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
6326
Valley Brook Capital Group
Pennsylvania
$139M +$10.9M +9% 118
BSTWA
6327
Blake Schutter Theil Wealth Advisors
Ohio
$139M 158
KAM
6328
Kopion Asset Management
Texas
$139M -$2.01M -1% 19
MA
6329
Marquette Associates
Illinois
$139M +$6.16M +5% 38
MGW
6330
MB Generational Wealth
Washington
$139M +$9.85M +8% 61
LIA
6331
Lynx Investment Advisory
District of Columbia
$139M +$3.88M +3% 815
BCG
6332
BayBridge Capital Group
California
$139M +$11M +9% 102
SRA
6333
Secured Retirement Advisors
Minnesota
$139M +$10.5M +8% 136
CP
6334
Clayton Partners
California
$139M +$14.5M +12% 40
FFP
6335
Forbes Financial Planning
Rhode Island
$139M +$11.5M +9% 31
1IA
6336
1620 Investment Advisors
Massachusetts
$139M +$8.17M +6% 728
CBCM
6337
Cook & Bynum Capital Management
Alabama
$139M +$7.24M +6% 5
VVA
6338
Vida Ventures Advisors
Massachusetts
$139M +$47.2M +52% 6
AI
6339
Arrien Investments
Idaho
$139M +$10.6M +8% 39
DAM
6340
Draper Asset Management
New York
$138M +$6.69M +5% 21
ACM
6341
Alethea Capital Management
Washington
$138M +$6.67M +5% 50
MCM
6342
Moon Capital Management
New York
$138M +$20.1M +17% 21
DWMS
6343
Dominguez Wealth Management Solutions
Virginia
$138M +$5.34M +4% 62
SWMP
6344
Signature Wealth Management Partners
New Jersey
$138M +$6.57M +5% 107
FWM
6345
FMA Wealth Management
Massachusetts
$138M +$14.2M +11% 50
PWA
6346
Primoris Wealth Advisors
Florida
$138M +$12.5M +10% 108
VAG
6347
Vannoy Advisory Group
Texas
$138M +$8.45M +7% 27
SI
6348
SCP Investment
California
$137M -$19.6M -12% 60
CSTB
6349
Charles Schwab Trust Bank
Nevada
$137M -$1.42M -1% 1
ACM
6350
Ategra Capital Management
Virginia
$137M +$20.8M +18% 24