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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
TJHA
3851
Thomas J. Herzfeld Advisors
Florida
$241M -$25.4M -10% 12% 17.9% 346 12.72%
HWM
3852
Horizon Wealth Management
Illinois
$241M -$80.4M -25% 17.5% 82.8% 124 24.19%
RG
3853
Retirement Group
California
$241M -$17.6M -7% 14.2% 33.7% 847 6.02%
FHC
3854
Forest Hill Capital
Arkansas
$241M -$137M -36% 14.7% 138% 52 21.15%
D
3855
Diversified
Delaware
$241M -$4.57M -2% 14.5% 34.4% 117 15.38%
HNWAG
3856
High Net Worth Advisory Group
Florida
$241M -$34.1M -12% 11.6% 67.7% 743 15.48%
S
3857
SimplyRich
California
$241M -$45M -16% 12.1% 71.7% 171 7.6%
CIM
3858
CIM Investment Management
Pennsylvania
$241M -$55.3M -19% 17.4% 88.6% 264 17.8%
MVM
3859
Medicxi Ventures Management
Jersey
$241M -$128M -35% 31.9% 788% 7 14.29%
AWM
3860
Atticus Wealth Management
Florida
$241M -$33.1M -12% 12.6% 63.8% 660 12.73%
EPA
3861
Element Pointe Advisors
Florida
$241M -$56M -19% 15% 54.9% 92 32.61%
CA
3862
Crumly & Associates
Illinois
$241M -$26.1M -10% 13.3% 55.2% 122 24.59%
DSN
3863
D. Scott Neal
Kentucky
$240M -$11.3M -4% 1.79% 105% 70 21.43%
PFA
3864
Pathway Financial Advisors
Vermont
$240M -$26.9M -10% 13% 48.4% 149 18.12%
NME
3865
Notis-McConarty Edward
$240M -$40.2M -14% 12.2% 65.2% 104 4.81%
AAMC
3866
Asset Allocation & Management Company
Illinois
$240M -$38.9M -14% 9.73% 53.8% 121 4.13%
HIC
3867
Holderness Investments Company
North Carolina
$240M -$60.4M -20% 13.5% 101% 217 11.98%
ETI
3868
Enterprise Trust & Investment
California
$240M -$40M -14% 16.2% 58.6% 372 51.34%
HCM
3869
HGI Capital Management
New York
$239M -$84.7M -26% 17.4% 47% 80 76.25%
CCM
3870
Carderock Capital Management
Maryland
$239M -$70.2M -23% 14.7% 88.6% 72 6.94%
OBWP
3871
O'Brien Wealth Partners
Massachusetts
$239M -$12.6M -5% 14.7% 56.7% 67 23.88%
BP
3872
Broadleaf Partners
Ohio
$239M -$60.9M -20% 17.5% 132% 71 12.68%
RCP
3873
Rothschild Capital Partners
New York
$239M -$46.2M -16% 12% 81.8% 31 3.23%
MRCM
3874
Mill Road Capital Management
Connecticut
$239M -$29.9M -11% 15.7% 38.3% 29 13.79%
ST
3875
Skorpios Trust
Cyprus
$239M -$137M -36% 36.2% 174% 4 0%