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
UFPG
6426
United Financial Planning Group
New York
$169M +$4.34M +3% 660
SNBOSCI
6427
Security National Bank of Sioux City Iowa
Iowa
$169M +$13.4M +9% 107
FVM
6428
Forerunner Ventures Management
California
$169M -$58.2M -26% 1
TCM
6429
Thoma Capital Management
Maryland
$169M -$4.48M -3% 62
DF
6430
Daviman Financial
Indiana
$169M -$1.32M -0.8% 95
GFL
6431
Granite FO LLC
New Hampshire
$169M -$18.4M -10% 175
MHIP
6432
Mountain Hill Investment Partners
New Jersey
$169M +$29.4M +21% 250
WAC
6433
William Allan Corp
Colorado
$169M -$7.29M -4% 62
MG
6434
McHugh Group
Ohio
$169M -$6.81M -4% 86
AFP
6435
Alpha Financial Partners
Kentucky
$169M +$5.11M +3% 105
CIA
6436
Cascade Investment Advisors
Oregon
$169M -$1.13M -0.7% 121
TC
6437
Tacita Capital
Ontario, Canada
$169M -$3.71M -2% 256
MFA
6438
McClarren Financial Advisors
Pennsylvania
$169M +$1.3M +0.8% 82
WSFG
6439
Wall Street Financial Group
Illinois
$169M +$31.6M +23% 667
PP
6440
Pingora Partners
Wyoming
$169M +$5.17M +3% 208
IRM
6441
Income Research & Management
Massachusetts
$169M -$21.8M -11% 32
CRCM
6442
Crystal Rock Capital Management
Illinois
$168M -$20.8M -11% 34
LHA
6443
Little Harbor Advisors
Massachusetts
$168M -$25.4M -13% 8
ONST
6444
Old North State Trust
North Carolina
$168M -$709K -0.4% 156
CW
6445
Code Waechter
Florida
$168M +$12.6M +8% 122
PFA
6446
Presper Financial Architects
Ohio
$168M -$8.59M -5% 60
MAG
6447
Meadowbrook Advisors Group
New Jersey
$168M -$10.1M -6% 141
TT
6448
TI-Trust
Illinois
$168M +$6.26M +4% 133
WFS
6449
Widmann Financial Services
Maryland
$168M +$4.67M +3% 121
AIMA
6450
Ables Iannone Moore & Associates
Georgia
$168M -$14.5M -8% 61