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
SFP
5001
Strategic Financial Partners
Oregon
$165M -$10.8M -6% 72
CFGF
5002
Compass Financial Group (Florida)
Florida
$165M +$943K +0.6% 31
VEA
5003
Virtus ETF Advisers
New York
$165M -$4.08M -2% 488
GPC
5004
Guardian Point Capital
Virginia
$165M +$22.4M +16% 7
SVBP
5005
Strategic Value Bank Partners
Ohio
$165M +$12M +8% 26
PBC
5006
Pavion Blue Capital
California
$165M -$7.02M -4% 98
EC
5007
EdgeRock Capital
Colorado
$164M -$41.9M -20% 82
W
5008
WorthPointe
California
$164M +$4.39M +3% 71
MAWCM
5009
Mine & Arao Wealth Creation & Management
California
$164M -$6.56M -4% 334
WIP
5010
WealthCare Investment Partners
Rhode Island
$164M -$2.21M -1% 126
DI
5011
Disciplined Investments
Oklahoma
$164M -$22.7M -12% 1,696
LI
5012
Latigo Investments
Florida
$164M +$1.28M +0.8% 19
MM
5013
MQS Management
New York
$164M +$17M +12% 654
AF
5014
Aegis Financial
Virginia
$164M +$20.4M +14% 31
2L
5015
25 LLC
Missouri
$164M -$16.6M -9% 617
DCM
5016
DG Capital Management
New York
$164M -$29M -15% 29
BFA
5017
Bluestem Financial Advisors
Illinois
$164M -$1.45M -0.9% 25
GB
5018
Goepper Burkhardt
South Carolina
$164M -$1.81M -1% 71
GAM
5019
Garrison Asset Management
Arkansas
$164M -$3.09M -2% 108
IIM
5020
Ironwood Investment Management
Massachusetts
$164M -$9.76M -6% 171
AGP
5021
Autumn Glory Partners
Texas
$164M +$27.2M +20% 168
TWA
5022
Tandem Wealth Advisors
Arizona
$164M -$1.65M -1% 61
HNWA
5023
Henrickson Nauta Wealth Advisors
Michigan
$164M +$16.4M +11% 60
CPW
5024
Crestmont Private Wealth
Texas
$163M -$7.11M -4% 51
SSW
5025
Smith Shellnut Wilson
Mississippi
$163M -$13.9M -8% 130