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
SWA
7026
Safir Wealth Advisors
New Hampshire
$143M +$1.05M +0.7% 17
POIA
7027
Pin Oak Investment Advisors
Texas
$143M +$2.54M +2% 530
BU
7028
Brown University
Rhode Island
$143M -$26.5M -16% 10
PSB
7029
Piscataqua Savings Bank
New Hampshire
$142M +$14.4M +11% 412
TF
7030
TME Financial
California
$142M +$8.89M +7% 79
API
7031
Asset Planning Inc
California
$142M +$4.13M +3% 305
GFA
7032
Gladwyn Financial Advisors
Virginia
$142M +$2.98M +2% 87
CC
7033
Commons Capital
Massachusetts
$142M -$6.74M -5% 126
SFG
7034
Synergy Financial Group
California
$142M -$5.98M -4% 119
BAM
7035
Brandywine Asset Management
Pennsylvania
$142M 15
CGF
7036
Constant Guidance Financial
Massachusetts
$142M +$16.9M +14% 60
MCM
7037
Mountain Capital Management
Texas
$142M 1
OCM
7038
Occam Crest Management
Connecticut
$142M -$5.23M -4% 30
HFS
7039
Hopwood Financial Services
Virginia
$142M -$7.58M -5% 310
II
7040
Ibex Investors
Colorado
$142M +$21.2M +18% 16
GT
7041
GreatBanc Trust
Illinois
$142M -$4.15M -3% 77
VIM
7042
Villanova Investment Management
Pennsylvania
$142M -$2.46M -2% 61
VF
7043
Visa Foundation
California
$142M +$2.96M +2% 1
HAM
7044
Hedges Asset Management
Nevada
$142M +$11.2M +9% 112
CA
7045
Cannon Advisors
North Carolina
$142M -$6.82M -5% 87
CWMS
7046
Cannon Wealth Management Services
North Carolina
$142M +$9.57M +7% 86
SRSA
7047
S.R. Schill & Associates
Washington
$142M -$761K -0.5% 26
SFSG
7048
Sound Financial Strategies Group
Mississippi
$142M +$4.64M +3% 123
BTC
7049
Bank & Trust Company
Illinois
$142M +$6.24M +5% 302
MPA
7050
Marvin & Palmer Associates
Delaware
$142M +$7.01M +5% 36