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
VBFG
5026
Vishria Bird Financial Group
Tennessee
$168M +$11.9M +8% 56
GWM
5027
Grand Wealth Management
Michigan
$168M +$1.84M +1% 78
QC
5028
Qalhat Capital
British Virgin Islands
$168M +$12M +8% 9
CWM
5029
Collaborative Wealth Management
Florida
$168M +$9.41M +6% 176
RFP
5030
Root Financial Partners
California
$168M +$27.8M +20% 69
KC
5031
Kinloch Capital
Virginia
$168M -$3.28M -2% 67
HMCP
5032
Hook Mill Capital Partners
New York
$168M +$33.5M +25% 43
RBC
5033
Rye Brook Capital
Connecticut
$168M +$4.1M +3% 32
PIAS
5034
PCA Investment Advisory Services
Ohio
$168M +$26.2M +19% 445
USB
5035
Union Savings Bank
Connecticut
$167M 285
MA
5036
MBA Advisors
Pennsylvania
$167M +$6.69M +4% 126
TCOK
5037
Trust Company of Kansas
Kansas
$167M +$10.7M +7% 47
YEPX
5038
Yorktown Energy Partners XI
New York
$167M +$13M +8% 5
GAM
5039
Garrison Asset Management
Arkansas
$167M +$5.62M +3% 108
GCM
5040
GoodHaven Capital Management
New Jersey
$167M +$11.5M +7% 29
PKC
5041
Palmer Knight Company
Florida
$167M +$9.2M +6% 33
WIP
5042
WealthCare Investment Partners
Rhode Island
$167M +$1.33M +0.8% 135
HHGC
5043
Hunting Hill Global Capital
New York
$167M +$79.7M +92% 107
KGAMU
5044
KPS Global Asset Management (UK)
United Kingdom
$167M +$53.3M +47% 5
LAM
5045
Lifestyle Asset Management
Texas
$167M +$17M +11% 100
MFP
5046
Meridian Financial Partners
Virginia
$166M +$78.3M +89% 91
IWN
5047
Independent Wealth Network
Iowa
$166M +$10.1M +6% 221
AIA
5048
Acute Investment Advisory
Arizona
$166M +$13.7M +9% 15
CF
5049
CNA Financial
Illinois
$166M +$724K +0.4% 22
WA1
5050
Wimmer Associates 1
California
$166M +$9.64M +6% 106