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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
SFP
4501
Strategic Financial Partners
Oregon
$121M +$26.6M +28% 13.6% 43% 68 23.53%
BGC
4502
Birch Grove Capital
New York
$121M +$50.7M +73% 5.21% 2.66% 45 68.89%
IVM
4503
InterWest Venture Management
California
$121M +$25.9M +27% 61.5% 57.6% 12 8.33%
FFG
4504
Fullen Financial Group
Ohio
$121M 13.6% 28.4% 51
VIA
4505
Vantis Investment Advisers
Florida
$121M +$96.8M +408% 21.5% 39.6% 19 94.74%
3F
4506
360 Financial
Minnesota
$121M +$25.2M +26% 21.2% 56.6% 70 25.71%
DFG
4507
Demars Financial Group
Washington
$121M +$24.8M +26% 14.6% 60.9% 69 36.23%
AA
4508
Auxano Advisors
Washington
$120M +$10.8M +10% 25.8% 80.2% 42 11.9%
MIM
4509
Moseley Investment Management
Florida
$120M +$35.3M +41% 30.9% 96.6% 136 22.06%
WG
4510
Watchman Group
Texas
$120M +$23.4M +24% 24.9% 48.9% 84 20.24%
VP
4511
venBio Partners
California
$120M +$2.93M +2% 22.1% 648% 6 33.33%
EF
4512
Exeter Financial
Arizona
$120M +$13.9M +13% 16.5% 50.4% 68 2.94%
CGI
4513
Cougar Global Investments
Ontario, Canada
$120M -$423K -0.4% 9.56% 17.4% 24 50%
SFS
4514
Searcy Financial Services
Kansas
$120M +$49.5M +70% 18.3% 58.5% 15 26.67%
LIM
4515
Lagoda Investment Management
New York
$120M +$35.6M +42% 43.1% 193% 30 10%
WAOTB
4516
Wealth Advisors of Tampa Bay
Florida
$120M +$30.7M +34% 17% 73.5% 69 10.14%
BEI
4517
Benjamin Edwards Inc
Missouri
$120M +$23.5M +24% 15.7% 66.5% 402 18.66%
KJWM
4518
Kiley Juergens Wealth Management
Washington
$120M +$22.8M +24% 21.1% 93.3% 49 16.33%
HIC
4519
Harbor Island Capital
Massachusetts
$120M +$16M +15% 22.4% 132% 17 11.76%
ACM
4520
Ayrshire Capital Management
Connecticut
$120M +$20.4M +21% 22.9% 78.4% 66 13.64%
HGWM
4521
Harvest Group Wealth Management
Massachusetts
$120M +$20.4M +21% 17% 28.1% 967 26.06%
CAM
4522
Concorde Asset Management
Michigan
$120M +$22.3M +23% 14.5% 136 36.76%
WLPWM
4523
Walled Lake Planning & Wealth Management
Illinois
$119M +$10.1M +9% 15.8% 51.7% 386 15.28%
JAWM
4524
J. Arnold Wealth Management
Ohio
$119M +$85.2M +249% 31.1% 46.2% 69 56.52%
CFGF
4525
Compass Financial Group (Florida)
Florida
$119M +$36.1M +43% 13.8% 36.3% 19 21.05%