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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
EGA
3476
E&G Advisors
Texas
$366M -$34.8M -9% 3.35% 92.3% 227 11.01%
DBIA
3477
Dumont & Blake Investment Advisors
New Jersey
$366M -$17.5M -5% 3.15% 78.3% 231 16.45%
PFM
3478
Patton Fund Management
Texas
$366M +$36.3M +11% 5.79% 188% 117 48.72%
ECG
3479
EPIQ Capital Group
California
$366M -$197M -35% 23.5% 6.25% 59 16.95%
HCA
3480
Harbour Capital Advisors
Virginia
$366M -$41.1M -10% 5.36% 161% 255 20.39%
NQWM
3481
Northwest Quadrant Wealth Management
Oregon
$365M -$7.47M -2% 3.73% 45.6% 70 12.86%
NAMM
3482
NorthStar Asset Management (Massachusetts)
Massachusetts
$365M -$33M -8% 8.81% 66.3% 83 8.43%
XWM
3483
Xcel Wealth Management
Florida
$365M -$24.3M -6% 5.97% 93.7% 150 14%
MC
3484
Miramar Capital
Illinois
$365M +$69.7M +24% 0.31% 47.3% 104 44.23%
CIC
3485
Canal Insurance Company
South Carolina
$364M +$22.6M +7% 9.48% 103% 90 13.33%
GJCM
3486
Grand Jean Capital Management
California
$364M -$38.1M -9% 4.49% 61.4% 54 12.96%
PRC
3487
Pearl River Capital
Michigan
$364M -$6.06M -2% 2.23% 20.3% 606 71.78%
CSPIA
3488
Cary Street Partners Investment Advisory
Virginia
$364M +$3.4M +0.9% 3.8% 84.1% 299 22.74%
PFP
3489
Patriot Financial Partners
Pennsylvania
$364M -$49.2M -12% 1.99% 16.6% 14 21.43%
FC
3490
Franchise Capital
Cayman Islands
$364M -$227M -38% 30.5% 537% 24 41.67%
JWM
3491
Janiczek Wealth Management
Colorado
$362M +$27.9M +8% 3.46% 16.4% 1,119 11.71%
KFP
3492
KB Financial Partners
New Jersey
$362M +$13.8M +4% 4.47% 692 15.17%
RIS
3493
Retirement Income Solutions
Michigan
$362M -$12.1M -3% 4.49% 60.8% 123 16.26%
FIM
3494
Fruth Investment Management
Texas
$362M -$3.02M -0.8% 2.54% 71% 244 7.38%
SDAM
3495
Shulman DeMeo Asset Management
New York
$361M -$22.7M -6% 4.25% 70.1% 153 10.46%
MCM
3496
Moerus Capital Management
New York
$361M +$131M +57% 31.3% 220% 13 0%
JAMH
3497
Junson Asset Management (HK)
Hong Kong
$361M -$44.1M -11% 10.5% 52 46.15%
FM
3498
Family Management
New York
$361M -$24.1M -6% 4.91% 69% 196 22.45%
GG
3499
GenWealth Group
New Jersey
$361M -$8.87M -2% 6.09% 67.8% 77 19.48%
HI
3500
Hudock Inc
Pennsylvania
$360M +$5.05M +1% 3.77% 64.4% 841 8.56%