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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
NI
3801
NFC Investments
Tennessee
$348M +$24.4M +8% 10.1% 32 3.13%
MFGM
3802
Marshall Financial Group (Maryland)
Maryland
$348M +$37.6M +12% 7.57% 63.5% 182 8.79%
SCA
3803
Stuart Chaussee & Associates
California
$348M +$5.11M +1% 4.84% 58.6% 162 11.73%
MCB
3804
Morton Community Bank
Illinois
$348M +$41.6M +14% 8.46% 115 10.43%
DBIA
3805
Dumont & Blake Investment Advisors
New Jersey
$347M +$24.2M +7% 8.16% 59.4% 212 11.32%
HFS
3806
Haverford Financial Services
Pennsylvania
$347M +$13.6M +4% 6.26% 57.8% 42 7.14%
HW
3807
Hedeker Wealth
Illinois
$347M +$30.5M +10% 10.8% 120% 94 11.7%
MCM
3808
Monument Capital Management
Virginia
$347M +$36.3M +12% 16.7% 160% 201 18.91%
GF
3809
Genworth Financial
Virginia
$346M +$30.2M +10% 9.64% 64% 4 50%
GDS
3810
Gimbel Daniel Scott
$346M +$2.52M +0.7% 0.74% 141% 2 0%
MHR
3811
Matthew Hamilton Rosenberg
$346M +$21M +6% 5.96% 48.3% 939 11.5%
MCG
3812
McCollum Christoferson Group
New York
$346M +$15.2M +5% 7.74% 47.8% 68 10.29%
RWM
3813
Rezny Wealth Management
Florida
$346M +$31.7M +10% 9.75% 91.9% 25 32%
AR
3814
Apeiron RIA
Texas
$345M +$24.7M +8% 7.04% 63.7% 218 13.76%
WMG
3815
WESCAP Management Group
California
$345M +$34.8M +11% 5.91% 40.2% 94 5.32%
SCA
3816
Sage Capital Advisors
South Dakota
$345M +$35.5M +11% 9.33% 89.4% 141 15.6%
WRPWM
3817
Werba Rubin Papier Wealth Management
California
$345M +$50.3M +17% 6.69% 67% 157 25.48%
SWM
3818
Shakespeare Wealth Management
Wisconsin
$345M +$21.5M +7% 5.62% 49.6% 89 8.99%
EWM
3819
Essex Woodlands Management
Texas
$345M -$59.3M -15% 10.3% 203% 7 0%
KSCM
3820
King Street Capital Management
New York
$345M +$274M +386% 1.41% 85.9% 10 40%
HF
3821
Halpern Financial
Virginia
$344M +$22.4M +7% 7.58% 26.3% 251 16.73%
MC
3822
Muhlenkamp & Co
Pennsylvania
$344M +$38.6M +13% 8.73% 121% 29 0%
CCA
3823
Childress Capital Advisors
Texas
$344M +$8.98M +3% 11.9% 101% 219 14.16%
RCP
3824
Rothschild Capital Partners
New York
$344M +$26.8M +8% 8.53% 81.8% 45 17.78%
ESB
3825
Essex Savings Bank
Connecticut
$344M +$226K +0.1% 8.68% 84.5% 264 0%