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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
AEPG
2801
American Economic Planning Group
New Jersey
$254M +$5.24M +2% 2.44% 25.9% 81 12.35%
EPCA
2802
Elizabeth Park Capital Advisors
Ohio
$254M +$12.5M +5% 2.13% 119% 52 26.92%
NFC
2803
Northeast Financial Consultants
Connecticut
$254M +$14.3M +6% 2.18% 63.8% 152 8.55%
WPC
2804
White Pine Capital
Minnesota
$254M +$7.56M +3% 3.75% 143% 227 9.69%
IFS
2805
Ifrah Financial Services
Arkansas
$253M +$4.09M +2% 2.22% 61.7% 204 18.63%
IA
2806
IPL Advisers
New York
$253M +$20.9M +9% 13.6% 20 35%
BMM
2807
Buffington Mohr McNeal
Idaho
$253M +$25.8M +11% 3.54% 29.3% 139 25.18%
LA
2808
Lynch & Associates
Indiana
$253M +$7.93M +3% 1.54% 62.9% 103 2.91%
ACS
2809
Archford Capital Strategies
Illinois
$253M -$12.1M -5% 2.55% 76.2% 755 75.36%
GIA
2810
Gargoyle Investment Advisor
New Jersey
$253M -$6.14M -2% 1.72% 34.5% 206 25.24%
SCM
2811
Springhouse Capital Management
Connecticut
$253M +$15.7M +7% 0.44% 52% 22 31.82%
HRCM
2812
Hawk Ridge Capital Management
California
$253M +$30.4M +14% 7.04% 84.9% 66 56.06%
SFWA
2813
Summit Financial Wealth Advisors
Louisiana
$253M +$23.9M +10% 2.14% 61.5% 152 12.5%
HA
2814
Harbor Advisors
Florida
$253M +$17.9M +8% 5.44% 125% 149 10.74%
CRB
2815
Chad R. Baker
$253M +$6.68M +3% 3.38% 108% 59 0%
AIS
2816
American Investment Services
Massachusetts
$252M +$6.32M +3% 0.59% 63.1% 115 11.3%
CMG
2817
Cavalry Management Group
California
$252M +$6.91M +3% 5.79% 59.6% 33 45.45%
VHAM
2818
Van Hulzen Asset Management
California
$252M +$33.7M +15% 1.95% 86.3% 155 28.39%
GBBWRPM
2819
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$252M +$5.67M +2% 2.48% 28% 448 11.83%
TIA
2820
Tandem Investment Advisors
South Carolina
$252M +$26M +12% 1.94% 10.4% 60 11.67%
PVI
2821
Pura Vida Investments
New York
$252M -$86.3M -26% 11.7% 38.3% 113 70.8%
WWM
2822
Willingdon Wealth Management
North Carolina
$252M +$4.58M +2% 1.94% 15.3% 130 20%
KWMG
2823
King Wealth Management Group
Florida
$252M +$12.6M +5% 3.03% 86% 129 5.43%
NCM
2824
Newfoundland Capital Management
Brazil
$251M +$82M +48% 0.84% 49.5% 36 58.33%
IA
2825
Independence Advisors
Pennsylvania
$251M +$12.8M +5% 3.14% 24.4% 79 7.59%