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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
DRS
4326
Deane Retirement Strategies
Louisiana
$110M -$804K -0.7% 0.19% 64.7% 67 35.82%
SWM
4327
Strategic Wealth Management
Washington
$110M -$7.99M -7% 8.35% 52.8% 24 16.67%
FGC
4328
Financial Gravity Companies
Texas
$110M 9.2% 1,614
UTC
4329
Unified Trust Company
Kentucky
$110M 10.2% 69.7% 50
CI
4330
Centerstone Investors
New York
$110M 16.1% 73.7% 28
AC
4331
Arjuna Capital
North Carolina
$110M -$23.1M -17% 11.6% 105% 100 18%
BMCM
4332
Bryn Mawr Capital Management
Pennsylvania
$110M -$9.34M -8% 13% 71.4% 93 24.73%
ACM
4333
AUA Capital Management
Pennsylvania
$110M -$16.7M -13% 9.76% 61.4% 188 2.13%
SC
4334
Salzman & Co
New York
$110M +$21.9M +25% 13.2% 15.7% 10 60%
GWAG
4335
Garrett Wealth Advisory Group
Texas
$110M 10.2% 66.1% 45
RWG
4336
Regal Wealth Group
California
$110M -$36.5M -25% 11.6% 17% 177 10.17%
JC
4337
Jentner Corp
Ohio
$110M -$11M -9% 8.94% 38.9% 33 18.18%
OIWM
4338
OptiFour Integrated Wealth Management
Virginia
$109M -$11.9M -10% 8.65% 57 22.81%
GIA
4339
Gargoyle Investment Advisor
New Jersey
$109M -$29.7M -21% 15.8% 34.5% 138 63.77%
KAM
4340
Kassirer Asset Management
Ontario, Canada
$109M -$43.1M -28% 13.1% 577% 95 70.53%
EIP
4341
Edgbaston Investment Partners
$109M -$3.07M -3% 3.16% 4.67% 2 0%
MAG
4342
Millrace Asset Group
Pennsylvania
$109M -$19.2M -15% 14.1% 113% 84 47.62%
PL
4343
Protective Life
Alabama
$109M -$12.5M -10% 3.58% 38.4% 13 7.69%
AFA
4344
Abacus FCF Advisors
Florida
$109M 11.8% 197% 96
CG
4345
Corundum Group
Colorado
$109M 13.2% 80.5% 76
KSCM
4346
Kamunting Street Capital Management
Florida
$109M -$552K -0.5% 20% 7.47% 38 50%
S
4347
SimplyRich
California
$109M -$74.5M -41% 9.66% 98.3% 159 53.46%
SI
4348
SCP Investment
California
$109M -$14.9M -12% 23.4% 32.8% 42 52.38%
SCA
4349
Sander Capital Advisors
Washington
$109M -$37.6M -26% 15.3% 68.8% 13 38.46%
JPC
4350
Jabodon PT Co
Nevada
$109M +$31.8M +41% 20.7% 61.9% 29 75.86%