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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
SFG
3951
Summit Financial Group
West Virginia
$307M +$30.8M +11% 7.84% 26.1% 215 6.98%
DHGWA
3952
Dixon Hughes Goodman Wealth Advisors
North Carolina
$307M 7.19% 874
MSWMA
3953
Market Street Wealth Management Advisors
Indiana
$307M +$54.5M +22% 4.73% 39.6% 79 18.99%
P
3954
Paradiem
Louisiana
$307M -$28.9M -9% 9.54% 107% 113 18.58%
VCM
3955
Versant Capital Management
Arizona
$307M +$23.6M +8% 5.31% 82.4% 1,667 5.22%
GG
3956
Gleason Group
Kentucky
$306M +$29.6M +11% 7.25% 64% 216 6.94%
HC
3957
Hendley & Co
Ohio
$306M +$20.1M +7% 12.9% 54.8% 76 13.16%
BWA
3958
Burt Wealth Advisors
Maryland
$306M -$7.59M -2% 4.5% 57.3% 103 17.48%
RHI
3959
Richmond Hill Investments
New York
$306M -$25.7M -8% 6.38% 55.2% 10 0%
PA
3960
Prism Advisors
California
$306M +$25.3M +9% 6.27% 49.9% 57 12.28%
FIM
3961
Fernwood Investment Management
Massachusetts
$306M +$14.7M +5% 7.3% 83.4% 219 13.24%
FWP
3962
Falcon Wealth Planning
California
$306M +$42.6M +16% 7.93% 52.7% 82 17.07%
PPW
3963
Pasadena Private Wealth
California
$306M +$20M +7% 5.83% 53% 133 37.59%
RWM
3964
Raffa Wealth Management
District of Columbia
$305M +$17M +6% 2.64% 35.8% 1,156 6.23%
IP
3965
Isomer Partners
New York
$305M -$63M -17% 11.6% 57.2% 26 42.31%
SC
3966
Steginsky Capital
New York
$305M +$39.1M +15% 16.9% 115% 8 12.5%
RDWM
3967
Red Door Wealth Management
Tennessee
$305M +$43.5M +17% 11.4% 100% 167 11.98%
RMAM
3968
Raab & Moskowitz Asset Management
New Jersey
$305M +$28.1M +10% 11.3% 75% 169 6.51%
HMP9
3969
Highland Management Partners 9
Massachusetts
$305M 12.9% 5
CAG
3970
Curtis Advisory Group
California
$305M +$29.3M +11% 10% 67.6% 85 16.47%
OBGC
3971
O'Brien Greene & Co
Pennsylvania
$304M +$30.3M +11% 10.5% 81.4% 145 13.1%
BDWCC
3972
B&D White Capital Company
Texas
$304M +$44.4M +17% 11% 38.1% 77 36.36%
BA
3973
Bard Associates
Illinois
$304M +$7.99M +3% 12.3% 241% 183 4.92%
DE
3974
Day & Ennis
Georgia
$304M +$14.8M +5% 6.71% 15.2% 128 11.72%
CWM
3975
Centric Wealth Management
Illinois
$304M +$32.3M +12% 11.9% 44.4% 173 23.12%