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
LFA
5901
Lauterbach Financial Advisors
Texas
$204M +$5.57M +3% 87
PAW
5902
Plan A Wealth
Nebraska
$204M +$7.9M +4% 191
CI
5903
Canerector Inc
Ontario, Canada
$204M +$8.35M +4% 10
HCA
5904
Hyperion Capital Advisors
New York
$204M +$17.3M +9% 70
LWM
5905
Latko Wealth Management
Illinois
$204M +$7.04M +4% 34
GSP
5906
Grafton Street Partners
Florida
$204M +$18.6M +10% 12
MCM
5907
McDonough Capital Management
Florida
$204M +$5.38M +3% 53
MSWM
5908
Mader & Shannon Wealth Management
Missouri
$204M $0 0% 23
PSAMP
5909
P. Schoenfeld Asset Management (PSAM)
New York
$204M -$149M -42% 46
BWM
5910
Birchcreek Wealth Management
Ohio
$204M +$10.1M +5% 122
TOTUOP
5911
Trustees of The University of Pennsylvania
Pennsylvania
$204M 3
CPI
5912
Crestview Partners III
New York
$204M -$149M -42% 3
MDP
5913
Millbank Dartmoor Portsmouth
North Carolina
$203M 1
WMRU
5914
William Marsh Rice University
Texas
$203M +$57.5M +39% 2
BMA
5915
Brooks Moore & Associates
Tennessee
$203M +$6.18M +3% 111
BA
5916
Baugh & Associates
Georgia
$203M +$2.18M +1% 42
BFA
5917
Brendel Financial Advisors
New Hampshire
$203M +$8.6M +4% 118
ORP
5918
Orion Resource Partners
New York
$203M -$71.9M -26% 31
KHC
5919
Koesten Hirschmann & Crabtree
Kansas
$203M -$6.25M -3% 263
LI
5920
Latigo Investments
Florida
$203M +$4.81M +2% 14
CIC
5921
Cornercap Investment Counsel
Georgia
$203M +$2.14M +1% 156
VFG
5922
V2 Financial group
Illinois
$203M +$22.5M +12% 100
SNBOSD
5923
Security National Bank of So Dak
Iowa
$203M +$4.06M +2% 115
ACM
5924
Ararat Capital Management
Connecticut
$203M +$16.5M +9% 23
WAM
5925
Werlinich Asset Management
Connecticut
$203M +$1.67M +0.8% 66