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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
HIM
4326
HGC Investment Management
Ontario, Canada
$280M -$64.3M -19% 2.14% 33.2% 118 36.44%
MWM
4327
MorganRosel Wealth Management
Colorado
$280M +$21.7M +8% 8.05% 67.5% 112 19.64%
SIC
4328
Shoker Investment Counsel
Ohio
$280M +$21.5M +8% 9.2% 83.8% 101 9.9%
WWM
4329
WT Wealth Management
Arizona
$280M +$27M +11% 6.35% 66.6% 115 7.83%
HP
4330
Hilltop Partners
Indiana
$280M +$25.8M +10% 6.85% 64.9% 105 13.33%
HC
4331
Hendley & Co
Ohio
$280M +$22.8M +9% 7.17% 54.8% 56 7.14%
CFC
4332
Coyle Financial Counsel
Illinois
$280M +$19.4M +7% 6.93% 62.4% 80 21.25%
WHAM
4333
Windmill Hill Asset Management
United Kingdom
$279M +$108M +63% 12.1% 97% 41 41.46%
RG
4334
Retirement Group
California
$279M +$31.5M +13% 9.73% 33.7% 884 10.29%
AGWCA
4335
Annis Gardner Whiting Capital Advisors
Florida
$279M +$53M +23% 10.2% 85% 970 30.93%
PPC
4336
Park Place Capital
Alabama
$279M +$28.1M +11% 7.83% 60% 928 11.1%
BWAM
4337
Boyd Watterson Asset Management
Ohio
$279M +$25.9M +10% 12.3% 101% 449 7.8%
APWM
4338
Argonautica Private Wealth Management
Massachusetts
$279M +$34.8M +14% 10% 158% 209 19.14%
FWM
4339
ForthRight Wealth Management
Georgia
$279M +$20.5M +8% 6.69% 44.6% 66 10.61%
BWM
4340
BCGM Wealth Management
Indiana
$279M +$33M +13% 6.56% 54.9% 147 10.2%
GWP
4341
Gateway Wealth Partners
Wisconsin
$279M +$30.3M +12% 7.38% 58.9% 257 21.4%
BHWM
4342
Bay Harbor Wealth Management
Maryland
$278M +$16.8M +6% 5.31% 47.9% 185 16.76%
ACM
4343
Arcataur Capital Management
Wisconsin
$278M +$15.5M +6% 7.18% 60% 98 1.02%
FLI
4344
Family Legacy Inc
South Carolina
$278M +$16.2M +6% 9.51% 87.8% 119 1.68%
BA
4345
Bard Associates
Illinois
$278M +$14.8M +6% 11% 241% 184 10.33%
WP
4346
Westmount Partners
California
$278M +$33.1M +14% 10.8% 101% 219 10.5%
CF
4347
Copperwynd Financial
Arizona
$278M +$26.4M +11% 10.5% 90% 150 16%
NRCM
4348
Northern Right Capital Management
Connecticut
$278M +$28.2M +11% 11.8% 187% 37 43.24%
PFA
4349
Pathway Financial Advisers
Indiana
$278M +$15.1M +6% 7.15% 82.4% 504 18.65%
ZIMP
4350
Zimmermann Investment Management & Planning
Pennsylvania
$278M +$33.2M +14% 11% 31.6% 144 23.61%