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
PFT
3901
Providence First Trust
Arizona
$172M +$14M +9% 78
LFA
3902
Landmark Financial Advisors
Kentucky
$172M +$10.8M +7% 68
HAS
3903
HBW Advisory Services
California
$171M +$66.8M +64% 148
VCM
3904
Verde Capital Management
Michigan
$171M 37
SMG
3905
Smart Money Group
Texas
$171M +$46.4M +37% 88
SCM
3906
Stellar Capital Management
Arizona
$171M +$15.6M +10% 83
JCA
3907
Jade Capital Advisors
New Jersey
$171M 75
UC
3908
Unio Capital
New Jersey
$171M +$14.6M +9% 66
BIA
3909
Bigelow Investment Advisors
Maine
$171M +$13.3M +8% 159
TCOK
3910
Trust Company of Kansas
Kansas
$171M 41
VCM
3911
Voce Capital Management
California
$171M -$14.5M -8% 13
VFPI
3912
Vantage Financial Partners (Illinois)
Illinois
$170M +$19.3M +13% 79
XSC
3913
X-Square Capital
Puerto Rico
$170M +$12.3M +8% 81
MPA
3914
Marvin & Palmer Associates
Delaware
$170M +$17.6M +12% 33
VCA
3915
VIEX Capital Advisors
Florida
$170M +$6.29M +4% 17
MLFP
3916
MPS Loria Financial Planners
Illinois
$170M +$15.7M +10% 74
VAM
3917
Velanne Asset Management
United Kingdom
$170M +$13.2M +8% 23
DCM
3918
Disciplina Capital Management
Tennessee
$169M +$2.79M +2% 17
LBC
3919
Lawrence B. Cohen
$169M +$16.7M +11% 79
LRIC
3920
Long Road Investment Counsel
Michigan
$169M -$2.68M -2% 73
AIA
3921
Allied Investment Advisors
Montana
$169M +$14M +9% 46
MCP
3922
Martin Capital Partners
Oregon
$169M +$20.6M +14% 63
BHWA
3923
Beacon Harbor Wealth Advisors
Virginia
$169M +$12.8M +8% 61
CWM
3924
Cedar Wealth Management
California
$169M +$19.7M +13% 197
W
3925
WealthStone
Ohio
$169M -$19.1M -10% 50