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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
CWM
4476
Centric Wealth Management
Illinois
$133M -$58.1M -30% 22% 36.2% 169 47.34%
CA
4477
Centerpoint Advisors
Massachusetts
$133M +$9.23M +7% 7.42% 61.2% 290 20.69%
EP
4478
EPIQ Partners
Minnesota
$133M +$23.2M +21% 6.87% 44.3% 77 19.48%
SP
4479
SCF Partners
Texas
$133M -$28.7M -18% 15.9% 2.1% 4 0%
OFG
4480
OmniStar Financial Group
North Carolina
$133M +$11.6M +10% 7.2% 67.1% 126 20.63%
UFF
4481
USA Financial Formulas
Michigan
$133M -$2.04M -2% 13.2% 78% 375 40.27%
SV
4482
Sturgeon Ventures
United Kingdom
$132M +$9.75M +8% 14.1% 85.9% 41 12.2%
RCF
4483
Rainwater Charitable Foundation
Texas
$132M -$14.4M -10% 8.32% 40.2% 4 25%
MFG
4484
Monte Financial Group
Connecticut
$132M +$5.85M +5% 8.67% 55% 58 1.72%
CAM
4485
Caprin Asset Management
Virginia
$132M +$2.57M +2% 0.33% 7.87% 20 5%
LFWA
4486
LBJ Family Wealth Advisors
Texas
$132M +$7.56M +6% 6.55% 59% 19 0%
PC
4487
Pecaut & Co
Iowa
$132M +$4.26M +3% 13.8% 65.2% 66 16.67%
AA
4488
Alta Advisers
United Kingdom
$132M +$4.08M +3% 3.67% 78.9% 4 0%
LC
4489
Landaas & Company
Wisconsin
$132M +$6.01M +5% 7.66% 60.3% 57 7.02%
RPG
4490
Resource Planning Group
Georgia
$132M -$1.92M -1% 4.32% 1.9% 61 11.48%
OAP
4491
One Advisory Partners
Kansas
$132M +$7.79M +6% 5.52% 54.2% 28 17.86%
EIA
4492
Eastover Investment Advisors
North Carolina
$132M +$10.6M +9% 8.14% 102% 49 8.16%
MF
4493
Manchester Financial
California
$132M +$8.46M +7% 12.7% 67.5% 632 18.2%
VAM
4494
Verity Asset Management
North Carolina
$131M +$22.9M +21% 5.51% 68.4% 153 24.84%
FFG
4495
Fullen Financial Group
Ohio
$131M +$10.7M +9% 4.44% 28.4% 55 7.27%
PP
4496
Professional Planning
California
$131M -$56.3M -30% 12.9% 99.9% 116 70.69%
DFG
4497
Demars Financial Group
Washington
$131M +$10.7M +9% 8.65% 60.9% 64 7.81%
EPM
4498
Equitec Proprietary Markets
Illinois
$131M 19.3% 527% 93
OCM
4499
Orleans Capital Management
Louisiana
$131M +$8.67M +7% 10% 67.9% 85 15.29%
VIM
4500
Vista Investment Management
Pennsylvania
$131M +$14.6M +13% 6.16% 42.4% 144 10.42%