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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
TA
4351
Trellis Advisors
Washington
$219M -$5.4M -2% 3.59% 23.3% 93 8.6%
AA
4352
Argent Advisors
Louisiana
$219M +$628K +0.3% 3.02% 51.7% 138 11.59%
FFM
4353
Flagstone Financial Management
Nebraska
$219M +$5.7M +3% 2.43% 43.9% 39 5.13%
RWPA
4354
Richard W. Paul & Associates
Michigan
$219M -$10.9M -5% 3.77% 55.4% 571 14.71%
FP
4355
Financial Perspectives
Minnesota
$218M -$8.85M -4% 4.39% 87.8% 713 4.91%
HCM
4356
Heathbridge Capital Management
Ontario, Canada
$218M -$11.4M -5% 6.55% 58.7% 30 6.67%
GJIA
4357
Glass Jacobson Investment Advisors
Maryland
$218M +$118K +0.1% 3.06% 48.6% 841 10.34%
RI
4358
Rinkey Investments
California
$218M -$416K -0.2% 3.01% 38.4% 63 28.57%
BE
4359
Bonness Enterprises
District of Columbia
$218M -$3.99M -2% 1.22% 94.6% 40 0%
JWM
4360
Jeppson Wealth Management
California
$218M -$11.6M -5% 3.42% 77.2% 202 14.36%
KCM
4361
Kaye Capital Management
California
$218M +$12.4M +6% 2.84% 36 16.67%
WC
4362
Wynnefield Capital
New York
$218M +$17.9M +9% 6.29% 110% 24 29.17%
KFS
4363
Kelly Financial Services
Massachusetts
$218M +$6.78M +3% 3.76% 58.4% 788 11.04%
DAM
4364
Deepwater Asset Management
Minnesota
$218M -$17.4M -7% 8.02% 70.4% 35 22.86%
CP
4365
Caligan Partners
New York
$218M +$39.9M +22% 1.33% 1,728% 15 26.67%
BWM
4366
BCGM Wealth Management
Indiana
$218M -$9.4M -4% 2.48% 47.4% 124 9.68%
PCG
4367
Prosperity Consulting Group
Maryland
$218M +$54.8M +34% 3.25% 54.9% 152 34.21%
RWM
4368
Rench Wealth Management
Texas
$218M -$10.5M -5% 4.66% 86.4% 44 2.27%
PIC
4369
Portland Investment Counsel
Ontario, Canada
$218M +$15.3M +8% 5.59% 104% 41 19.51%
WIA
4370
Westbourne Investment Advisors
Maryland
$218M -$5.82M -3% 0.78% 89.4% 92 8.7%
GSIAS
4371
Garden State Investment Advisory Services
New Jersey
$217M -$36.8M -14% 3.51% 71.5% 256 21.09%
BIA
4372
BHK Investment Advisors
Alabama
$217M -$16.1M -7% 3.79% 54.6% 61 16.39%
CHA
4373
Carmichael Hill & Associates
Maryland
$217M -$6.4M -3% 3.86% 39.7% 810 3.83%
SAM
4374
Selway Asset Management
$217M -$10.5M -5% 2.55% 36.5% 79 6.33%
PCM
4375
Princeton Capital Management
New Jersey
$217M -$23.7M -10% 1.9% 148% 99 17.17%