Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
VBFP
4426
Valtinson Bruner Financial Planning
Minnesota
$286M -$557K -0.2% 2.41% 37.1% 148
MCM
4427
Maytus Capital Management
New York
$286M +$1.79M +0.6% 11% 317% 77
TI
4428
TTP Investments
California
$286M -$4.82M -2% 5.89% 124% 37
AI
4429
Auour Investments
Massachusetts
$286M +$6.07M +2% 1.61% – 86
RWI
4430
Red Wave Investments
Pennsylvania
$286M -$934K -0.3% 0.48% 47.8% 114
CFO
4431
Custos Family Office
Texas
$286M +$9.78M +4% 1.68% 43.6% 71
TBWA
4432
Three Bridge Wealth Advisors
California
$286M +$14.5M +5% 4.13% 178% 97
CA
4433
Centerpoint Advisors
Massachusetts
$286M -$2.06M -0.7% 1.62% 62.2% 498
VBFG
4434
Vishria Bird Financial Group
Tennessee
$285M +$21.7M +8% 5.55% 57.1% 83
FP
4435
FFG Partners
Florida
$285M +$22.5M +9% 6.13% – 32
GVCM
4436
Global View Capital Management
Wisconsin
$285M – – 2.24% – 122
PM
4437
Phraction Management
Connecticut
$285M +$2.45M +0.9% 0.57% 62.9% 75
LN
4438
Lightrock Netherlands
Netherlands
$285M – – 3.49% – 38
HC
4439
Hendley & Co
Ohio
$285M -$1.77M -0.6% 1.79% 50.1% 59
BE
4440
Bonness Enterprises
District of Columbia
$285M -$15.8M -5% 4.41% 83% 38
PCM
4441
Pinnbrook Capital Management
New York
$285M -$46M -14% 6.44% 128% 116
PAWA
4442
Palo Alto Wealth Advisors
California
$285M +$43.4M +18% 7.45% – 54
OPTFSNA
4443
Old Point Trust & Financial Services N A
Virginia
$285M +$6.55M +2% 2.65% 53.6% 400
MTIC
4444
Missouri Trust & Investment Company
Missouri
$285M -$1.64M -0.6% 0.99% 67.7% 453
GFM
4445
GCQ Funds Management
Australia
$285M – – 10.7% – 10
KM
4446
KP Management
Minnesota
$285M +$861K +0.3% 5.4% – 66
OFP
4447
OLIO Financial Planning
Virginia
$285M +$47M +20% 2.26% 33.6% 67
BFA
4448
Bill Few Associates
Pennsylvania
$284M +$2.67M +0.9% 1.41% 74.7% 186
CWM
4449
Concentrum Wealth Management
California
$284M +$27.3M +11% 5.4% 208% 85
FMB
4450
Field & Main Bank
Kentucky
$284M +$3.64M +1% 2.68% 94.5% 258
176 177
178
179 180