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
4251
FC Advisory
Pennsylvania
$296M -$2.52M -0.8% 111
VBFP
4252
Valtinson Bruner Financial Planning
Minnesota
$296M +$9.45M +3% 159
AM
4253
Atwater Malick
Pennsylvania
$296M -$2.91M -1% 79
HP
4254
Holistic Planning
Texas
$295M +$19.4M +7% 196
DIGDR
4255
Dynamo Internacional Gestao de Recursos
Brazil
$295M +$4.06M +1% 6
GCM
4256
GoodHaven Capital Management
New Jersey
$295M -$14.8M -5% 27
SSW
4257
Stone Summit Wealth
Florida
$295M -$2.78M -0.9% 140
CMP
4258
Courage Miller Partners
Virginia
$295M +$3.09M +1% 83
TCM
4259
Trybe Capital Management
Connecticut
$295M -$69.5M -19% 11
AGAM
4260
Avalon Global Asset Management
California
$295M -$62.2M -17% 37
WA
4261
Wambolt & Associates
Colorado
$295M -$18M -6% 185
VBFG
4262
Vishria Bird Financial Group
Tennessee
$294M +$8.93M +3% 85
CI
4263
Cavalier Investments
Georgia
$294M -$4.96M -2% 88
SPG
4264
Snow Phipps Group
New York
$294M +$4.95M +2% 2
HA
4265
Hamel Associates
New Jersey
$294M -$16.5M -5% 75
MBFW
4266
Morton Brown Family Wealth
Pennsylvania
$294M +$7.28M +3% 360
LFA
4267
Level Financial Advisors
New York
$294M +$21.6M +8% 86
SCM
4268
Sophron Capital Management
New Jersey
$294M +$41.1M +16% 44
SMG
4269
Smart Money Group
Texas
$294M +$4.48M +2% 103
NFP
4270
Narus Financial Partners
Utah
$294M -$1.67M -0.6% 160
TJHA
4271
Thomas J. Herzfeld Advisors
Florida
$294M -$18.1M -6% 155
CPIM
4272
Coalescence Partners Investment Management
New York
$294M +$31.4M +12% 19
PC
4273
Pecaut & Co
Iowa
$294M +$4.15M +1% 79
BCM
4274
Boone Capital Management
Georgia
$294M -$2.64M -0.9% 16
HWMO
4275
Heritage Wealth Management (Ohio)
Ohio
$294M -$6.98M -2% 238