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
4101
Fountainhead AM
New Jersey
$222M +$23.9M +12% 90
AFS
4102
Aft Forsyth & Sober
Florida
$222M +$16.5M +8% 85
QFA
4103
Quantum Financial Advisors
California
$222M -$3.3M -1% 96
B
4104
BetterWealth
California
$222M +$27.7M +14% 41
LJHT
4105
Laurie J. Hall Trustee
$222M +$19.2M +9% 327
PFS
4106
Physicians Financial Services
North Carolina
$222M +$15.2M +7% 111
BFA
4107
BBJS Financial Advisors
Washington
$222M 139
BWP
4108
Balboa Wealth Partners
Arizona
$222M -$5.56M -2% 296
GJCM
4109
Grand Jean Capital Management
California
$222M -$3.93M -2% 44
P2P
4110
Phase 2 Partners
California
$221M +$10.9M +5% 30
IAM
4111
Innovis Asset Management
Illinois
$221M 150
IF
4112
Insight Folios
North Carolina
$221M +$24.9M +13% 106
NS
4113
Newman & Schimel
Illinois
$221M +$18.9M +9% 54
MCA
4114
MSH Capital Advisors
Arizona
$221M +$18.3M +9% 201
HIM
4115
Hotaling Investment Management
Pennsylvania
$221M +$12.7M +6% 129
AA
4116
Auxano Advisors
Washington
$221M +$3.63M +2% 103
SAS
4117
Stelac Advisory Services
New York
$221M +$1.15M +0.5% 169
WFA
4118
Wade Financial Advisory
California
$221M +$21.1M +11% 78
VARA
4119
Value Aligned Research Advisors
New Jersey
$221M 24
SSC
4120
Syverson Strege & Co
Iowa
$221M +$23.5M +12% 331
TCMNY
4121
Thrive Capital Management (New York)
New York
$221M -$73.1M -25% 9
VIA
4122
Vickerman Investment Advisors
Washington
$220M +$13.1M +6% 76
AIP
4123
Ahrens Investment Partners
Louisiana
$220M +$30.5M +16% 203
F1I
4124
Fund 1 Investments
Puerto Rico
$220M 48
GCA
4125
Gradient Capital Advisors
California
$220M +$10.7M +5% 137