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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
HFA
3326
Hoover Financial Advisors
Pennsylvania
$181M -$24.1M -12% 20.1% 96 18.75%
DCM
3327
DeGreen Capital Management
Arizona
$181M -$22.4M -11% 16.2% 28.5% 24 29.17%
NME
3328
Notis-McConarty Edward
$181M -$44.4M -20% 15.5% 65.2% 101 13.86%
AA
3329
AlphaMark Advisors
Kentucky
$181M -$58.4M -24% 16.5% 26.4% 668 28.89%
FPM
3330
Francisco Partners Management
California
$181M -$23M -11% 11.2% 30% 2 0%
WAS
3331
WESPAC Advisors SoCal
California
$180M -$30.1M -14% 11.6% 127% 98 35.71%
CWM
3332
Concentric Wealth Management
California
$180M -$52.9M -23% 20.2% 33.4% 128 10.16%
C
3333
Certuity
Florida
$180M -$28.8M -14% 18.3% 190% 238 45.38%
DPI
3334
Diversified Portfolios Inc
Michigan
$180M -$30.8M -15% 14% 33% 68 26.47%
SP
3335
Summit Partners
Massachusetts
$180M -$28.1M -13% 12.8% 2.13% 6 16.67%
SACTSONJ
3336
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$180M -$61.5M -25% 17% 147% 228 9.65%
CBFP
3337
Cedar Brook Financial Partners
Ohio
$180M -$55.2M -23% 16.6% 47% 311 25.72%
ECM
3338
Elgethun Capital Management
South Dakota
$180M -$25.4M -12% 25.9% 61.5% 101 6.93%
BBPWM
3339
Blue Bell Private Wealth Management
Pennsylvania
$180M -$68.3M -28% 23.1% 53.3% 217 21.2%
CP
3340
Camelot Portfolios
Ohio
$180M -$58.2M -24% 21.6% 41.3% 265 32.08%
RCP
3341
Rothschild Capital Partners
New York
$180M -$39.8M -18% 10.6% 81.8% 43 37.21%
LKIM
3342
Lawson Kroeker Investment Management
Nebraska
$180M -$90.8M -34% 24.4% 64.5% 64 7.81%
PIM
3343
Progressive Investment Management
Oregon
$180M -$25.2M -12% 11.3% 86.3% 37 8.11%
RPWA
3344
Regent Peak Wealth Advisors
Georgia
$180M -$39.5M -18% 14.9% 131 20.61%
ME
3345
McIlrath & Eck
Washington
$180M -$29M -14% 13.5% 44% 727 14.03%
PA
3346
Perennial Advisors
New York
$180M -$28.7M -14% 15.3% 93 22.58%
KJHP
3347
K.J. Harrison & Partners
Ontario, Canada
$179M -$219M -55% 14.9% 122% 213 47.42%
FPB
3348
First PREMIER Bank
South Dakota
$179M -$34.4M -16% 17.4% 54.4% 350 12.86%
CWM
3349
Confluence Wealth Management
Oregon
$179M -$36.7M -17% 16.9% 31.9% 122 21.31%
SCP
3350
Searchlight Capital Partners
New York
$179M -$97.9M -35% 44.5% 70.4% 7 28.57%