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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
RPSA
4101
Richard P. Slaughter Associates
Texas
$272M -$10.7M -4% 3.76% 51% 146 26.03%
MWPCG
4102
Measured Wealth Private Client Group
New Hampshire
$272M -$10.9M -4% 2.51% 84.3% 192 28.65%
TOTSC
4103
Trustees of the Smith College
Massachusetts
$272M 4.85% 8
GF
4104
Gries Financial
Ohio
$272M +$27.1M +11% 0.72% 71.3% 168 18.45%
HIF
4105
Hill Island Financial
Michigan
$272M -$8.49M -3% 5.78% 68.6% 59 11.86%
SA
4106
Stewardship Advisors
Pennsylvania
$271M -$7.07M -3% 6.02% 42.6% 56 23.21%
HF
4107
Halpern Financial
Virginia
$271M +$37.5M +16% 4.24% 26.3% 279 31.18%
SC
4108
Searle & Co
Connecticut
$271M -$3.81M -1% 0.93% 93.8% 164 8.54%
ER
4109
EVR Research
Virginia
$271M +$57M +27% 6.43% 165% 35 51.43%
MRWM
4110
ML&R Wealth Management
Texas
$271M +$1.71M +0.6% 3.93% 58 20.69%
CNC
4111
Citizens & Northern Corp
Pennsylvania
$271M -$8.32M -3% 2.81% 73.3% 105 5.71%
SRC
4112
Stone Run Capital
New York
$271M -$39M -13% 9.32% 77.8% 65 6.15%
FAP
4113
Financial Advisory Partners
Florida
$270M -$3.48M -1% 4.34% 46.7% 73 4.11%
AA
4114
AlphaMark Advisors
Kentucky
$270M -$15.7M -5% 3.13% 26.4% 675 15.11%
HKIM
4115
Hayek Kallen Investment Management
Alabama
$270M -$10.4M -4% 1.99% 71.9% 97 9.28%
WA
4116
Wealthstar Advisors
Texas
$270M -$21.6M -7% 5.54% 105 29.52%
SFG
4117
Sovereign Financial Group
Connecticut
$270M +$20.9M +8% 3.44% 90.7% 231 16.45%
SCM
4118
Stordahl Capital Management
Colorado
$270M +$968K +0.4% 4.61% 50.1% 56 14.29%
TFCM
4119
Taylor Frigon Capital Management
Arizona
$269M -$49.7M -16% 11.6% 131% 95 14.74%
FA
4120
Forefront Analytics
Pennsylvania
$269M -$29.5M -10% 3.33% 50.9% 73 16.44%
MRCM
4121
Mill Road Capital Management
Connecticut
$269M -$31.7M -11% 6.79% 85.1% 29 13.79%
CSUI
4122
Cincinnati Specialty Underwriters Insurance
Ohio
$269M -$17.9M -6% 4.83% 115% 38 0%
UIA
4123
UBP Investment Advisors
Switzerland
$269M -$5.78M -2% 1.84% 11.2% 105 10.48%
RWM
4124
Raffa Wealth Management
District of Columbia
$269M -$36.6M -12% 5.82% 35.8% 1,166 5.83%
DBRC
4125
D.B. Root & Company
Pennsylvania
$269M -$8.7M -3% 3.46% 57.3% 196 12.24%