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
FA
4051
Fountainhead AM
New Jersey
$222M +$23.9M +12% 90
AFS
4052
Aft Forsyth & Sober
Florida
$222M +$16.5M +8% 85
QFA
4053
Quantum Financial Advisors
California
$222M -$3.3M -1% 96
B
4054
BetterWealth
California
$222M +$27.7M +14% 41
LJHT
4055
Laurie J. Hall Trustee
$222M +$19.2M +9% 327
PFS
4056
Physicians Financial Services
North Carolina
$222M +$15.2M +7% 111
BWP
4057
Balboa Wealth Partners
Arizona
$222M -$5.56M -2% 296
GJCM
4058
Grand Jean Capital Management
California
$222M -$3.93M -2% 44
P2P
4059
Phase 2 Partners
California
$221M +$10.9M +5% 30
IF
4060
Insight Folios
North Carolina
$221M +$24.9M +13% 106
NS
4061
Newman & Schimel
Illinois
$221M +$18.9M +9% 54
MCA
4062
MSH Capital Advisors
Arizona
$221M +$18.3M +9% 201
HIM
4063
Hotaling Investment Management
Pennsylvania
$221M +$12.7M +6% 129
AA
4064
Auxano Advisors
Washington
$221M +$3.63M +2% 103
SAS
4065
Stelac Advisory Services
New York
$221M +$1.15M +0.5% 169
WFA
4066
Wade Financial Advisory
California
$221M +$21.1M +11% 78
SSC
4067
Syverson Strege & Co
Iowa
$221M +$23.5M +12% 331
TCMNY
4068
Thrive Capital Management (New York)
New York
$221M -$73.1M -25% 9
VIA
4069
Vickerman Investment Advisors
Washington
$220M +$13.1M +6% 76
AIP
4070
Ahrens Investment Partners
Louisiana
$220M +$30.5M +16% 203
F1I
4071
Fund 1 Investments
Puerto Rico
$220M 48
GCA
4072
Gradient Capital Advisors
California
$220M +$10.7M +5% 137
SAM
4073
Standpoint Asset Management
Arizona
$220M 8
MCIA
4074
Mountain Capital Investment Advisors
Colorado
$220M +$29M +15% 93
LF
4075
Lantz Financial
Illinois
$220M +$27.7M +14% 193