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
VBCG
6151
Valley Brook Capital Group
Pennsylvania
$101M -$7.15M -7% 107
OCM
6152
Orser Capital Management
Texas
$101M +$894K +0.9% 55
SVG
6153
Sun Valley Gold
Idaho
$101M -$55.4M -35% 11
EFP
6154
Envision Financial Planning
Tennessee
$101M 24
SA
6155
SRN Advisors
Pennsylvania
$101M -$11.5M -10% 86
PCM
6156
Perkins Capital Management
Minnesota
$101M -$13.9M -12% 102
MFA
6157
Morling Financial Advisors
California
$101M -$3.14M -3% 75
KGC
6158
Kennon-Green & Company
Ohio
$101M -$6.74M -6% 45
CNWM
6159
Clay Northam Wealth Management
California
$101M -$4.38M -4% 81
KWM
6160
Kolinsky Wealth Management
New Jersey
$101M -$4.68M -4% 144
AA
6161
Armor Advisors
New York
$101M -$1.98M -2% 16
MWM
6162
MY Wealth Management
Maryland
$101M -$8.98M -8% 29
4WM
6163
4J Wealth Management
Virginia
$100M -$2.6M -3% 88
WFS
6164
Widmann Financial Services
Maryland
$100M -$4.17M -4% 88
ACL
6165
Applied Capital LLC
Florida
$100M -$5.16M -5% 78
CMS
6166
Capital Market Strategies
Florida
$100M -$7.77M -7% 150
OC
6167
Oppenheimer & Close
New York
$100M +$3.94M +4% 56
CFAM
6168
Center For Asset Management
Florida
$100M -$5.71M -5% 106
CCM
6169
Clearfield Capital Management
New York
$100M -$10.8M -10% 10
FWMM
6170
Foundation Wealth Management (Missouri)
Missouri
$100M -$2.44M -2% 40
SMWM
6171
Silvia McColl Wealth Management
California
$100M -$7.75M -7% 108
RRCP
6172
Rip Road Capital Partners
Massachusetts
$99.9M +$16.2M +19% 15
BFP
6173
Brewster Financial Planning
New York
$99.9M -$3.64M -4% 15
F4L
6174
Fortune 45 LLC
Louisiana
$99.9M +$1.76M +2% 32
OFA
6175
Oaktree Fund Advisors
California
$99.7M -$18.3M -15% 53