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
MIM
4501
Montgomery Investment Management
Maryland
$253M -$9.31M -4% 91
FWM
4502
Fonville Wealth Management
Virginia
$252M +$26.6M +12% 99
TBWA
4503
Three Bridge Wealth Advisors
California
$252M -$1.43M -0.6% 96
LPP
4504
Long Path Partners
Connecticut
$252M +$62.3M +33% 10
KWM
4505
KFG Wealth Management
Indiana
$252M +$8.8M +4% 162
VBFP
4506
Valtinson Bruner Financial Planning
Minnesota
$252M +$17.4M +7% 129
SA
4507
Strategic Advocates
Utah
$252M -$7.65M -3% 140
HIS
4508
Harvest Investment Services
Illinois
$252M +$3.13M +1% 214
MCM
4509
Millstreet Capital Management
Massachusetts
$252M -$7.52M -3% 4
AA
4510
Argent Advisors
Louisiana
$252M -$1.1M -0.4% 140
SC
4511
Sawyer & Company
Massachusetts
$252M +$1.35M +0.5% 187
OFCM
4512
One Fin Capital Management
California
$252M -$41.4M -14% 34
MC
4513
Magnitude Capital
New York
$251M +$41.1M +20% 1
OIC
4514
Orion Investment Company
Missouri
$251M 64
TC
4515
Truvestments Capital
Florida
$251M -$8.86M -3% 732
EGP
4516
Entrust Global Partners
New York
$251M +$36.8M +17% 8
VAM
4517
Vert Asset Management
California
$251M +$13.1M +6% 46
DP
4518
Divergent Planning
Maryland
$251M +$14.2M +6% 29
BWM
4519
Buska Wealth Management
Wisconsin
$251M +$22.8M +10% 58
SAMT
4520
Select Asset Management & Trust
Pennsylvania
$251M +$10.2M +4% 68
LVIA
4521
Lind Value II ApS
Denmark
$251M +$106M +73% 4
DP
4522
Denver PWM
Colorado
$251M -$8.07M -3% 274
DMKJ
4523
David M. Knott Jr
$251M -$32.1M -11% 112
RGREA
4524
Ranger Global Real Estate Advisors
Colorado
$251M -$250M -50% 33
OWMIAS
4525
One Wealth Management Investment & Advisory Services
Florida
$250M +$6.41M +3% 149