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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
RCG
3526
Ruggie Capital Group
Florida
$148M +$13.7M +10% 2.57% 22% 329 27.66%
BCM
3527
Boltwood Capital Management
California
$148M +$4.87M +3% 1.68% 56.3% 118 5.93%
AIM
3528
Act II Management
New York
$148M +$10.2M +7% 5.88% 43.6% 23 21.74%
KC
3529
Kingfisher Capital
North Carolina
$148M +$9.07M +7% 2.55% 58.5% 115 7.83%
WCG
3530
Wall Capital Group
Arizona
$148M +$21.3M +17% 2.51% 51 21.57%
CSA
3531
Cottage Street Advisors
Massachusetts
$148M +$7.21M +5% 2.85% 91.4% 88 9.09%
FUBT
3532
First United Bank & Trust
Maryland
$148M +$4.88M +3% 2.38% 69.2% 113 7.08%
SCM
3533
Sitrin Capital Management
California
$148M +$8.44M +6% 5.59% 97% 39 12.82%
LPIC
3534
LeJeune Puetz Investment Counsel
Michigan
$147M +$8.28M +6% 3% 64.1% 147 4.08%
PIA
3535
Phoenix Investment Adviser
New York
$147M +$15.1M +11% 0.85% 25% 68 38.24%
CHJWM
3536
Carlton Hofferkamp & Jenks Wealth Management
Texas
$147M +$3.86M +3% 1.2% 58.2% 89 8.99%
HCA
3537
Horan Capital Advisors
Ohio
$147M +$6.69M +5% 2.45% 26.6% 79 22.78%
BCP
3538
Berkeley Capital Partners
Georgia
$147M -$309K -0.2% 1.78% 49.3% 127 21.26%
MFT
3539
Moisand Fitzgerald Tamayo
Florida
$147M +$4.97M +4% 2.37% 48.1% 63 3.17%
DSN
3540
D. Scott Neal
Kentucky
$147M -$8.41M -5% 2.03% 105% 194 16.49%
BJCM
3541
Blue Jay Capital Management
California
$147M -$56.7M -28% 11.7% 30 63.33%
FPS
3542
Fieldpoint Private Securities
Connecticut
$147M +$18M +14% 3.01% 47.2% 357 63.87%
HWP
3543
Hefty Wealth Partners
Indiana
$146M +$8.95M +7% 1.58% 264 14.02%
WA
3544
WESPAC Advisors
California
$146M +$59.6M +69% 3.04% 84.5% 144 34.03%
RWA
3545
RGT Wealth Advisors
Texas
$146M -$1.18M -0.8% 2.26% 9.35% 117 35.9%
FCAG
3546
First Capital Advisors Group
New Jersey
$146M +$12.2M +9% 2.28% 149 18.79%
LFG
3547
LifePlan Financial Group
Ohio
$146M +$1.94M +1% 1.98% 20.2% 111 5.41%
SC
3548
Searle & Co
Connecticut
$146M +$3.1M +2% 2.6% 66.5% 138 13.04%
MSFP
3549
Mark Sheptoff Financial Planning
Connecticut
$146M +$5.36M +4% 3.98% 85.8% 391 8.18%
HBWM
3550
Hollow Brook Wealth Management
New York
$146M +$17.1M +13% 3.39% 104% 49 22.45%