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
VBFP
4176
Valtinson Bruner Financial Planning
Minnesota
$141M +$16.8M +14% 83
RCM
4177
Rain Capital Management
Oregon
$141M +$41M +41% 36
ACM
4178
Ariose Capital Management
Hong Kong
$141M -$68.1M -33% 54
JWBC
4179
John W. Brooker & Co
California
$140M +$1.61M +1% 180
FAAM
4180
First Ascent Asset Management
Colorado
$140M -$5.42M -4% 36
TCM
4181
Tuttle Capital Management
Connecticut
$140M -$46.9M -25% 157
MPW
4182
Monterey Private Wealth
California
$140M +$23M +20% 74
RBFC
4183
Roman Butler Fullerton & Co
Missouri
$140M +$26.9M +24% 154
PAM
4184
Peninsula Asset Management
Florida
$140M +$18.7M +15% 51
BA
4185
Ballast Advisors
Minnesota
$140M +$33.7M +32% 167
BWM
4186
BigSur Wealth Management
Florida
$140M +$6.46M +5% 113
FP
4187
Financial Perspectives
Minnesota
$140M +$16.1M +13% 570
NERM
4188
New England Research & Management
Illinois
$140M +$22.6M +19% 159
SCM
4189
Salem Capital Management
Massachusetts
$140M +$18.6M +15% 63
SCM
4190
Seascape Capital Management
New Hampshire
$140M +$29.4M +27% 77
SSW
4191
Smith Shellnut Wilson
Mississippi
$140M +$20.4M +17% 132
AIM
4192
Aspen Investment Management
Michigan
$140M +$24.1M +21% 119
MI
4193
Merk Investments
California
$140M +$42M +43% 18
CAG
4194
Curtis Advisory Group
California
$139M -$12.1M -8% 61
IGYL
4195
I.G.Y. Ltd
United Kingdom
$139M +$13.7M +11% 3
GA
4196
Gagnon Advisors
New York
$139M +$31.8M +30% 28
LF
4197
Lantz Financial
Illinois
$139M +$11.3M +9% 116
CFA
4198
CWS Financial Advisors
Michigan
$139M +$3.63M +3% 138
BCA
4199
Bay Colony Advisors
Massachusetts
$139M +$28.4M +26% 223
APSI
4200
Asset Planning Services Inc
Louisiana
$139M +$17.4M +14% 37