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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 Avg Holding
Period (Yrs)
D. Scott Neal
3601
D. Scott Neal
Kentucky
$147M -$8.41M -5% 2.03% 105% 194 16.49% 1.3
BJCM
3602
Blue Jay Capital Management
California
$147M -$56.7M -28% 11.7% – 30 63.33% 0.3
Fieldpoint Private Securities
3603
Fieldpoint Private Securities
Connecticut
$147M +$18M +14% 3.01% 47.2% 357 63.87% 0.2
Hefty Wealth Partners
3604
Hefty Wealth Partners
Indiana
$146M +$8.95M +7% 1.58% – 264 14.02% 1.1
WESPAC Advisors
3605
WESPAC Advisors
California
$146M +$59.6M +69% 3.04% 112% 144 34.03% 0.7
RGT Wealth Advisors
3606
RGT Wealth Advisors
Texas
$146M -$1.18M -0.8% 2.26% 9.35% 117 35.9% 0.5
First Capital Advisors Group
3607
First Capital Advisors Group
New Jersey
$146M +$12.2M +9% 2.28% – 149 18.79% 0.4
LFG
3608
LifePlan Financial Group
Ohio
$146M +$1.94M +1% 1.98% 20.2% 111 5.41% 2.6
Searle & Co
3609
Searle & Co
Connecticut
$146M +$3.1M +2% 2.6% 93.8% 138 13.04% 0.9
Mark Sheptoff Financial Planning
3610
Mark Sheptoff Financial Planning
Connecticut
$146M +$5.36M +4% 3.98% 92.4% 391 8.18% 2.2
Hollow Brook Wealth Management
3611
Hollow Brook Wealth Management
New York
$146M +$17.1M +13% 3.39% 92.8% 49 22.45% 2.2
Family Management
3612
Family Management
New York
$145M +$155K +0.1% 0.29% 69% 80 25% 1.9
Timber Creek Capital Management
3613
Timber Creek Capital Management
Massachusetts
$145M +$12.2M +9% 1.87% 139% 149 10.07% 2.3
Maven Securities
3614
Maven Securities
Jersey
$145M -$8.5M -6% 6.45% 135% 63 76.19% 0.2
Investors Asset Management of Georgia
3615
Investors Asset Management of Georgia
Georgia
$145M +$1.17M +0.8% 1.99% 118% 147 3.4% 2.1
RFG Advisory
3616
RFG Advisory
Alabama
$145M +$12.9M +10% 1.17% 52.3% 144 14.58% 0.9
Torch Wealth Management
3617
Torch Wealth Management
Ohio
$145M -$5.09M -3% 1.91% 48.8% 99 9.09% 2.4
FC Advisory
3618
FC Advisory
Pennsylvania
$145M +$3.17M +2% 2.13% 46.6% 43 13.95% 1.6
Burt Wealth Advisors
3619
Burt Wealth Advisors
Maryland
$145M +$5.91M +4% 2.9% 57.3% 452 20.35% 1.7
HCIA
3620
Hochman Cole Investment Advisors
Illinois
$145M +$6.9M +5% 2.61% 42.7% 94 12.77% 1.2
DCCA
3621
D.C. Capital Advisors
New York
$145M +$1.31M +0.9% 3.13% 59.9% 26 26.92% 1.5
Knights of Columbus Asset Advisors
3622
Knights of Columbus Asset Advisors
Connecticut
$144M +$2.93M +2% 2.44% 137% 97 15.46% 0.2
Boston Standard Wealth Management
3623
Boston Standard Wealth Management
Massachusetts
$144M +$13.4M +10% 2.19% 47.1% 21 0% 2.2
Meritech Capital Associates III
3624
Meritech Capital Associates III
California
$144M +$57.2M +66% 8.62% 135% 4 25% 2.4
Newfound Research
3625
Newfound Research
Massachusetts
$143M +$15M +12% 1.93% 54.6% 232 6.03% 0.9