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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
BJCM
3601
Blue Jay Capital Management
California
$147M -$56.7M -28% 11.7% 30 63.33%
FPS
3602
Fieldpoint Private Securities
Connecticut
$147M +$18M +14% 3.01% 47.2% 357 63.87%
HWP
3603
Hefty Wealth Partners
Indiana
$146M +$8.95M +7% 1.58% 264 14.02%
WA
3604
WESPAC Advisors
California
$146M +$59.6M +69% 3.04% 112% 144 34.03%
RWA
3605
RGT Wealth Advisors
Texas
$146M -$1.18M -0.8% 2.26% 9.35% 117 35.9%
FCAG
3606
First Capital Advisors Group
New Jersey
$146M +$12.2M +9% 2.28% 149 18.79%
LFG
3607
LifePlan Financial Group
Ohio
$146M +$1.94M +1% 1.98% 20.2% 111 5.41%
SC
3608
Searle & Co
Connecticut
$146M +$3.1M +2% 2.6% 93.8% 138 13.04%
MSFP
3609
Mark Sheptoff Financial Planning
Connecticut
$146M +$5.36M +4% 3.98% 92.4% 391 8.18%
HBWM
3610
Hollow Brook Wealth Management
New York
$146M +$17.1M +13% 3.39% 92.8% 49 22.45%
FM
3611
Family Management
New York
$145M +$155K +0.1% 0.29% 69% 80 25%
TCCM
3612
Timber Creek Capital Management
Massachusetts
$145M +$12.2M +9% 1.87% 139% 149 10.07%
MS
3613
Maven Securities
Jersey
$145M -$8.5M -6% 6.45% 135% 63 76.19%
IAMOG
3614
Investors Asset Management of Georgia
Georgia
$145M +$1.17M +0.8% 1.99% 113% 147 3.4%
RA
3615
RFG Advisory
Alabama
$145M +$12.9M +10% 1.17% 52.3% 144 14.58%
TWM
3616
Torch Wealth Management
Ohio
$145M -$5.09M -3% 1.91% 48.8% 99 9.09%
FA
3617
FC Advisory
Pennsylvania
$145M +$3.17M +2% 2.13% 42.9% 43 13.95%
BWA
3618
Burt Wealth Advisors
Maryland
$145M +$5.91M +4% 2.9% 57.3% 452 20.35%
HCIA
3619
Hochman Cole Investment Advisors
Illinois
$145M +$6.9M +5% 2.61% 42.7% 94 12.77%
DCCA
3620
D.C. Capital Advisors
New York
$145M +$1.31M +0.9% 3.13% 59.9% 26 26.92%
KOCAA
3621
Knights of Columbus Asset Advisors
Connecticut
$144M +$2.93M +2% 2.44% 137% 97 15.46%
BSWM
3622
Boston Standard Wealth Management
Massachusetts
$144M +$13.4M +10% 2.19% 42.9% 21 0%
MCAI
3623
Meritech Capital Associates III
California
$144M +$57.2M +66% 8.62% 135% 4 25%
NR
3624
Newfound Research
Massachusetts
$143M +$15M +12% 1.93% 54.6% 232 6.03%
JAM
3625
Jolley Asset Management
North Carolina
$143M +$3.54M +3% 1.03% 3.47% 171 14.62%