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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
RFG
4401
RFP Financial Group
Georgia
$270M +$13.9M +5% 1.72% 44.1% 952 13.13%
FWC
4402
First Washington Corp
Washington
$270M +$8.55M +3% 3.62% 104% 59 6.78%
GSCM
4403
Greenfield Seitz Capital Management
Texas
$270M +$1.59M +0.6% 1.19% 108 8.33%
BFWA
4404
Benchmark Financial Wealth Advisors
Florida
$270M +$8.21M +3% 2.84% 70.6% 92 4.35%
GMA
4405
Glassy Mountain Advisors
Maryland
$270M +$4.07M +2% 2.3% 91.5% 56 3.57%
PCM
4406
Passive Capital Management
Maryland
$269M +$13.9M +5% 0.46% 28.1% 67 13.43%
BWM
4407
BNC Wealth Management
Oregon
$269M +$35.5M +15% 7.48% 193% 112 21.43%
WBC
4408
West Branch Capital
Massachusetts
$269M +$21.3M +9% 10.3% 139% 438 5.48%
HFA
4409
Highland Financial Advisors
New Jersey
$269M +$19.1M +8% 2.47% 63.3% 58 13.79%
FFM
4410
Flagstone Financial Management
Nebraska
$269M +$10M +4% 0.71% 43.9% 45 4.44%
FUBT
4411
First United Bank & Trust
Maryland
$269M -$1.38M -0.5% 2.14% 69.2% 423 6.86%
AI
4412
Auour Investments
Massachusetts
$269M -$2.47M -0.9% 0.88% 35.5% 82 7.32%
SM
4413
Samjo Management
New York
$268M -$15.8M -6% 1.47% 58 13.79%
NFSG
4414
Newbridge Financial Services Group
Florida
$268M +$39.4M +17% 7.27% 115% 1,257 19.97%
WWM
4415
Westwood Wealth Management
California
$268M +$63.9M +31% 22.2% 254% 43 6.98%
FCAM
4416
First Citizens Asset Management
North Carolina
$268M +$4.24M +2% 1.28% 44.2% 33 0%
HKIM
4417
Hayek Kallen Investment Management
Alabama
$268M +$7.27M +3% 4.27% 68.5% 95 5.26%
BFA
4418
BBJS Financial Advisors
Washington
$268M -$12.2M -4% 2.48% 189 36.51%
SCM
4419
Seascape Capital Management
New Hampshire
$268M -$921K -0.3% 0.84% 111% 107 10.28%
SIA
4420
Sovereign Investment Advisors
Arizona
$268M -$21.7M -7% 0.4% 34.5% 34 2.94%
CAIMH
4421
Central Asset Investments & Management Holdings
Hong Kong
$268M +$145M +118% 19.1% 1,376% 67 55.22%
TFIPS
4422
Towarzystwo Funduszy Inwestycyjnych PZU SA
$268M +$31.8M +13% 7.48% 589 6.96%
BFA
4423
Beacon Financial Advisory
Ohio
$268M +$62.2M +30% 2.1% 53.5% 298 21.48%
NIM
4424
Nicollet Investment Management
Minnesota
$268M -$3.17M -1% 5.38% 82% 70 5.71%
CYG
4425
Clean Yield Group
Vermont
$268M +$10.7M +4% 3.42% 44.8% 404 14.6%