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
4326
Valtinson Bruner Financial Planning
Minnesota
$115M +$18.9M +20% 44
NRCM
4327
Northern Right Capital Management
Connecticut
$115M +$25.8M +29% 23
SMG
4328
Smart Money Group
Texas
$114M +$17.9M +19% 81
SCM
4329
Sterneck Capital Management
Missouri
$114M +$11.6M +11% 87
FMTCOCP
4330
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$114M +$14.4M +14% 324
DIM
4331
Delta Investment Management
California
$114M +$8.53M +8% 67
UMA
4332
USA Mutuals Advisors
Texas
$114M +$9.76M +9% 23
GAM
4333
GVO Asset Management
Switzerland
$114M -$13M -10% 12
MFG
4334
Monte Financial Group
Connecticut
$114M +$19.6M +21% 74
MWC
4335
MBM Wealth Consultants
Missouri
$114M +$11.5M +11% 248
VIM
4336
Vista Investment Management
Pennsylvania
$114M +$16.9M +17% 142
LIM
4337
Loudon Investment Management
New Hampshire
$114M +$8.68M +8% 83
HWA
4338
Hillcrest Wealth Advisors
New Jersey
$114M +$6.29M +6% 43
ARMT
4339
Amica Retiree Medical Trust
Rhode Island
$114M +$8.77M +8% 368
BA
4340
Bennicas & Associates
California
$114M +$5.23M +5% 88
OFG
4341
OmniStar Financial Group
North Carolina
$114M +$15.7M +16% 117
KMWM
4342
Keudell/Morrison Wealth Management
Oregon
$114M 139
BT
4343
Brandywine Trust
Delaware
$114M +$10.5M +10% 38
NSB
4344
Norway Savings Bank
Maine
$114M +$11.6M +11% 253
A
4345
Apoletto
British Virgin Islands
$113M +$38.3M +51% 5
SVG
4346
Sun Valley Gold
Idaho
$113M -$40.2M -26% 15
BHBT
4347
Burke & Herbert Bank & Trust
Virginia
$113M +$11.6M +11% 129
1C
4348
1060 Capital
Colorado
$113M -$71.6M -39% 29
MRI
4349
Mad River Investors
Massachusetts
$113M +$22.4M +25% 29
ADBIC
4350
A.D. Beadell Investment Counsel
Wisconsin
$113M +$11.5M +11% 89