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
CI
4301
Centerstone Investors
New York
$140M -$6M -4% 27
CGFA
4302
Colton Groome Financial Advisors
North Carolina
$140M +$4.22M +3% 59
NCM
4303
Next Capital Management
New York
$139M -$9.69M -6% 262
EGWAG
4304
Elwood & Goetz Wealth Advisory Group
Georgia
$139M +$13M +10% 31
VBFP
4305
Valtinson Bruner Financial Planning
Minnesota
$139M +$16.6M +13% 75
NEGWA
4306
New England Guild Wealth Advisors
Connecticut
$139M +$50K +0% 57
SFS
4307
Searcy Financial Services
Kansas
$139M +$4.31M +3% 16
SV
4308
Stilwell Value
New York
$139M +$6.12M +5% 44
RIM
4309
Rush Island Management
New York
$139M -$47.8M -26% 17
JAM
4310
JW Asset Management
Florida
$139M +$25.1M +22% 13
HI
4311
Hoey Investments
Pennsylvania
$139M 160
WLPWM
4312
Walled Lake Planning & Wealth Management
Illinois
$139M 279
UA
4313
Unison Advisors
District of Columbia
$139M +$8.54M +7% 168
SAS
4314
Stelac Advisory Services
New York
$138M -$2.34M -2% 117
BAM
4315
Boyar Asset Management
New York
$138M +$6.69M +5% 72
WTFG
4316
Wells Trecaso Financial Group
Ohio
$138M +$12.8M +10% 69
CMI
4317
Clare Market Investments
Texas
$138M +$33M +31% 95
WSC
4318
White Square Capital
United Kingdom
$138M +$18.1M +15% 17
BA
4319
Bennicas & Associates
California
$138M +$9.19M +7% 87
NF
4320
Nikulski Financial
Iowa
$138M +$18.2M +15% 95
SP
4321
Solel Partners
Massachusetts
$138M 7
AC
4322
Arjuna Capital
North Carolina
$138M +$20.9M +18% 90
AA
4323
Armor Advisors
New York
$138M 8
BDF
4324
Black Diamond Financial
Maryland
$138M +$2.42M +2% 73
SWMG
4325
Sanchez Wealth Management Group
Florida
$138M +$16.8M +14% 26