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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
RFWA
4026
RPg Family Wealth Advisory
Massachusetts
$376M +$24.7M +7% 12.8% 117% 113 23.89%
BLC
4027
Brown, Lisle/Cummings
Rhode Island
$376M +$30.7M +9% 8.01% 72.2% 798 5.01%
VAS
4028
VR Advisory Services
Cayman Islands
$375M -$8.25M -2% 1.45% 89.7% 33 9.09%
SWM
4029
Shakespeare Wealth Management
Wisconsin
$375M +$1.63M +0.4% 8.13% 49.6% 100 11%
FCG
4030
Fielder Capital Group
Tennessee
$375M +$29.2M +8% 12% 258 19.38%
MSCM
4031
McElhenny Sheffield Capital Management
Texas
$375M +$108M +41% 12.3% 86.3% 114 22.81%
HCM
4032
Heights Capital Management
California
$375M +$162M +76% 26.6% 226 71.68%
IRM
4033
Income Research & Management
Massachusetts
$374M +$139M +59% 0.84% 0.7% 42 40.48%
FA
4034
Fermata Advisors
California
$374M -$179M -32% 5.95% 49.3% 302 32.78%
AAM
4035
Augustine Asset Management
Florida
$374M +$31.6M +9% 14.1% 344% 111 7.21%
MCS
4036
Mercuria Capital Strategies
Texas
$374M +$291M +353% 12.7% 13 76.92%
UCI
4037
Uncommon Cents Investing
Wisconsin
$374M +$32.7M +10% 8.91% 83.8% 206 5.34%
CNC
4038
Citizens & Northern Corp
Pennsylvania
$374M +$19M +5% 9.79% 73.3% 124 9.68%
MWC
4039
MBM Wealth Consultants
Missouri
$374M +$35.1M +10% 7.71% 52.6% 110 7.27%
CFC
4040
Coyle Financial Counsel
Illinois
$373M +$46.1M +14% 9.37% 62.4% 93 20.43%
JC
4041
Jentner Corp
Ohio
$373M +$39.2M +12% 7.7% 38.9% 55 5.45%
DW
4042
Dodds Wealth
Colorado
$373M +$66.1M +22% 5.87% 61 11.48%
SWRP
4043
Summit Wealth & Retirement Planning
California
$373M +$46.2M +14% 9.38% 67.6% 102 24.51%
MCM
4044
Monarch Capital Management
Indiana
$372M +$12.7M +4% 4.88% 65% 119 5.04%
AFA
4045
AllGen Financial Advisors
Florida
$372M +$34.5M +10% 6.39% 39.7% 51 43.14%
AAM
4046
Arohi Asset Management
Singapore
$372M +$74.4M +25% 13.8% 6 33.33%
ACM
4047
Avalon Capital Management
California
$372M +$28M +8% 13% 151% 150 31.33%
AWA
4048
Aquire Wealth Advisors
Utah
$372M +$47.2M +15% 9% 54.1% 50 12%
TPWM
4049
Twelve Points Wealth Management
Massachusetts
$372M +$2.98M +0.8% 4.95% 50.7% 191 8.9%
AACP
4050
Advantage Alpha Capital Partners
California
$371M -$37.3M -9% 11% 79.2% 167 41.32%