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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
HA
3901
Havens Advisors
New York
$130M -$2.42M -2% 5.6% 460% 38 71.05%
1CM
3902
1492 Capital Management
Wisconsin
$130M +$1.9M +1% 3.77% 187% 103 21.36%
BP
3903
Broadleaf Partners
Ohio
$130M +$9.56M +8% 4.65% 132% 57 14.04%
WPW
3904
Winthrop Partners - WNY
New York
$130M +$7.31M +6% 3.67% 439 71.53%
PS
3905
Portfolio Strategies
New York
$130M -$15.3M -11% 0.88% 83.1% 274 13.14%
CF
3906
Corrigan Financial
Rhode Island
$130M +$10.6M +9% 0.36% 9.54% 58 13.79%
RWG
3907
Regal Wealth Group
California
$130M -$11.7M -8% 0.82% 17% 177 3.39%
SWMG
3908
Signature Wealth Management Group
Georgia
$130M -$6.79M -5% 3.2% 415 22.41%
HW
3909
Hedeker Wealth
Illinois
$129M +$1.02M +0.8% 0.97% 120% 71 4.23%
OAM
3910
Oak Asset Management
California
$129M -$1.89M -1% 2.07% 78% 91 5.49%
EA
3911
Elm Advisors
California
$129M -$4.65M -3% 0.85% 50.5% 84 2.38%
MAG
3912
Mokosak Advisory Group
Iowa
$129M +$96K +0.1% 1.87% 42.7% 10 0%
DACG
3913
Donor Advised Charitable Giving
California
$129M +$9.51M +8% 18.4% 365% 18 27.78%
PCM
3914
Peak Capital Management
Colorado
$129M -$17.9M -12% 1.86% 9.52% 102 66.67%
SCM
3915
Stonehearth Capital Management
Massachusetts
$129M -$2.46M -2% 0.8% 80.7% 36 5.56%
NIM
3916
Nicollet Investment Management
Minnesota
$129M +$7.36M +6% 3.07% 82% 69 5.8%
SCC
3917
Steel Canyon Capital
Arizona
$129M +$12.6M +11% 2.01% 62.8% 22 54.55%
LA
3918
Lau Associates
Delaware
$129M +$290K +0.2% 1.8% 44.5% 81 9.88%
MMHP
3919
Murphy Middleton Hinkle & Parker
Georgia
$129M -$5.69M -4% 2.95% 61.7% 122 3.28%
HWA
3920
Heritage Way Advisors
Illinois
$129M -$4.2M -3% 1.86% 79.4% 67 14.93%
TFCM
3921
Taylor Frigon Capital Management
Arizona
$129M +$4.02M +3% 1.48% 131% 94 19.15%
BCM
3922
Billings Capital Management
Virginia
$128M -$36M -22% 6.08% 11 36.36%
AWA
3923
Artemis Wealth Advisors
New York
$128M +$10.4M +9% 2.02% 112% 31 9.68%
MWM
3924
MinichMacGregor Wealth Management
New York
$128M +$317K +0.2% 0.88% 119% 587 13.12%
HCM
3925
Hutner Capital Management
Vermont
$128M -$12M -9% 6% 53.7% 42 0%