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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
SA
4401
Shilanski & Associates
Alaska
$238M +$3.56M +2% 0.67% 84.2% 140 30%
MLFP
4402
MPS Loria Financial Planners
Illinois
$238M -$7.13M -3% 3.77% 66.9% 87 11.49%
BDA
4403
Borer Denton & Associates
Pennsylvania
$238M 2.38% 44.2% 53
WFG
4404
Wills Financial Group
Virginia
$238M -$14.7M -6% 0.7% 57.5% 75 16%
BCM
4405
Brightlight Capital Management
Connecticut
$238M -$11.9M -5% 9.69% 202% 13 23.08%
FPOC
4406
Financial Planners of Cleveland
Ohio
$238M -$7.98M -3% 4.59% 96 52.08%
SRSA
4407
S.R. Schill & Associates
Washington
$238M -$13M -5% 1.8% 36.7% 80 15%
SWMG
4408
Sanchez Wealth Management Group
Florida
$238M +$709K +0.3% 4.97% 56.9% 35 8.57%
SHWM
4409
Smith & Howard Wealth Management
Georgia
$238M +$16.8M +8% 4.21% 40.4% 72 8.33%
JGIA
4410
Jackson Grant Investment Advisers
Connecticut
$238M +$41.5M +21% 3.24% 54.3% 357 22.69%
CPA
4411
Cowen Prime Advisors
New York
$238M -$56.4M -19% 15.6% 116% 183 7.65%
OIA
4412
Optimum Investment Advisors
Illinois
$237M -$19.4M -8% 3.24% 125% 922 16.7%
SC
4413
Schulhoff & Co
Ohio
$237M -$5.96M -2% 0.88% 51.8% 126 4.76%
NL
4414
Navalign LLC
California
$237M -$13.5M -5% 3.19% 50.7% 129 13.95%
AC
4415
ASB Consultores
Florida
$237M +$34.6M +17% 2.09% 84.6% 252 23.81%
SI
4416
SCP Investment
California
$237M -$66.9M -22% 21% 32.8% 39 43.59%
RFN
4417
RDA Financial Network
Iowa
$237M -$8.24M -3% 4.1% 82.1% 240 13.33%
OIS
4418
Okabena Investment Services
Minnesota
$237M -$26.4M -10% 5.65% 72.4% 203 15.27%
VF
4419
Visa Foundation
California
$237M -$32.2M -12% 7.75% 48.5% 1 0%
IP
4420
Investment Partners
Ohio
$237M -$8.36M -3% 3.53% 74.1% 174 7.47%
NF
4421
Nikulski Financial
Iowa
$236M -$2.14M -0.9% 3.42% 95.8% 135 12.59%
GAM
4422
Grandview Asset Management
Pennsylvania
$236M -$12.2M -5% 4.02% 172% 144 8.33%
SCI
4423
Stableford Capital II
Arizona
$236M -$1.03M -0.4% 0.17% 59.3% 136 21.32%
MM
4424
MWG Management
British Virgin Islands
$236M -$107M -31% 31% 59.2% 2 0%
AFG
4425
Allegheny Financial Group
Pennsylvania
$236M -$14.3M -6% 4.48% 71.1% 170 12.35%