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
MPW
7051
Magnolia Private Wealth
Pennsylvania
$143M +$6.72M +5% 128
RWIA
7052
Roger Wittlin Investment Advisory
California
$143M -$36.9M -21% 44
YEPX
7053
Yorktown Energy Partners XI
New York
$143M -$52M -27% 4
FCP
7054
Fosse Capital Partners
United Kingdom
$143M -$21.9M -13% 2
SFP
7055
SwitchPoint Financial Planning
Utah
$143M +$4.71M +3% 63
GCWM
7056
Guided Capital Wealth Management
Texas
$143M +$26.1M +22% 42
SWA
7057
Safir Wealth Advisors
New Hampshire
$143M +$1.05M +0.7% 17
POIA
7058
Pin Oak Investment Advisors
Texas
$143M +$2.54M +2% 530
BU
7059
Brown University
Rhode Island
$143M -$26.5M -16% 10
PSB
7060
Piscataqua Savings Bank
New Hampshire
$142M +$14.4M +11% 412
TF
7061
TME Financial
California
$142M +$8.89M +7% 79
API
7062
Asset Planning Inc
California
$142M +$4.13M +3% 305
GFA
7063
Gladwyn Financial Advisors
Virginia
$142M +$2.98M +2% 87
CC
7064
Commons Capital
Massachusetts
$142M -$6.74M -5% 126
SFG
7065
Synergy Financial Group
California
$142M -$5.98M -4% 119
BAM
7066
Brandywine Asset Management
Pennsylvania
$142M 15
CGF
7067
Constant Guidance Financial
Massachusetts
$142M +$16.9M +14% 60
MCM
7068
Mountain Capital Management
Texas
$142M 1
OCM
7069
Occam Crest Management
Connecticut
$142M -$5.23M -4% 30
HFS
7070
Hopwood Financial Services
Virginia
$142M -$7.58M -5% 310
II
7071
Ibex Investors
Colorado
$142M +$21.2M +18% 16
GT
7072
GreatBanc Trust
Illinois
$142M -$4.15M -3% 77
VIM
7073
Villanova Investment Management
Pennsylvania
$142M -$2.46M -2% 61
VF
7074
Visa Foundation
California
$142M +$2.96M +2% 1
HAM
7075
Hedges Asset Management
Nevada
$142M +$11.2M +9% 112