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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
HFA
4201
HC Financial Advisors
California
$113M +$10.5M +10% 7.22% 31.2% 68 5.88%
RCM
4202
RB Capital Management
Nevada
$113M -$22.3M -16% 7.17% 73.5% 147 23.13%
ACM
4203
Axel Capital Management
New York
$113M +$5.27M +5% 8.11% 194% 34 41.18%
AIA
4204
Armor Investment Advisors
North Carolina
$113M +$1.26M +1% 4.99% 43.8% 153 11.11%
EIP
4205
Edgbaston Investment Partners
$112M +$11.3M +11% 11.1% 4.67% 2 0%
LFGH
4206
Lee Financial Group Hawaii
Hawaii
$112M +$4.34M +4% 6.68% 12.9% 34 17.65%
FMB
4207
Field & Main Bank
Kentucky
$112M +$2.16M +2% 8.26% 86.2% 229 3.49%
SSW
4208
Smith Shellnut Wilson
Mississippi
$112M 7.69% 92.2% 118
MCP
4209
Martin Capital Partners
Oregon
$112M +$13.7M +14% 5.79% 35.2% 58 22.41%
PWM
4210
Paulson Wealth Management
Illinois
$111M +$10.2M +10% 4.38% 47.2% 129 15.5%
MC
4211
Matisse Capital
Oregon
$111M -$15M -12% 2.59% 52.1% 133 18.8%
CPC
4212
Congress Park Capital
New York
$111M +$7.16M +7% 8.69% 95.6% 106 13.21%
AWM
4213
Aries Wealth Management
Maine
$111M +$3.19M +3% 7% 75% 142 9.15%
DIS
4214
Diversified Investment Strategies
Louisiana
$111M +$2.97M +3% 6.51% 81.3% 43 6.98%
FM
4215
Fondren Management
Texas
$111M -$19.2M -15% 1.07% 14.2% 106 59.43%
KHLMTHM
4216
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$111M +$7.29M +7% 2.69% 64.1% 46 28.26%
PHIMC
4217
Private Harbour Investment Management & Counsel
Ohio
$111M +$3.72M +3% 6.8% 95.1% 80 3.75%
BFM
4218
Broadview Financial Management
Wisconsin
$111M +$8.86M +9% 3.17% 41.8% 38 2.63%
SMFS
4219
Squar Milner Financial Services
California
$111M -$2.36M -2% 6.22% 910 21.21%
ECM
4220
Empirical Capital Management
Tennessee
$111M +$4.6M +4% 8.29% 19 15.79%
DRS
4221
Deane Retirement Strategies
Louisiana
$111M +$5.58M +5% 7.08% 64.7% 67 19.4%
NEGWA
4222
New England Guild Wealth Advisors
Connecticut
$111M +$1.27M +1% 2.06% 6.04% 56 5.36%
C
4223
Clearshares
New York
$111M +$5.74M +5% 2.75% 33 3.03%
HP
4224
Harbourvest Partners
Massachusetts
$111M +$31.4M +40% 4.5% 6.18% 35 65.71%
AWM
4225
Aevitas Wealth Management
Massachusetts
$110M +$7.71M +8% 7.25% 36.4% 461 8.68%