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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
NFC
2676
Northeast Financial Consultants
Connecticut
$273M +$19.3M +8% 4.85% 63.8% 154 10.39%
FSCM
2677
Front Street Capital Management
Montana
$273M +$13.1M +5% 8.33% 259% 64 12.5%
GIA
2678
Gargoyle Investment Advisor
New Jersey
$272M +$19.4M +8% 3.98% 34.5% 212 33.96%
OIA
2679
OneDigital Investment Advisors
Kansas
$272M -$63.1M -19% 4.15% 46.5% 1,326 28.51%
HT
2680
Heritage Trust
Oklahoma
$272M +$12.5M +5% 4.31% 396 20.45%
HAM
2681
Harber Asset Management
North Carolina
$272M +$28.5M +12% 7.22% 30% 48 22.92%
PAM
2682
PineView Asset Management
Connecticut
$272M -$55.7M -17% 7.85% 20 20%
SWK
2683
Stephen W. Kidder
$271M +$7.44M +3% 4.44% 62.5% 96 9.38%
BIA
2684
Barry Investment Advisors
Massachusetts
$271M +$5.94M +2% 4.1% 57.9% 74 14.86%
CCM
2685
Castine Capital Management
Massachusetts
$271M +$48.6M +22% 5.08% 13.9% 36 16.67%
PH
2686
Pinnacle Holdings
Oklahoma
$271M +$13.5M +5% 2.44% 65.3% 226 12.39%
FA
2687
FCG Advisors
New Jersey
$270M -$28.6M -10% 4.5% 19.7% 149 20.81%
IWA
2688
IBEX Wealth Advisors
New Jersey
$270M +$15.8M +6% 6.41% 151 19.21%
CIM
2689
Castleton Investment Management
Connecticut
$270M -$17.4M -6% 1.54% 15.1% 78 48.72%
DOA
2690
D'Orazio & Associates
Virginia
$270M +$12.4M +5% 4.91% 51.7% 356 24.72%
PWW
2691
Pettyjohn Wood & White
Virginia
$270M -$65K -0% 3.41% 62.7% 142 2.11%
AC
2692
Abbrea Capital
California
$269M +$18.2M +7% 3.79% 38% 153 7.19%
KWMG
2693
King Wealth Management Group
Florida
$269M +$17.2M +7% 4.25% 75.4% 131 6.87%
LI
2694
Lafayette Investments
Maryland
$269M -$862K -0.3% 2.71% 63.2% 77 10.39%
PA
2695
Probity Advisors
Texas
$269M +$3.88M +1% 3.96% 41.2% 145 6.9%
SC
2696
Stratford Consulting
Texas
$269M +$33M +14% 3.63% 8.23% 55 16.36%
GIIO
2697
Gen IV Investment Opportunities
New York
$269M -$14.8M -5% 1.86% 17 23.53%
JCM
2698
Jafra Capital Management
New York
$269M -$1.45M -0.5% 13.7% 103 60.19%
SPIA
2699
Strategic Point Investment Advisors
Rhode Island
$268M +$11.9M +5% 4.09% 51.9% 19 0%
JCG
2700
JHL Capital Group
Illinois
$268M -$234M -47% 1.67% 17 47.06%