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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
HGERS
3976
Householder Group Estate & Retirement Specialist
Arizona
$261M +$194M +289% 5.41% 1,334 68.89%
JAM
3977
JW Asset Management
Florida
$261M +$17.5M +7% 1.77% 251% 10 40%
FIM
3978
Fernwood Investment Management
Massachusetts
$261M +$18.7M +8% 11.8% 83.4% 189 6.35%
RCI
3979
RS Crum Inc
California
$261M +$47M +22% 4.65% 48.5% 74 8.11%
PEA
3980
Park Edge Advisors
Ohio
$260M +$32.7M +14% 7.88% 53.7% 111 23.42%
UOTTAIMCU
3981
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$260M -$5.39M -2% 1.31% 68.3% 56 73.21%
SA
3982
Stewardship Advisors
Pennsylvania
$260M +$11.9M +5% 4.2% 42.6% 55 34.55%
NWA
3983
New World Advisors
Massachusetts
$260M -$33.7M -11% 0.68% 84.1% 72 22.22%
GJCM
3984
Grand Jean Capital Management
California
$260M +$38.1M +17% 11.5% 61.4% 45 4.44%
FSG
3985
Financial Strategies Group
Michigan
$260M +$19M +8% 4.99% 44.9% 83 12.05%
MWPCG
3986
Measured Wealth Private Client Group
New Hampshire
$260M +$16.8M +7% 5.31% 84.3% 184 16.85%
AFA
3987
Arlington Financial Advisors
California
$260M +$22.5M +9% 6.73% 60.7% 71 25.35%
BBNB
3988
Baker Boyer National Bank
Washington
$260M +$21.3M +9% 5.74% 44.7% 81 3.7%
SL
3989
SWF LLC
Nebraska
$259M -$59.4M -19% 0.51% 87.4% 2 0%
PPW
3990
Presilium Private Wealth
Pennsylvania
$259M +$20.9M +9% 5.21% 41.7% 52 7.69%
SEEDPG
3991
S.E.E.D. Planning Group
New York
$259M +$28.4M +12% 7.66% 45.1% 91 9.89%
ASW
3992
Astoria Strategic Wealth
Texas
$259M +$20M +8% 4.86% 42.1% 35 17.14%
BA
3993
Bridge Advisory
California
$259M +$19.5M +8% 5.5% 6.7% 138 18.84%
NAM
3994
NewGen Asset Management
Ontario, Canada
$259M +$60.4M +30% 7.27% 402% 35 62.86%
WDG
3995
Wealth Dimensions Group
Ohio
$258M +$13.6M +6% 4.62% 57.1% 136 7.35%
FCT
3996
Family Capital Trust
Massachusetts
$258M +$11.9M +5% 8.46% 32.3% 52 3.85%
EECFX
3997
EnCap Energy Capital Fund XI
Texas
$258M -$24.2M -9% 8.57% 21% 1 0%
JHCM
3998
Juniper Hill Capital Management
California
$258M -$58.5M -18% 2.33% 33.6% 7 57.14%
FFG
3999
Frisch Financial Group
New York
$258M -$8.99M -3% 6.19% 66.6% 140 25%
WAS
4000
Winch Advisory Services
Wisconsin
$258M +$23.3M +10% 12.1% 80.8% 463 3.89%