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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
FIM
3701
Fernwood Investment Management
Massachusetts
$155M -$34M -18% 13.6% 83.4% 174 21.26%
SWA
3702
Sutton Wealth Advisors
Florida
$155M +$2.45M +2% 13.1% 40.9% 1,214 14.25%
MCM
3703
McMillion Capital Management
North Carolina
$155M -$32.6M -17% 15.3% 59.3% 71 16.9%
FPB
3704
First PREMIER Bank
South Dakota
$155M -$7.1M -4% 6.43% 54.4% 326 23.01%
CH
3705
Canton Hathaway
Rhode Island
$155M -$4.92M -3% 7.38% 84.7% 215 31.63%
CPIA
3706
Cornell Pochily Investment Advisors
New York
$155M +$6.82M +5% 9.96% 83.7% 139 13.67%
HJIM
3707
Henry James International Management
New York
$154M -$111M -42% 9.2% 123% 273 62.27%
PA
3708
Perennial Advisors
New York
$154M -$19.3M -11% 10.7% 221 11.76%
RIS
3709
Retirement Income Solutions
Michigan
$154M -$24.1M -13% 13.6% 60.8% 70 12.86%
HM
3710
Heronetta Management
New York
$154M -$24.4M -14% 15.4% 59.7% 32 12.5%
GPA
3711
Guidance Point Advisors
Massachusetts
$154M 11.9% 67.1% 62
JCM
3712
Julex Capital Management
Massachusetts
$154M 9.68% 129
ISSM
3713
Invesco Senior Secured Management
New York
$154M -$67M -30% 17% 18.1% 22 27.27%
AP
3714
Arlington Partners
Alabama
$154M +$11.7M +8% 10.5% 43.7% 274 45.99%
GCM
3715
Grisanti Capital Management
New York
$154M -$49.6M -24% 12.4% 17.9% 73 30.14%
FPGK
3716
Financial Partners Group (Kansas)
Kansas
$154M +$291K +0.2% 14.3% 70.7% 87 29.89%
SHJ
3717
Sharkey, Howes & Javer
Colorado
$154M -$37.7M -20% 14.3% 54.6% 244 11.48%
BCC
3718
Bridge City Capital
Oregon
$154M -$7.48M -5% 13.6% 120% 95 7.37%
MWP
3719
Moller Wealth Partners
$153M -$75.2M -33% 10.3% 41.4% 61 34.43%
LFA
3720
Landmark Financial Advisors
Kentucky
$153M -$15.3M -9% 8.46% 11.8% 60 8.33%
BCM
3721
Bourgeon Capital Management
Connecticut
$153M -$41M -21% 13.7% 117% 86 34.88%
VCP
3722
Vernier Capital Partners
New York
$153M -$71.2M -32% 12% 75.7% 29 58.62%
IC
3723
Innealta Capital
Texas
$153M 9.97% 63.7% 51
GII
3724
Gryphon International Investment
Ontario, Canada
$152M -$54.8M -26% 0% 5.67% 22 0%
DI
3725
Diligent Investors
California
$152M -$29.7M -16% 12.2% 71.9% 210 12.86%