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
VFS
6601
Valpey Financial Services
New Hampshire
$153M +$8.18M +6% 72
SH
6602
SLT Holdings
Arizona
$153M +$18.6M +14% 154
MWM
6603
Mittelman Wealth Management
Massachusetts
$153M +$34.3M +29% 42
AIFAIM
6604
American Institute for Advanced Investment Management
Arizona
$153M +$11.3M +8% 151
FAM
6605
Fairtree Asset Management
South Africa
$153M +$20M +15% 100
JIM
6606
JCP Investment Management
Texas
$153M -$20.7M -12% 28
DIS
6607
Diversified Investment Strategies
Louisiana
$153M +$4.68M +3% 52
VEA
6608
Virtus ETF Advisers
New York
$153M +$76.8M +101% 493
CPCP
6609
Cedar Point Capital Partners
Iowa
$153M +$10.7M +8% 69
CIM
6610
Caldwell Investment Management
Ontario, Canada
$152M +$36.9M +32% 32
LAM
6611
Lummis Asset Management
Texas
$152M -$596K -0.4% 166
FS
6612
Financially Speaking
Colorado
$152M +$265K +0.2% 184
EWA
6613
EQ Wealth Advisors
Texas
$152M +$5.46M +4% 253
RWS
6614
Retirement Wealth Solutions
Wisconsin
$152M +$15.2M +11% 865
FW
6615
Fidato Wealth
Ohio
$152M +$12.2M +9% 15
WBCM
6616
Wilson & Boucher Capital Management
California
$152M +$8.76M +6% 115
TIAM2
6617
Tru Independence Asset Management 2
Oregon
$152M +$5.98M +4% 96
TLM
6618
Twin Lions Management
Connecticut
$152M -$1.55M -1% 9
TA
6619
TPG Advisors
Illinois
$152M +$13.8M +10% 106
WA
6620
Whipplewood Advisors
Colorado
$152M -$30M -16% 1,211
ALM
6621
Argosy-Lionbridge Management
New York
$152M +$7.38M +5% 15
BAS
6622
Breakthru Advisory Services
Wisconsin
$152M +$87.3M +135% 63
RHAM
6623
Round Hill Asset Management
California
$152M +$3.81M +3% 64
II
6624
Impact Investors
California
$152M +$10.3M +7% 109
PWM
6625
Palacios Wealth Management
Florida
$152M +$30.1M +25% 77