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
BFA
5026
Buttonwood Financial Advisors
Maryland
$249M +$21.6M +9% 102
HCM
5027
Heathbridge Capital Management
Ontario, Canada
$249M +$2.7M +1% 30
LFP
5028
Lakeshore Financial Planning
Michigan
$249M +$8.72M +4% 79
RA
5029
Ruggaard & Associates
Ohio
$249M +$20.5M +9% 121
SIM
5030
Sims Investment Management
Ohio
$249M +$24.9M +11% 45
JP
5031
JNE Partners
United Kingdom
$249M +$56.7M +30% 8
AGM
5032
Aragon Global Management
Florida
$249M -$11.4M -4% 25
SN
5033
Sittner & Nelson
Oregon
$249M +$14.2M +6% 516
KPP
5034
Kings Path Partners
Texas
$248M +$44M +22% 293
SF
5035
Slagle Financial
Illinois
$248M +$23.1M +10% 125
SC
5036
Slotnik Capital
Texas
$248M +$46.1M +23% 31
PRP
5037
Peak Retirement Planning
Ohio
$248M +$67.4M +37% 125
IB
5038
Iyo Bank
Japan
$247M -$63.1M -20% 51
OPPS
5039
Obsidian Personal Planning Solutions
Maryland
$247M +$23.2M +10% 114
BWM
5040
Biltmore Wealth Management
Arizona
$247M +$9.99M +4% 58
KM
5041
KP Management
Minnesota
$247M -$13.6M -5% 65
SVCM
5042
Saturn V Capital Management
Texas
$247M +$48.6M +25% 26
ZIG
5043
Zullo Investment Group
Pennsylvania
$247M +$13.3M +6% 157
PP
5044
Pacifica Partners
Canada
$246M +$27.3M +12% 554
ICM
5045
Intrepid Capital Management
Florida
$246M +$40.4M +20% 123
MI
5046
Merk Investments
California
$246M +$62.7M +34% 11
HCM
5047
Horrell Capital Management
Arkansas
$246M +$6.76M +3% 191
SFS
5048
Searcy Financial Services
Kansas
$246M +$14.8M +6% 28
HA
5049
Hanover Advisors
South Carolina
$245M +$14.7M +6% 101
QCM
5050
Quadratic Capital Management
Connecticut
$245M -$143M -37% 2