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
4701
Valtinson Bruner Financial Planning
Minnesota
$173M +$10.9M +7% 122
SWM
4702
Scissortail Wealth Management
Oklahoma
$173M -$19.9M -10% 174
BFS
4703
Burrus Financial Services
Utah
$173M +$10.2M +6% 10
LCM
4704
LRT Capital Management
Texas
$173M +$26M +18% 70
GWM
4705
Gray Wealth Management
Maine
$173M +$15.9M +10% 123
RAG
4706
RIA Advisory Group
Iowa
$173M 96
KIM
4707
Kestrel Investment Management
California
$172M +$14.7M +9% 42
CWA
4708
Clarity Wealth Advisors
California
$172M +$6.43M +4% 65
MRI
4709
Mad River Investors
Massachusetts
$172M +$35.1M +26% 27
BIA
4710
Bigelow Investment Advisors
Maine
$172M +$4.75M +3% 151
PIA
4711
Powell Investment Advisors
Florida
$172M +$19.8M +13% 147
GWSA
4712
Global Wealth Strategies & Associates
Colorado
$172M 368
WWM
4713
WJ Wealth Management
Arizona
$172M +$12.8M +8% 60
NIA
4714
NIA Impact Advisors
California
$172M +$10M +6% 65
CD
4715
Chapin Davis
Maryland
$172M 200
SFS
4716
Searcy Financial Services
Kansas
$172M +$14.2M +9% 20
TC
4717
Tejara Capital
United Kingdom
$172M 95
FC
4718
FACT Capital
New York
$172M 12
BKA
4719
Brick & Kyle Associates
Pennsylvania
$172M +$6.97M +4% 57
GAG
4720
Goodman Advisory Group
Massachusetts
$172M -$11.5M -6% 168
JA
4721
JVL Associates
Michigan
$172M +$6.55M +4% 41
KC
4722
Kinloch Capital
Virginia
$172M +$20.3M +13% 77
FWM
4723
FSA Wealth Management
Massachusetts
$172M +$28.8M +20% 59
WA
4724
Waterford Advisors
New York
$172M 50
CCM
4725
Cribstone Capital Management
Maine
$172M +$9.92M +6% 483