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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
PWPS
3051
Pinnacle Wealth Planning Services
Ohio
$303M -$5.05M -2% 4.9% 82.1% 293 14.33%
DCM
3052
Divisar Capital Management
California
$303M -$43.2M -13% 1.35% 194% 30 10%
CC
3053
Cedar Capital
Illinois
$302M +$41.3M +16% 10.7% 98% 194 24.23%
VR
3054
Viridian RIA
Washington
$302M +$25.2M +9% 8.61% 63.1% 65 12.31%
MFG
3055
MidWestOne Financial Group
Iowa
$301M +$61.9M +26% 6.69% 62.7% 204 34.31%
TPM
3056
Totem Point Management
New York
$301M +$27M +10% 16.5% 577% 19 31.58%
SIM
3057
Strategic Investment Management
Virginia
$301M +$14.5M +5% 6.73% 53.3% 13 15.38%
RIG
3058
Renaissance Investment Group
Massachusetts
$301M +$29.3M +11% 12.8% 99.6% 78 5.13%
GC
3059
Gibson Capital
Pennsylvania
$300M +$16.7M +6% 7.15% 60.4% 35 11.43%
WMG
3060
WESCAP Management Group
California
$300M +$17.1M +6% 6.01% 45.7% 85 5.88%
NFG
3061
NewFocus Financial Group
Washington
$300M +$21.1M +8% 8.67% 55.4% 120 15%
PCS
3062
Personal CFO Solutions
New Jersey
$300M -$37.9M -11% 7.14% 91.4% 361 21.61%
NC
3063
NBW Capital
Massachusetts
$300M +$21.2M +8% 5% 86% 73 5.48%
HIM
3064
HughesLittle Investment Management
$299M +$24.4M +9% 9.53% 106% 14 0%
SDAM
3065
Shulman DeMeo Asset Management
New York
$299M +$40.8M +16% 7.52% 70.1% 131 25.95%
GSWM
3066
Golden State Wealth Management
California
$299M -$90.4M -23% 8.39% 505 63.17%
FWM
3067
Foresight Wealth Management
Utah
$299M +$79.5M +36% 7.18% 19.1% 123 26.02%
RIA
3068
Realta Investment Advisors
Delaware
$299M -$5.38M -2% 11% 126% 388 30.41%
SBWM
3069
Sunflower Bank Wealth Management
Arizona
$299M +$852K +0.3% 8.26% 33.7% 128 15.63%
RCM
3070
Radnor Capital Management
Pennsylvania
$298M +$21.7M +8% 5.93% 86.6% 198 12.63%
GHP
3071
Great Hill Partners
Massachusetts
$298M +$7.07M +2% 40.7% 24% 2 0%
WI
3072
WrapManager Inc
California
$298M +$28.8M +11% 5.68% 64.6% 255 12.16%
MCM
3073
McRae Capital Management
New Jersey
$298M +$31.4M +12% 10.4% 59.2% 96 8.33%
IAS
3074
IMA Advisory Services
Colorado
$298M +$21.7M +8% 7.48% 74.5% 311 24.44%
PT
3075
Plimoth Trust
Massachusetts
$298M +$17M +6% 8.56% 94% 163 2.45%