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
VPP
3676
Vertex Planning Partners
Illinois
$291M -$3.07M -1% 144
BCA
3677
Bernzott Capital Advisors
California
$290M -$173M -37% 55
BCG
3678
Breakwater Capital Group
New Jersey
$290M +$16.6M +6% 229
MIM
3679
Montgomery Investment Management
Maryland
$290M -$7.47M -3% 93
ALAM
3680
Asahi Life Asset Management
Japan
$290M -$13.7M -5% 244
IC
3681
Intel Corp
California
$290M -$102M -26% 8
MC
3682
Muhlenkamp & Co
Pennsylvania
$290M +$7.56M +3% 33
HF
3683
Halpern Financial
Virginia
$290M -$2.28M -0.8% 272
DFG
3684
Delta Financial Group
New Jersey
$290M +$204M +240% 218
TLP
3685
Trinity Legacy Partners
Texas
$290M +$3.43M +1% 111
TI
3686
tru Independence
Oregon
$289M -$14.4M -5% 124
RPA
3687
Rock Point Advisors
Vermont
$289M -$15.6M -5% 103
WCM
3688
Windsor Capital Management
Arizona
$289M -$13.3M -4% 118
WPP
3689
Whalerock Point Partners
Rhode Island
$289M -$6.1M -2% 161
DT
3690
Daniels + Tansey
Delaware
$289M -$12.7M -4% 30
SWK
3691
Stephen W. Kidder
$288M -$17.2M -6% 78
CFM
3692
Capricorn Fund Managers
United Kingdom
$288M +$9.66M +3% 94
NCM
3693
New Capital Management
Texas
$288M 51
HW
3694
Hedeker Wealth
Illinois
$288M -$11.9M -4% 96
HI
3695
Handelsinvest Investeringsforvaltning
Denmark
$288M -$219M -43% 113
BI
3696
Bulldog Investors
New Jersey
$288M -$13.8M -5% 267
WWP
3697
Waypoint Wealth Partners
California
$288M -$4.04M -1% 79
FNB
3698
Farmers National Bank
Kentucky
$288M -$5.27M -2% 143
AB
3699
Aozora Bank
Japan
$288M -$10.3M -3% 4
WHGC
3700
Wealth High Governance Capital
Brazil
$288M +$49.1M +21% 34