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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 Avg Holding
Period (Yrs)
HCM
4426
Hall Capital Management
Rhode Island
$117M +$2.29M +2% 4.46% – 85 3.53% 3.5
DRS
4427
Deane Retirement Strategies
Louisiana
$117M +$2.49M +2% 4.49% 73.4% 55 10.91% 2.2
SCM
4428
Stumpf Capital Management
Arizona
$117M +$20.3M +21% 1.16% 44.5% 15 33.33% 1.2
LFGH
4429
Lee Financial Group Hawaii
Hawaii
$117M +$9.59M +9% 5.06% 12.9% 36 22.22% 1
LTI
4430
Laffer Tengler Investments
Tennessee
$117M -$255M -69% 1.21% 96.5% 195 52.82% 1.7
MI
4431
M3F Inc
Utah
$117M +$4.14M +4% 4.66% 176% 41 41.46% 1.6
EGWAG
4432
Elwood & Goetz Wealth Advisory Group
Georgia
$117M +$7.83M +7% 2.04% 58.2% 29 3.45% 0.5
FF
4433
Friedenthal Financial
New Jersey
$117M -$260K -0.2% 2.35% 111% 71 35.21% 1.7
MCG
4434
MACRO Consulting Group
New Jersey
$116M +$12M +11% 3.93% – 62 25.81% 0.4
BMA
4435
Brooks Moore & Associates
Tennessee
$116M +$6.83M +6% 2.7% 63.7% 96 6.25% 0.5
AMAL
4436
Asset Management Advisors LLC
Oklahoma
$116M -$3.02M -3% 5.16% 124% 28 21.43% 3.2
AM
4437
Account Management
Massachusetts
$116M +$5.58M +5% 6.02% 87.4% 23 4.35% 3.8
SWMG
4438
Sanchez Wealth Management Group
Florida
$116M +$4M +4% 3.73% 56.9% 25 4% 1.1
ADBIC
4439
A.D. Beadell Investment Counsel
Wisconsin
$116M +$3.17M +3% 3.97% 83.3% 86 6.98% 3.3
PKC
4440
Palmer Knight Company
Florida
$116M +$7.72M +7% 5.87% 78.9% 25 8% 0.5
RMCP
4441
Red Mountain Capital Partners
California
$116M -$22.5M -16% 7.56% 37.4% 6 0% 5.4
NR
4442
Newfound Research
Massachusetts
$116M -$21.8M -16% 3.14% 54.6% 236 11.44% 1.7
DLHL
4443
Donald L. Hagan LLC
Florida
$116M +$338K +0.3% 0.42% 47.9% 110 30% 1.7
DCCA
4444
D.C. Capital Advisors
New York
$116M -$21.2M -15% 4.29% 59.9% 20 10% 2.6
SCM
4445
Sterneck Capital Management
Missouri
$115M +$978K +0.9% 2.9% 61.5% 84 10.71% 3.5
CIP
4446
Capital Insight Partners
Arizona
$115M +$4.4M +4% 4.67% 51.7% 80 10% 2.4
EAM
4447
Eukles Asset Management
Ohio
$115M +$5.39M +5% 6.15% 77.2% 173 10.98% 0.4
GIM
4448
Guardian Investment Management
California
$115M -$518K -0.4% 2.03% 89.7% 58 5.17% 3.9
SBA
4449
Secrest Blakey & Associates
North Carolina
$115M +$11.8M +11% 2.59% 19.4% 137 14.6% 1
GSM
4450
Global Strategic Management
Puerto Rico
$115M +$8.54M +8% 8.36% – 36 27.78% 0.4