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
GBI
5526
GP Brinson Investments
Illinois
$232M -$13.1M -5% 16
VIPI
5527
Vista Investment Partners II
Indiana
$232M +$17.8M +8% 162
CFS
5528
Compass Financial Services
Iowa
$232M +$5.97M +3% 328
KC
5529
Kinloch Capital
Virginia
$232M +$3.43M +2% 79
RFP
5530
RCS Financial Planning
Maryland
$232M +$6.19M +3% 95
AWM
5531
Altus Wealth Management
Kentucky
$232M +$6.11M +3% 30
MCM
5532
Moerus Capital Management
New York
$232M -$14.1M -6% 16
AFC
5533
AFT Forsyth & Company
Florida
$232M +$23M +11% 132
FDDB
5534
Fidelity D&D Bancorp
Pennsylvania
$232M +$50.2M +28% 113
6F
5535
626 Financial
Michigan
$231M +$4.64M +2% 124
CIA
5536
Citadel Investment Advisory
Ohio
$231M +$13.4M +6% 83
BCFD
5537
Boit C.F. David
$231M +$10.4M +5% 119
KFP
5538
Keener Financial Planning
Texas
$231M +$15.8M +7% 229
CAG
5539
Carroll Advisory Group
Texas
$231M 72
NMG
5540
New Millennium Group
Utah
$231M +$12.3M +6% 546
SFP
5541
Strategic Financial Partners
Oregon
$231M +$12.6M +6% 87
EA
5542
Evolution Advisers
Virginia
$231M +$8.55M +4% 173
GCCM
5543
Gate City Capital Management
Illinois
$231M +$31.7M +16% 17
OC
5544
Optima Capital
Oregon
$231M +$24.7M +12% 1,414
VCM
5545
Viewpoint Capital Management
Washington
$231M +$3.7M +2% 153
USB
5546
Union Savings Bank
Connecticut
$231M 321
GRIM
5547
Greenhaven Road Investment Management
Connecticut
$231M -$11.5M -5% 18
AIA
5548
Alternative Investment Advisors
Florida
$231M +$10.8M +5% 63
HWMT
5549
Heritage Wealth Management (Texas)
Texas
$230M +$3.61M +2% 40
RFM
5550
RPD Fund Management
New York
$230M +$139M +152% 7