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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
PI
4051
Pettee Investors
Connecticut
$162M +$22.7M +16% 18.3% 96.1% 115 13.04%
SP
4052
SCF Partners
Texas
$161M +$58M +56% 64.5% 2.1% 4 0%
BG
4053
Berry Group
Massachusetts
$161M +$28.8M +22% 22.1% 107 13.08%
ITIM
4054
Indiana Trust & Investment Management
Indiana
$161M +$20.8M +15% 10.1% 104% 111 4.5%
FRA
4055
Front Row Advisors
California
$161M +$13.3M +9% 24.3% 142% 1,052 8.65%
RG
4056
Retirement Group
California
$161M 17.5% 33.7% 677
XWM
4057
Xcel Wealth Management
Florida
$161M +$50.3M +45% 30.6% 93.7% 102 27.45%
CPIA
4058
Cornell Pochily Investment Advisors
New York
$161M +$26.3M +19% 17.2% 83.7% 142 13.38%
RWP
4059
Reliant Wealth Planning
Kentucky
$161M -$30.6M -16% 13.8% 39.4% 11 45.45%
SGMP
4060
Spark Growth Management Partners
Massachusetts
$161M +$21.8M +16% 15.8% 1 0%
SHWM
4061
Smith & Howard Wealth Management
Georgia
$161M +$4.06M +3% 14.5% 40.4% 70 12.86%
LP
4062
LGL Partners
Pennsylvania
$161M +$8.81M +6% 21.4% 68.9% 95 21.05%
WFG
4063
Wills Financial Group
Virginia
$161M +$20.4M +15% 15.4% 57.5% 53 11.32%
TW
4064
Towerpoint Wealth
California
$161M +$34.4M +27% 14.2% 62.4% 69 20.29%
T
4065
Tinicum
New York
$161M +$69.8M +77% 79.7% 21.1% 3 33.33%
VFM
4066
Vivid Financial Management
California
$160M +$83.8M +110% 17.2% 106 48.11%
DSN
4067
D. Scott Neal
Kentucky
$160M -$6.71M -4% 9.73% 105% 41 24.39%
SC
4068
Steginsky Capital
New York
$160M +$16.2M +11% 12.3% 115% 8 0%
TCCM
4069
Timber Creek Capital Management
Massachusetts
$160M +$22.5M +16% 20.4% 139% 132 12.12%
CA
4070
Continuum Advisory
Idaho
$159M +$10.9M +7% 15.5% 77% 165 28.48%
PCMK
4071
Paragon Capital Management (Kansas)
Kansas
$159M +$20.4M +15% 19.6% 87.5% 193 75.65%
THWM
4072
Taylor Hoffman Wealth Management
Virginia
$159M +$55.3M +53% 20.9% 47.8% 402 73.63%
VFPI
4073
Vantage Financial Partners (Illinois)
Illinois
$159M +$20.5M +15% 17.8% 13.1% 75 21.33%
LAS
4074
Lloyd Advisory Services
Georgia
$159M +$23.8M +18% 9.76% 47.7% 355 28.45%
LFA
4075
Legend Financial Advisors
Pennsylvania
$159M +$47.6M +43% 27.7% 117% 38 47.37%