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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
FSA
4276
Financial Security Advisor
Virginia
$286M +$31.6M +12% 10.2% 76.3% 114 11.4%
RWM
4277
Rockline Wealth Management
New York
$286M +$45.3M +19% 18.8% 95 9.47%
BPCM
4278
Beach Point Capital Management
California
$286M +$35.2M +14% 4.7% 110% 13 23.08%
PC
4279
Packer & Co
Australia
$286M +$15.3M +6% 8.2% 3 0%
NC
4280
NovaPoint Capital
Georgia
$285M +$16.1M +6% 8.2% 88.2% 143 12.59%
AMC
4281
Atlas Merchant Capital
New York
$285M -$81.8M -22% 2.68% 65.7% 94 35.11%
LIC
4282
Laurus Investment Counsel
Canada
$285M +$9.22M +3% 7.37% 14.1% 40 5%
MPPLM
4283
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$285M +$34.2M +14% 12.1% 130% 155 21.94%
JC
4284
Jentner Corp
Ohio
$285M +$25.8M +10% 4.74% 38.9% 54 11.11%
MCA
4285
MSH Capital Advisors
Arizona
$285M +$17M +6% 7.46% 66.5% 225 10.22%
AA
4286
AlphaMark Advisors
Kentucky
$284M +$21.1M +8% 9.78% 26.4% 850 26%
MWC
4287
MBM Wealth Consultants
Missouri
$284M +$16.6M +6% 7.47% 52.6% 110 8.18%
PA
4288
Pineridge Advisors
Missouri
$284M -$17.5M -6% 2.87% 862 34.8%
SM
4289
Samjo Management
New York
$284M +$1.97M +0.7% 1.6% 56 12.5%
SWA
4290
Strata Wealth Advisors
Texas
$284M +$30.4M +12% 9.12% 68.3% 84 28.57%
CAAM
4291
Cornerstone Advisors Asset Management
Pennsylvania
$284M +$19.3M +7% 5.52% 41.2% 104 6.73%
SL
4292
Sentinus LLC
Illinois
$284M 6% 171
PFS
4293
Physicians Financial Services
North Carolina
$284M +$20.1M +8% 10.5% 100% 104 1.92%
LJHT
4294
Laurie J. Hall Trustee
$284M +$23M +9% 11.3% 96% 262 5.73%
AFS
4295
Aft Forsyth & Sober
Florida
$284M +$24.3M +9% 12% 94.6% 85 9.41%
AM
4296
Atwater Malick
Pennsylvania
$284M +$28.6M +11% 9.77% 79.1% 79 13.92%
TA
4297
Teton Advisors
New York
$284M -$22.1M -7% 6.26% 139% 229 2.62%
GC
4298
Glenorchy Capital
Australia
$284M +$25.6M +10% 13.6% 73 6.85%
MC
4299
Mirabaud & Cie
Switzerland
$284M -$16.5M -5% 14.5% 64 15.63%
HWMG
4300
Hurlow Wealth Management Group
Indiana
$283M +$19.3M +7% 6.91% 55.8% 118 8.47%