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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
HC
3551
Hendley & Co
Ohio
$212M +$33.6M +19% 17.9% 54.8% 62 16.13%
FFG
3552
Frisch Financial Group
New York
$212M +$39.9M +23% 13.8% 66.6% 112 21.43%
E
3553
EnerVest
Texas
$211M +$71.9M +52% 51.5% 20.5% 1 0%
FEM
3554
Fulcrum Equity Management
Texas
$211M +$71.2M +51% 23.9% 110% 143 69.23%
SDH
3555
Sloy Dahl & Holst
Washington
$211M +$80.1M +61% 63.9% 109% 44 29.55%
VEA
3556
Virtus ETF Advisers
New York
$211M -$31.9M -13% 35.9% 177% 499 29.26%
IIC
3557
Integrated Investment Consultants
Michigan
$211M +$42M +25% 24.9% 70.2% 177 22.6%
RCS
3558
Retirement Capital Strategies
California
$211M +$27.7M +15% 18.7% 59% 55 41.82%
II
3559
Ibex Investors
Colorado
$211M +$111M +112% 41.6% 16.6% 54 68.52%
AIA
3560
Affinity Investment Advisors
California
$210M +$14.2M +7% 24% 189% 161 29.19%
LFG
3561
Larson Financial Group
Missouri
$210M +$50.5M +32% 16.2% 81.2% 796 26.76%
WAS
3562
Winch Advisory Services
Wisconsin
$210M +$9.26M +5% 18% 80.8% 428 16.36%
SRAM
3563
Spouting Rock Asset Management
Pennsylvania
$210M +$65.7M +45% 42.4% 74.7% 158 49.37%
TSS
3564
Thomas Story & Son
Indiana
$210M +$36.4M +21% 25.4% 91.8% 60 11.67%
WAM
3565
Wakefield Asset Management
Colorado
$210M +$23.5M +13% 21.4% 139% 223 62.78%
W
3566
WealthStone
Ohio
$210M +$110M +111% 25.5% 179 84.92%
PH
3567
Pinnacle Holdings
Oklahoma
$210M +$35.2M +20% 23.5% 79.6% 221 14.03%
RRCP
3568
Rip Road Capital Partners
Massachusetts
$210M +$58.1M +38% 59.9% 121% 21 23.81%
CWM
3569
CMH Wealth Management
New Hampshire
$209M +$38.3M +22% 27.3% 76.6% 52 15.38%
SIA
3570
Starfire Investment Advisers
Michigan
$209M +$27.5M +15% 19% 19.2% 162 12.35%
GLCM
3571
Greenlea Lane Capital Management
Connecticut
$209M +$57M +37% 38.6% 99.7% 10 20%
DPI
3572
Diversified Portfolios Inc
Michigan
$209M +$28.7M +16% 15.3% 38.2% 60 11.67%
SP
3573
Summit Partners
Massachusetts
$209M +$28.8M +16% 16.3% 13.7% 5 0%
TSWM
3574
Triangle Securities Wealth Management
North Carolina
$209M +$35.5M +20% 21% 80% 165 11.52%
NO
3575
Ninety One
South Africa
$209M +$4.81M +2% 21.1% 193% 116 29.31%