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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
GFPC
4451
Global Financial Private Client
Florida
$174M -$3.52M -2% 4.21% 90.4% 684 8.33%
II
4452
INCA Investments
Florida
$173M -$5.67M -3% 3.79% 128% 13 23.08%
CSWM
4453
Cassady Schiller Wealth Management
Ohio
$173M -$16.9M -9% 9.12% 21.8% 110 11.82%
P
4454
&Partners
Tennessee
$173M -$273K -0.2% 5.46% 62.7% 200 12.5%
JP
4455
JNE Partners
United Kingdom
$173M +$19.7M +13% 4.46% 98.6% 15 20%
CPC
4456
Congress Park Capital
New York
$173M +$8.11M +5% 1.45% 95.6% 145 20%
NCM
4457
Northwest Capital Management
Oregon
$173M -$18.3M -10% 5.91% 57% 98 16.33%
AWA
4458
Aquire Wealth Advisors
Utah
$172M +$930K +0.5% 6.34% 43.4% 35 5.71%
ZCM
4459
Zenyatta Capital Management
Delaware
$172M +$40.8M +31% 0.44% 59 61.02%
NG
4460
NatWest Group
United Kingdom
$172M -$3.98M -2% 4.07% 186% 56 23.21%
IFA
4461
Interactive Financial Advisors
Illinois
$172M -$26.7M -13% 4.9% 37.7% 174 13.22%
EF
4462
Exeter Financial
Arizona
$172M -$7.06M -4% 5.06% 50.4% 89 4.49%
KFSC
4463
Keystone Financial Services (Colorado)
Colorado
$172M -$11.7M -6% 6.46% 52.9% 85 11.76%
BAM
4464
Bullseye Asset Management
Colorado
$172M -$5.37M -3% 4.15% 55% 90 6.67%
KCM
4465
Kendall Capital Management
Maryland
$172M -$9.72M -5% 5.42% 84.4% 176 8.52%
WMS
4466
Wealth Management Solutions
Pennsylvania
$172M -$6.04M -3% 5.58% 99 20.2%
CWAF
4467
Core Wealth Advisors (Florida)
Florida
$172M +$8.97M +6% 6.08% 48.8% 241 15.77%
HWMG
4468
Hurlow Wealth Management Group
Indiana
$171M -$2.13M -1% 5.9% 47.2% 95 4.21%
SAM
4469
Selway Asset Management
$171M -$9M -5% 4.15% 36.5% 160 55.63%
WHAM
4470
Windmill Hill Asset Management
United Kingdom
$171M -$22.3M -12% 4.15% 86.6% 23 21.74%
AA
4471
Argent Advisors
Louisiana
$171M -$6.45M -4% 6% 51.7% 136 12.5%
DFA
4472
DHJJ Financial Advisors
Illinois
$171M -$7.68M -4% 4.12% 56.7% 132 6.06%
BLC
4473
Brown, Lisle/Cummings
Rhode Island
$171M -$9.41M -5% 5.86% 61.8% 518 9.27%
AUIM
4474
Aegon USA Investment Management
Iowa
$171M -$14.5M -8% 3.54% 39.9% 48 10.42%
CCM
4475
Crabel Capital Management
California
$171M -$19.3M -10% 30.2% 22.7% 93 77.42%