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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
SB
3026
Strategic Blueprint
Georgia
$284M +$112M +66% 19.3% 76.6% 185 40.54%
PWMG
3027
Prestige Wealth Management Group
New Jersey
$284M +$46.5M +20% 11.7% 55.8% 1,007 14.3%
GC
3028
Gibson Capital
Pennsylvania
$284M +$50.1M +21% 18% 60.4% 34 11.76%
RFM
3029
Royal Fund Management
Florida
$284M +$38.2M +16% 18.9% 92.4% 654 77.68%
FC
3030
Ferris Capital
Massachusetts
$283M +$56.4M +25% 24.3% 67% 169 18.93%
WAG
3031
Winthrop Advisory Group
Massachusetts
$283M +$33.1M +13% 19.4% 70.4% 97 13.4%
HI
3032
Human Investing
Oregon
$283M +$52.3M +23% 16.6% 52% 372 30.11%
WMG
3033
WESCAP Management Group
California
$283M +$43.6M +18% 14.5% 45.7% 92 13.04%
PS
3034
Portfolio Strategies
New York
$283M +$109M +63% 38.4% 120% 48 29.17%
WIP
3035
Wellesley Investment Partners
Massachusetts
$283M +$31.2M +12% 11.4% 22.7% 110 13.64%
IDA
3036
Intelligence Driven Advisers
California
$283M +$66.9M +31% 14.7% 58.5% 90 12.22%
EEP
3037
Edgehill Endowment Partners
Connecticut
$283M +$35.3M +14% 7.85% 11.6% 7 14.29%
BIA
3038
Barry Investment Advisors
Massachusetts
$283M +$80.8M +40% 10.2% 57.9% 81 18.52%
HC
3039
Hourglass Capital
Texas
$282M +$46.8M +20% 20.5% 89.6% 124 10.48%
CM
3040
Cornerstone Management
Georgia
$282M +$65.2M +30% 10.7% 40% 48 25%
KTC
3041
Kistler-Tiffany Companies
Pennsylvania
$282M -$453K -0.2% 21.1% 52% 653 20.52%
GGPE
3042
Golden Gate Private Equity
California
$282M +$66.2M +31% 32.5% 8.72% 25 12%
HR
3043
Hardy Reed
Mississippi
$282M +$62.7M +29% 18.8% 69.7% 80 23.75%
NFG
3044
Nations Financial Group
Iowa
$282M +$47.3M +20% 20.4% 105% 285 17.19%
CA
3045
Capital Advantage
California
$282M +$25.5M +10% 15.8% 44.4% 95 10.53%
BCM
3046
Bourgeon Capital Management
Connecticut
$281M +$88.2M +46% 19.9% 117% 282 14.89%
PT
3047
Plimoth Trust
Massachusetts
$281M +$42.7M +18% 16.8% 94% 168 10.71%
IRM
3048
Income Research & Management
Massachusetts
$281M +$80.9M +40% 0.08% 0.7% 24 37.5%
MAM
3049
Morse Asset Management
Connecticut
$281M +$71.3M +34% 34.1% 222% 128 28.91%
KMC
3050
Kirr Marbach & Co
Indiana
$281M +$46.9M +20% 23.3% 135% 65 24.62%