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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
SGH
3476
Sivik Global Healthcare
Connecticut
$232M -$69.4M -23% 13.3% 53.8% 63 58.73%
LFG
3477
LifePlan Financial Group
Ohio
$232M +$12.9M +6% 5.57% 20.2% 612 6.37%
CWM
3478
Concentric Wealth Management
California
$232M +$19.2M +9% 8.56% 33.4% 120 5%
WA
3479
WealthTrust Axiom
Pennsylvania
$232M +$4.96M +2% 6.12% 101% 219 10.96%
SMG
3480
Smart Money Group
Texas
$232M +$63M +37% 5.67% 58.9% 96 22.92%
JSL
3481
JT Stratford LLC
Georgia
$232M +$37.7M +19% 7.97% 81.3% 177 28.81%
GBCP
3482
Glade Brook Capital Partners
Connecticut
$232M +$31.5M +16% 16.3% 2 0%
VAG
3483
VisionPoint Advisory Group
Texas
$232M -$15.2M -6% 5.59% 74.2% 132 24.24%
PFM
3484
Peak Financial Management
Massachusetts
$232M +$18.7M +9% 6.49% 51.8% 61 13.11%
DPI
3485
Diversified Portfolios Inc
Michigan
$231M +$22.2M +11% 6.14% 33% 75 22.67%
GWMIA
3486
Global Wealth Management Investment Advisory
Florida
$231M -$3.02M -1% 7.56% 67.5% 681 34.8%
APSP
3487
Asset Planning Services (Pennsylvania)
Pennsylvania
$231M -$567K -0.2% 6.6% 62.1% 84 9.52%
OCP
3488
Oakcliff Capital Partners
New York
$231M +$42.8M +23% 24.9% 119% 11 9.09%
RP
3489
Rice Partnership
Hawaii
$230M +$35.5M +18% 14.1% 100% 100 23%
NL
3490
NKCFO LLC
Illinois
$230M +$82.4M +56% 3.75% 202% 129 62.02%
CCM
3491
Crossvault Capital Management
Texas
$230M +$14.6M +7% 10.8% 56.4% 73 6.85%
HWM
3492
Holloway Wealth Management
Florida
$230M +$14.4M +7% 5.29% 50.7% 244 0%
BWM
3493
BT Wealth Management
Georgia
$230M +$32.8M +17% 9.08% 34.8% 64 21.88%
FFG
3494
Frisch Financial Group
New York
$230M +$18.1M +9% 6.83% 56% 108 12.96%
DE
3495
Day & Ennis
Georgia
$230M +$27.3M +13% 5.94% 15.2% 103 12.62%
NP
3496
Ninepoint Partners
Ontario, Canada
$230M -$19.7M -8% 9.5% 38.6% 76 43.42%
HIP
3497
Harrell Investment Partners
Texas
$229M +$33M +17% 8.84% 105% 87 19.54%
WAM
3498
Wilsey Asset Management
California
$229M -$12M -5% 9.38% 55% 24 29.17%
SVG
3499
Sun Valley Gold
Idaho
$229M -$193M -46% 11% 160% 14 42.86%
RRC
3500
Relaxing Retirement Coach
Massachusetts
$229M +$87M +61% 5.55% 28.6% 55 21.82%