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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
4601
Sterling Financial Planning
New Jersey
$332M +$14.7M +5% 2.85% 46.8% 121 4.96%
AIM
4602
Aspen Investment Management
Michigan
$332M +$73M +28% 2.92% 84.9% 182 20.88%
HA
4603
Hamel Associates
New Jersey
$332M +$6.56M +2% 4.8% 50.6% 88 18.18%
OAP
4604
One Advisory Partners
Kansas
$332M +$5.34M +2% 0.6% 54.2% 74 12.16%
IPW
4605
Intergy Private Wealth
Colorado
$331M +$11.8M +4% 2.26% 67.6% 122 15.57%
CCMI
4606
Creative Capital Management Investments
California
$331M +$18.5M +6% 2.01% 50.7% 319 20.06%
AGC
4607
ARP Global Capital
$331M 3.48% 28
HGA
4608
Hobbs Group Advisors
South Carolina
$331M +$10.1M +3% 2.55% 180 21.67%
CFCI
4609
Comprehensive Financial Consultants Institutional
Indiana
$331M +$8.49M +3% 2.27% 70.2% 197 9.14%
KFSC
4610
Keystone Financial Services (Colorado)
Colorado
$331M +$8.59M +3% 2.3% 52.9% 136 16.91%
BBNB
4611
Baker Boyer National Bank
Washington
$331M +$30.2M +10% 2.57% 44.7% 94 14.89%
PA
4612
PFW Advisors
Georgia
$331M -$7M -2% 0.85% 133 12.03%
3F
4613
360 Financial
Minnesota
$331M +$20M +6% 1.62% 56.6% 94 27.66%
GJWM
4614
Gilliland Jeter Wealth Management
Arkansas
$331M +$6.83M +2% 3.05% 182 9.89%
FCMV
4615
Foresite Capital Management VI
California
$331M +$72M +28% 25.2% 15 40%
GMA
4616
Glassy Mountain Advisors
Maryland
$331M -$1.48M -0.4% 3.01% 91.5% 83 12.05%
HAC
4617
Harbor Advisory Corp
New Hampshire
$331M -$7.58M -2% 3.91% 49.2% 83 9.64%
CCM
4618
Consolidated Capital Management
California
$331M +$48.2M +17% 2.48% 159% 86 46.51%
RCA
4619
Riverview Capital Advisers
Massachusetts
$330M -$15.3M -4% 1.29% 57.5% 101 12.87%
SIMC
4620
Squire Investment Management Company
Utah
$330M +$23.5M +8% 2.92% 74 8.11%
SJL
4621
Shayne & Jacobs LLC
Tennessee
$330M +$7.31M +2% 3.35% 73.4% 97 3.09%
AFS
4622
Aft Forsyth & Sober
Florida
$330M +$7.62M +2% 1.45% 77.3% 59 6.78%
CCM
4623
Carmel Capital Management
California
$330M +$1.04M +0.3% 5.73% 265% 25 8%
HZ
4624
Hixon Zuercher
Ohio
$330M +$1.27M +0.4% 2.94% 87.5% 92 9.78%
YRHAM
4625
Yong Rong (HK) Asset Management
Hong Kong
$330M -$159M -32% 23.5% 3,176% 33 66.67%