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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
$304M +$26.7M +10% 10.5% 1,388 14.41%
FC
3977
Financial Consulate
Maryland
$304M +$77.6M +34% 9.37% 53.3% 40 15%
MAM
3978
Milestone Asset Management
Pennsylvania
$304M +$18.1M +6% 4.55% 56.1% 102 32.35%
CWM
3979
Centric Wealth Management
Illinois
$304M +$64.2M +27% 6.14% 44.4% 167 35.93%
FSCM
3980
First Sabrepoint Capital Management
Texas
$304M +$69M +29% 17.3% 218% 55 60%
RMC
3981
Regis Management Company
California
$304M +$10.9M +4% 9.56% 5.33% 41 9.76%
WG
3982
Watchman Group
Texas
$303M +$68M +29% 10.1% 52.9% 81 14.81%
FIM
3983
Fernwood Investment Management
Massachusetts
$303M +$25.1M +9% 11.9% 83.4% 200 8%
KMWM
3984
Keudell/Morrison Wealth Management
Oregon
$303M -$25M -8% 9.9% 197 12.18%
CPG
3985
Cornerstone Planning Group
New Jersey
$303M +$40.4M +15% 9.78% 55.1% 1,248 25.08%
BL
3986
BWCP LP
Texas
$303M +$24.6M +9% 18.6% 198% 25 20%
VM
3987
Venator Management
Pennsylvania
$303M +$31.9M +12% 14.5% 101% 32 21.88%
SPC
3988
Stony Point Capital
New York
$303M +$8.37M +3% 21.8% 208% 29 24.14%
TWG
3989
The Wealth Group
Minnesota
$303M 10.4% 60
KFP
3990
Keystone Financial Planning
Ohio
$303M +$16.4M +6% 6.71% 34.1% 49 2.04%
KS
3991
Karpas Strategies
Connecticut
$302M +$30.1M +11% 11.6% 16.1% 121 9.09%
BCP
3992
Berkeley Capital Partners
Georgia
$302M +$25.4M +9% 10.1% 62.8% 159 12.58%
IC
3993
Intel Corp
California
$302M +$12.6M +4% 13.6% 9.79% 7 14.29%
HPC
3994
Hobart Private Capital
North Carolina
$302M +$38.7M +15% 9.81% 52.5% 63 44.44%
PFA
3995
Professional Financial Advisors
Nebraska
$302M +$81.1M +37% 9.42% 52.8% 99 13.13%
PRWA
3996
Platte River Wealth Advisors
Colorado
$302M +$28.8M +11% 10.3% 28.6% 104 15.38%
UCI
3997
Uncommon Cents Investing
Wisconsin
$302M +$29.4M +11% 9.61% 83.8% 181 6.08%
BCM
3998
Boltwood Capital Management
California
$302M +$32M +12% 8.51% 56.3% 170 11.76%
BP
3999
Bandera Partners
New York
$302M +$25M +9% 3.84% 55.4% 20 10%
MG
4000
MilWealth Group
Wisconsin
$302M +$48M +19% 8.35% 36.8% 65 4.62%