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
B
4051
BetterWealth
California
$222M +$27.7M +14% 41
LJHT
4052
Laurie J. Hall Trustee
$222M +$19.2M +9% 327
PFS
4053
Physicians Financial Services
North Carolina
$222M +$15.2M +7% 111
BWP
4054
Balboa Wealth Partners
Arizona
$222M -$5.56M -2% 296
GJCM
4055
Grand Jean Capital Management
California
$222M -$3.93M -2% 44
P2P
4056
Phase 2 Partners
California
$221M +$10.9M +5% 30
IF
4057
Insight Folios
North Carolina
$221M +$24.9M +13% 106
NS
4058
Newman & Schimel
Illinois
$221M +$18.9M +9% 54
MCA
4059
MSH Capital Advisors
Arizona
$221M +$18.3M +9% 201
HIM
4060
Hotaling Investment Management
Pennsylvania
$221M +$12.7M +6% 129
AA
4061
Auxano Advisors
Washington
$221M +$3.63M +2% 103
SAS
4062
Stelac Advisory Services
New York
$221M +$1.15M +0.5% 169
WFA
4063
Wade Financial Advisory
California
$221M +$21.1M +11% 78
SSC
4064
Syverson Strege & Co
Iowa
$221M +$23.5M +12% 331
TCMNY
4065
Thrive Capital Management (New York)
New York
$221M -$73.1M -25% 9
VIA
4066
Vickerman Investment Advisors
Washington
$220M +$13.1M +6% 76
AIP
4067
Ahrens Investment Partners
Louisiana
$220M +$30.5M +16% 203
F1I
4068
Fund 1 Investments
Puerto Rico
$220M 48
GCA
4069
Gradient Capital Advisors
California
$220M +$10.7M +5% 137
SAM
4070
Standpoint Asset Management
Arizona
$220M 8
MCIA
4071
Mountain Capital Investment Advisors
Colorado
$220M +$29M +15% 93
LF
4072
Lantz Financial
Illinois
$220M +$27.7M +14% 193
VM
4073
Venator Management
Pennsylvania
$220M -$14.5M -6% 32
T
4074
TNF
Montana
$220M +$24.3M +12% 113
RAM
4075
Roanoke Asset Management
New Jersey
$220M +$9.73M +5% 110