Medical Research Foundation
California
$99.8M -$15.2M -13% 2.88% 37.3% 22 18.18%
SRM
7970
Shelter Rock Management
New York
$99.6M 1.17% 42
BDPWM
7971
Barnes Dennig Private Wealth Management
Ohio
$99.6M +$6.51M +7% 9.69% 350 25.71%
PBK
7972
Peoples Bank (Kansas)
Kansas
$99.5M -$1.21M -1% 2.6% 63.3% 102 8.82%
SSCM
7973
Seven Six Capital Management
New York
$99.4M -$2.07M -2% 2.6% 28 17.86%
BV
7974
Boxwood Ventures
Illinois
$99.4M +$9.55M +11% 3.59% 80% 34 8.82%
JBC
7975
Jefferson Bridge Capital
Tennessee
$99.3M 3.22% 54