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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
DI
4226
DRH Investments
California
$106M +$3.5M +3% 19.6% 56.4% 18 38.89%
BA
4227
Ballast Advisors
Minnesota
$106M -$29.7M -22% 19.6% 60.4% 165 7.27%
NWS
4228
Newport Wealth Strategies
California
$106M -$31.3M -23% 15.3% 51.5% 109 32.11%
HF
4229
Halpern Financial
Virginia
$106M -$22.1M -17% 20.6% 26.3% 196 25%
TI
4230
Truehand Inc
New Hampshire
$106M -$25.8M -20% 18.8% 86.9% 186 1.61%
MA
4231
Menlo Advisors
California
$106M -$47M -31% 18.2% 81.9% 37 24.32%
TWM
4232
Titus Wealth Management
California
$106M +$6.14M +6% 15.8% 26.6% 118 27.12%
GWAG
4233
Garrett Wealth Advisory Group
Texas
$106M -$29.4M -22% 17.7% 55.2% 50 20%
YCM
4234
Yost Capital Management
Texas
$106M -$21.3M -17% 27.5% 125% 13 61.54%
HCM
4235
Horton Capital Management
Pennsylvania
$106M +$3.08M +3% 6.43% 7 0%
SCA
4236
Stuart Chaussee & Associates
California
$106M -$71M -40% 12.6% 58.6% 138 58.7%
HCM
4237
HGI Capital Management
New York
$106M -$101M -49% 18% 47% 80 57.5%
ACM
4238
AUA Capital Management
Pennsylvania
$106M -$16M -13% 13.6% 53.5% 186 2.15%
WC
4239
Wynnefield Capital
New York
$105M -$44.4M -30% 14.2% 110% 27 11.11%
RDWM
4240
Red Door Wealth Management
Tennessee
$105M -$6.96M -6% 19.2% 100% 460 77.83%
WEPOG
4241
Wealth Enhancement & Preservation of GA
Georgia
$105M -$90.4M -46% 13.1% 82.2% 63 53.97%
OFS
4242
Oldfather Financial Services
Nebraska
$105M -$2.38M -2% 23.2% 60.8% 62 17.74%
LFS
4243
Legacy Financial Strategies
Kansas
$105M -$18.6M -15% 21.1% 67.1% 67 19.4%
IIA
4244
ICW Investment Advisors
Arizona
$105M -$18.1M -15% 14.4% 45.3% 185 37.84%
DI
4245
Disciplined Investments
Oklahoma
$105M -$13.4M -11% 17.6% 41.9% 490 19.59%
FF
4246
Friedenthal Financial
New Jersey
$105M -$26.1M -20% 16.6% 111% 58 37.93%
AC
4247
Albar Capital
United Kingdom
$105M -$125M -54% 17.2% 163% 41 80.49%
MWM
4248
MBE Wealth Management
Wisconsin
$105M +$4.98M +5% 18.1% 60.9% 591 93.06%
AP
4249
Agilis Partners
Massachusetts
$105M -$82.7M -44% 15% 8.47% 23 34.78%
SAMC
4250
Spectrum Asset Management (California)
California
$105M -$76.6M -42% 14.6% 56.5% 105 40%