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
4751
Valtinson Bruner Financial Planning
Minnesota
$175M +$2.17M +1% 120
AIA
4752
Armor Investment Advisors
North Carolina
$175M +$10.6M +6% 180
MAM
4753
Milestone Asset Management
Pennsylvania
$175M +$6.92M +4% 90
BFS
4754
Burrus Financial Services
Utah
$175M +$2.4M +1% 11
NV
4755
Northpond Ventures
Maryland
$175M -$9.37M -5% 6
CCM
4756
Carmel Capital Management
California
$175M +$12.8M +8% 35
BWG
4757
Beta Wealth Group
California
$175M +$25.8M +17% 115
CSB
4758
City State Bank
Iowa
$175M +$12.3M +8% 701
BAM
4759
BTS Asset Management
Massachusetts
$175M -$53.3M -23% 48
IP
4760
Isomer Partners
New York
$175M +$31.5M +22% 17
BIMC
4761
Benson Investment Management Company
Virginia
$175M +$5.41M +3% 62
FC
4762
Fusion Capital
South Carolina
$175M +$5.11M +3% 81
WAOTB
4763
Wealth Advisors of Tampa Bay
Florida
$175M +$13.3M +8% 77
SP
4764
SCF Partners
Texas
$175M -$123M -41% 3
TW
4765
Towerpoint Wealth
California
$175M +$1.36M +0.8% 90
BKA
4766
Brick & Kyle Associates
Pennsylvania
$175M +$2.71M +2% 57
LD
4767
Lipe & Dalton
New York
$175M +$752K +0.4% 105
ARIS
4768
Advanced Research Investment Solutions
California
$175M +$15.5M +10% 24
LCM
4769
Leisure Capital Management
California
$174M -$19.1M -10% 149
WCP
4770
Wick Capital Partners
Pennsylvania
$174M -$3.74M -2% 74
PM
4771
Phraction Management
Connecticut
$174M +$22M +14% 47
TPWM
4772
Twelve Points Wealth Management
Massachusetts
$174M +$27.3M +19% 171
SN
4773
Sittner & Nelson
Oregon
$174M +$10.7M +7% 498
BG
4774
Benedetti & Gucer
Georgia
$174M +$37.6M +28% 168
ICVCFVA
4775
IDG China Venture Capital Fund V Associates
Hong Kong
$174M +$36M +26% 1