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
OPTFSNA
4626
Old Point Trust & Financial Services N A
Virginia
$287M +$1.64M +0.6% 361
HC
4627
Hendley & Co
Ohio
$286M +$372K +0.1% 54
CTEF
4628
Capital Today Evergreen Fund
Cayman Islands
$286M -$42.3M -13% 3
BCH
4629
Berkshire Capital Holdings
California
$286M +$76.7M +37% 102
SA
4630
Sicart Associates
New York
$286M -$3.33M -1% 78
HC
4631
Headwater Capital
China
$286M +$65.6M +30% 17
VWM
4632
VCI Wealth Management
Missouri
$286M +$47.3M +20% 104
FFA
4633
Fairfield Financial Advisors
Massachusetts
$285M +$20.1M +8% 75
RWM
4634
Reston Wealth Management
Virginia
$285M +$38M +15% 58
CCP
4635
Carmel Capital Partners
California
$285M +$30.9M +12% 171
BIP
4636
Blue Investment Partners
California
$285M +$19.5M +7% 58
GRIM
4637
Greenhaven Road Investment Management
Connecticut
$285M +$41.6M +17% 19
NG
4638
NWK Group
California
$285M +$66.1M +30% 72
DFA
4639
Delta Financial Advisors
Louisiana
$284M +$18.1M +7% 113
PHWM
4640
Pine Harbor Wealth Management
Maryland
$284M +$34.4M +14% 109
LC
4641
LCNB Corp
Ohio
$284M +$12.6M +5% 190
HCM
4642
Harspring Capital Management
New York
$284M +$22.7M +9% 18
HS
4643
Horan Securities
United States
$284M +$19.9M +8% 155
LAM
4644
Lountzis Asset Management
Pennsylvania
$284M +$19.4M +7% 53
RFS
4645
Retirement Financial Solutions
Tennessee
$284M +$27.2M +11% 39
QFA
4646
Quattro Financial Advisors
Texas
$284M -$7.91M -3% 90
LBWM
4647
Left Brain Wealth Management
Illinois
$284M +$54.7M +24% 115
TWD
4648
True Wealth Design
Ohio
$284M +$21.2M +8% 2,879
CPW
4649
Cove Private Wealth
New York
$284M +$93.5M +49% 158
CWM
4650
Core Wealth Management
Florida
$284M +$23M +9% 32