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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
RC
4701
Rovin Capital
Arizona
$116M 8.08% 63.8% 45
PP
4702
Professional Planning
California
$115M +$21.4M +23% 9.93% 99.9% 39 23.08%
ARM
4703
Adirondack Research & Management
New York
$115M +$863K +0.8% 10.6% 47.8% 105 24.76%
HFS
4704
HBC Financial Services
Washington
$115M 5.94% 12.6% 172
MIC
4705
MU Investments Company
Japan
$115M -$51M -31% 9.35% 40.4% 28 21.43%
LAIC
4706
Lederer & Associates Investment Counsel
California
$115M +$10.5M +10% 8.5% 75.5% 92 7.61%
DLHL
4707
Donald L. Hagan LLC
Florida
$115M -$6.73M -6% 4.38% 47.9% 104 29.81%
TWM
4708
TLW Wealth Management
Florida
$115M +$8.44M +8% 9.43% 82.1% 31 22.58%
SEEDPG
4709
S.E.E.D. Planning Group
New York
$115M 8.33% 50.4% 53
TF
4710
TRH Financial
Iowa
$115M 7.5% 72
SG
4711
Somerset Group
Minnesota
$115M -$2.65M -2% 5.99% 68.2% 74 12.16%
RCM
4712
Red Cedar Management
Utah
$115M +$21.8M +23% 12.9% 17 17.65%
LWMM
4713
Legacy Wealth Management (Mississippi)
Mississippi
$115M 7.93% 89.1% 103
EWM
4714
Elmwood Wealth Management
California
$115M +$15.9M +16% 6.44% 37.6% 276 71.74%
AC
4715
Almitas Capital
California
$115M +$21.3M +23% 2.97% 85.9% 72 45.83%
BCM
4716
Banyan Capital Management
Georgia
$115M +$9.21M +9% 12.3% 52.7% 19 0%
AFM
4717
Andesa Financial Management
Pennsylvania
$115M +$11.3M +11% 6.95% 73.6% 111 18.92%
HGWM
4718
Harvest Group Wealth Management
Massachusetts
$115M +$33.2M +41% 3.86% 28.1% 1,119 18.41%
SFG
4719
Sunburst Financial Group
Alabama
$115M 6.75% 50.7% 64
GRIM
4720
Greenhaven Road Investment Management
Connecticut
$114M 10.9% 76.8% 16
TA
4721
Townsend & Associates
Colorado
$114M +$9.65M +9% 5.88% 54.1% 74 6.76%
RA
4722
Resource America
New York
$114M -$19.1M -14% 0.05% 12.2% 29 17.24%
BSA
4723
Bull Street Advisors
Georgia
$114M +$6.81M +6% 6.13% 38.6% 88 2.27%
FI
4724
Financial Insights
Washington
$114M +$9.64M +9% 5.94% 62.1% 81 16.05%
HA
4725
Havens Advisors
New York
$114M +$4.13M +4% 34.2% 460% 45 71.11%