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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
HIS
3451
Harvest Investment Services
Illinois
$530M +$33M +7% 9.15% 223% 391 34.78%
FFA
3452
Founders Financial Alliance
North Carolina
$530M -$1.07M -0.2% 2.45% 72.5% 742 22.1%
SRC
3453
Sage Rhino Capital
California
$530M +$12.1M +2% 3% 71.6% 339 20.35%
LHC
3454
Lodge Hill Capital
New York
$529M -$30.5M -5% 0.2% 11.7% 27 44.44%
GWAG
3455
Garrett Wealth Advisory Group
Texas
$529M +$16M +3% 1.42% 55.2% 124 8.06%
LI
3456
Lafayette Investments
Maryland
$529M +$6.9M +1% 2.4% 63.2% 162 7.41%
RAM
3457
Rempart Asset Management
Canada
$529M -$11.6M -2% 3.65% 58.8% 35 0%
BCB
3458
Brian C. Broderick
$529M +$2.55M +0.5% 5.44% 64.8% 88 3.41%
LA
3459
Lynch & Associates
Indiana
$529M +$11.1M +2% 3.23% 62.9% 129 5.43%
GF
3460
Goodman Financial
Texas
$528M +$14.3M +3% 2.17% 52.5% 79 24.05%
WVUF
3461
West Virginia University Foundation
West Virginia
$528M +$148M +39% 2.3% 2 0%
RAA
3462
RWC Asset Advisors
Florida
$528M -$83M -14% 17.9% 277% 19 42.11%
AGWCA
3463
Annis Gardner Whiting Capital Advisors
Florida
$528M +$42.8M +9% 3.3% 1,369 25.64%
PFA
3464
Pettinga Financial Advisors
Indiana
$527M +$14.4M +3% 4.15% 71.8% 151 11.26%
CSIA
3465
Conrad Siegel Investment Advisors
Pennsylvania
$527M +$50.9M +11% 2.08% 58.4% 65 21.54%
MFS
3466
McNamara Financial Services
Massachusetts
$527M -$10.8M -2% 1.72% 42.6% 103 9.71%
RCM
3467
Requisite Capital Management
Texas
$527M -$68.6M -12% 0.87% 31.7% 389 74.81%
TCM
3468
TruNorth Capital Management
Michigan
$527M +$21.3M +4% 1.45% 414 72.71%
VWS
3469
Virtus Wealth Solutions
New Jersey
$527M +$7.17M +1% 9.71% 65 43.08%
ATS
3470
Ashton Thomas Securities
New York
$527M -$190M -26% 1.54% 423 34.52%
CFP
3471
Curran Financial Partners
South Carolina
$527M +$21.2M +4% 0.18% 46.1% 139 14.39%
CC
3472
Conversant Capital
New Jersey
$526M -$63.5M -11% 7.8% 178% 15 46.67%
WFA
3473
WestHill Financial Advisors
California
$526M +$16.2M +3% 2.76% 55.9% 83 8.43%
WW
3474
Waterfront Wealth
Kansas
$526M +$38M +8% 3.8% 71.8% 281 7.47%
WPP
3475
Whalerock Point Partners
Rhode Island
$526M +$33.2M +7% 3.95% 92.1% 206 16.5%