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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
JGCM
4051
Joseph Group Capital Management
Ohio
$400M +$19.7M +5% 1.49% 58.4% 393 33.59%
HFBOT
4052
Home Federal Bank of Tennessee
Tennessee
$400M +$15.1M +4% 1.09% 65.2% 95 18.95%
DBIA
4053
Dumont & Blake Investment Advisors
New Jersey
$400M -$16.4M -4% 0.29% 78.3% 218 13.76%
OCPWS
4054
One Charles Private Wealth Services
Massachusetts
$400M +$12.8M +3% 5.92% 99.7% 179 15.64%
RFN
4055
RDA Financial Network
Iowa
$400M -$15.7M -4% 3.06% 82.1% 293 16.38%
MAG
4056
Mokosak Advisory Group
Iowa
$399M +$1.02M +0.3% 0.26% 57.1% 39 15.38%
MCM
4057
Monument Capital Management
Virginia
$399M -$2.86M -0.7% 6.78% 160% 250 25.2%
KHCM
4058
Kettle Hill Capital Management
New York
$399M -$49.3M -11% 3.36% 37.4% 67 74.63%
LWPC
4059
Legacy Wealth Partners (Colorado)
Colorado
$399M +$12.6M +3% 0.02% 203 26.11%
PNFS
4060
PW Nova Financial Services
Pennsylvania
$399M +$135M +51% 0.3% 194 40.72%
IAA
4061
Ironsides Asset Advisors
North Carolina
$399M +$4.18M +1% 1.29% 44.9% 86 18.6%
T2I
4062
Turim 21 Investimentos
Brazil
$399M +$140M +54% 1.1% 62.1% 163 57.67%
NC
4063
NovaPoint Capital
Georgia
$399M +$10.3M +3% 2.28% 88.2% 81 4.94%
FFG
4064
Fortem Financial Group
California
$399M +$24.4M +7% 2.85% 179% 184 11.96%
BA
4065
Bard Associates
Illinois
$398M +$8.99M +2% 6.99% 241% 307 26.38%
THL
4066
Tillman Hartley LLC
Colorado
$398M -$91.6K -0% 0.92% 46.6% 94 9.57%
MHC
4067
May Hill Capital
Massachusetts
$398M +$27.3M +7% 0.03% 238 22.69%
BWM
4068
BCGM Wealth Management
Indiana
$398M +$6.25M +2% 0.23% 54.9% 185 9.19%
LWM
4069
LongView Wealth Management
Georgia
$398M -$16M -4% 1.08% 267 14.23%
SC
4070
Searle & Co
Connecticut
$398M +$10.1M +3% 3.59% 93.8% 199 8.54%
KFG
4071
Kelly Financial Group
Connecticut
$398M +$4.24M +1% 0.9% 102 7.84%
CF
4072
Cypress Funds
California
$398M -$207M -34% 12.9% 100% 15 13.33%
TA
4073
TrueWealth Advisors
Alabama
$398M +$11.4M +3% 0.29% 58.5% 251 11.16%
VC
4074
Vision Capital
Ontario, Canada
$397M +$170M +75% 7.1% 19.8% 17 47.06%
DL
4075
Dockside LLC
New York
$397M +$7.91M +2% 0% 360 100%