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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
ZIMP
4126
Zimmermann Investment Management & Planning
Pennsylvania
$299M +$21.7M +8% 4.98% 31.6% 145 17.24%
MCA
4127
MSH Capital Advisors
Arizona
$299M +$14.6M +5% 0.86% 52.5% 234 13.68%
MPPLM
4128
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$299M +$14.2M +5% 4.4% 90.2% 154 9.09%
OKSA
4129
O'Keefe Stevens Advisory
New York
$299M -$5.44M -2% 7.44% 216% 72 12.5%
CFP
4130
Curran Financial Partners
South Carolina
$299M +$11.5M +4% 0.93% 46.1% 88 12.5%
SA
4131
SRH Advisors
Kansas
$299M -$16.7M -5% 3.33% 51% 313 9.27%
MLIC
4132
Mandatum Life Insurance Company
Finland
$299M -$426K -0.1% 2.06% 73.7% 92 19.57%
SCV
4133
Sands Capital Ventures
Virginia
$299M -$116M -28% 5.98% 182% 20 0%
FSA
4134
Financial Security Advisor
Virginia
$298M +$12.4M +4% 2.94% 121 14.05%
HWMO
4135
Heritage Wealth Management (Ohio)
Ohio
$298M 1.95% 220
FWA
4136
FSM Wealth Advisors
Ohio
$298M +$16.7M +6% 2.01% 62.8% 170 10%
UFA
4137
US Financial Advisors
Massachusetts
$298M +$9.47M +3% 0.76% 12.6% 90 16.67%
DF
4138
DecisionPoint Financial
Arizona
$298M +$47M +19% 0.21% 34.5% 280 16.07%
SCM
4139
Steadview Capital Management
United Kingdom
$298M -$40.4M -12% 11.1% 696% 8 12.5%
BAM
4140
Blueshift Asset Management
New Jersey
$298M +$105M +55% 4.5% 25.2% 445 68.31%
HCM
4141
Hudson Capital Management
New Jersey
$298M +$7.69M +3% 0.3% 61.6% 68 11.76%
AWA
4142
Aquire Wealth Advisors
Utah
$298M +$11.6M +4% 1.75% 43.4% 47 10.64%
KAM
4143
KEB Asset Management
Illinois
$298M +$4.78M +2% 0.59% 68.9% 73 9.59%
BCC
4144
Bridge City Capital
Oregon
$298M +$23M +8% 0.07% 76.9% 113 5.31%
AAS
4145
Asset Allocation Strategies
Michigan
$297M +$14.3M +5% 1.7% 44.8% 98 26.53%
SA
4146
Shilanski & Associates
Alaska
$297M +$6.95M +2% 2.08% 84.2% 116 16.38%
BIA
4147
Barry Investment Advisors
Massachusetts
$297M -$3.01M -1% 0.82% 57.9% 122 7.38%
GJWM
4148
Gilliland Jeter Wealth Management
Arkansas
$297M +$9.76M +3% 5.74% 705 12.62%
RCA
4149
Riverview Capital Advisers
Massachusetts
$297M +$6.27M +2% 2.14% 57.5% 86 10.47%
HWM
4150
Hemington Wealth Management
Virginia
$297M +$20.7M +7% 3.59% 76.1% 116 5.17%