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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
CNC
3901
Citizens & Northern Corp
Pennsylvania
$242M +$28.7M +13% 9.24% 73.3% 102 8.82%
AC
3902
ASB Consultores
Florida
$242M +$29.1M +14% 10.6% 65.1% 208 22.6%
LFS
3903
Legacy Financial Strategies
Kansas
$242M +$26.9M +13% 8.6% 67.1% 71 12.68%
NHFG
3904
New Harbor Financial Group
Massachusetts
$242M +$44.7M +23% 4.03% 80.6% 41 41.46%
FIM
3905
Fernwood Investment Management
Massachusetts
$242M +$4.67M +2% 8.46% 83.4% 191 7.85%
VAG
3906
VisionPoint Advisory Group
Texas
$242M +$33.7M +16% 7.56% 74.2% 136 31.62%
DI
3907
DDFG Inc
California
$242M 7.83% 50.9% 71
SHFA
3908
SC&H Financial Advisors
Maryland
$241M +$41.4M +21% 9.94% 50% 131 8.4%
SACTSONJ
3909
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$241M +$12.2M +5% 9.32% 147% 218 2.75%
SAM
3910
Satovsky Asset Management
New York
$241M +$67.3M +39% 6.75% 48.9% 40 20%
CCM
3911
Carderock Capital Management
Maryland
$241M +$45.2M +23% 11.8% 88.6% 68 10.29%
NC
3912
NinePointTwo Capital
California
$241M -$6.91M -3% 3.67% 1.62% 291 74.91%
FSG
3913
Financial Strategies Group
Michigan
$241M +$20.1M +9% 8.02% 39.5% 82 12.2%
KWA
3914
KCS Wealth Advisory
California
$241M +$23.9M +11% 7.7% 45.3% 148 6.76%
BEW
3915
Burton Enright Welch
California
$240M +$38.9M +19% 11.2% 62.8% 66 15.15%
NME
3916
Notis-McConarty Edward
$240M +$16.6M +7% 11.3% 65.2% 98 4.08%
CFO
3917
Colony Family Offices
North Carolina
$240M +$9.13M +4% 8.07% 49.6% 81 6.17%
GSWM
3918
Greenup Street Wealth Management
Michigan
$240M +$18M +8% 8.95% 65.6% 90 17.78%
CCM
3919
Cobalt Capital Management
New Jersey
$240M -$7.16M -3% 7.33% 180% 38 68.42%
ONPI
3920
Owls Nest Partners IA
Pennsylvania
$240M -$9.27M -4% 2.01% 94.2% 16 25%
BA
3921
Bridge Advisory
California
$240M +$34.5M +17% 3.66% 6.7% 136 21.32%
IWMA
3922
Ironwood Wealth Management (Arizona)
Arizona
$239M +$15.9M +7% 7.72% 31.1% 56 21.43%
BU
3923
Brown University
Rhode Island
$239M -$7.25M -3% 12.3% 7.69% 7 42.86%
WCM
3924
WealthBridge Capital Management
Ohio
$239M +$4.91M +2% 7.45% 82.1% 214 16.36%
AFG
3925
Allegheny Financial Group
Pennsylvania
$239M +$26.7M +13% 11.7% 71.1% 175 10.86%