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
SI
5376
SimpliFi Inc
California
$238M +$1.79M +0.8% 43
RTL
5377
Red Tortoise LLC
Georgia
$238M +$5.18M +2% 619
GPC
5378
Gallatin Point Capital
Connecticut
$238M -$55.1M -19% 2
I
5379
InvesTrust
Oklahoma
$238M -$20.6M -8% 94
KFP
5380
Keener Financial Planning
Texas
$238M +$6.52M +3% 60
GGI
5381
GPM Growth Investors
Michigan
$238M -$18.8M -7% 45
AIM
5382
Archer Investment Management
Texas
$238M +$51.8M +28% 143
SJIM
5383
St. Johns Investment Management
Florida
$238M -$2.1M -0.9% 196
CB
5384
CNB Bank
Pennsylvania
$238M -$6.68M -3% 533
VAF
5385
Values Added Financial
District of Columbia
$238M +$789K +0.3% 144
VF
5386
Vawter Financial
Ohio
$238M +$780K +0.3% 128
HWM
5387
Howard Wealth Management
Connecticut
$238M +$8.57M +4% 146
MFA
5388
Millington Financial Advisors
Illinois
$237M +$11.7M +5% 124
EA
5389
Evolution Advisers
Virginia
$237M +$6.32M +3% 176
TS
5390
TradeWell Securities
Indiana
$237M -$19.7M -8% 53
FL
5391
FreeGulliver LLC
Louisiana
$237M +$13.5M +6% 129
OPOWM
5392
One Plus One Wealth Management
Florida
$237M +$20.3M +9% 107
AG
5393
ASO Group
$237M -$18.8M -7% 57
ICMM
5394
Integrated Capital Management (Michigan)
Michigan
$237M +$4.55M +2% 64
FCMI
5395
Foresite Capital Management IV
California
$237M +$7.37M +3% 8
BCM
5396
Birmingham Capital Management
Alabama
$237M +$10.1M +4% 91
PPA
5397
Pilgrim Partners Asia
Singapore
$237M +$29.3M +14% 153
BCA
5398
Bayshore Capital Advisors
Florida
$237M +$36.7M +18% 44
GFP
5399
Guardian Financial Partners
California
$237M -$230K -0.1% 70
CIA
5400
Caerus Investment Advisors
Texas
$237M -$62.7M -21% 379