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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 Avg Holding
Period (Yrs)
Engrave Wealth Partners
4726
Engrave Wealth Partners
Texas
$112M +$27.5M +32% 21.6% 39.9% 515 20.58% 0.4
RMSCM
4727
R.M. Sincerbeaux Capital Management
New York
$112M +$11.5M +11% 25.8% 76.4% 47 10.64% 5.4
MS
4728
Madden Securities
Texas
$112M – – 28.3% 92.2% 98 – 0.4
Beaton Management Company
4729
Beaton Management Company
Massachusetts
$112M +$12.4M +12% 17.3% 95.9% 117 17.09% 2.4
RMR Wealth Builders
4730
RMR Wealth Builders
New Jersey
$112M – – 23.2% 91.7% 448 – 0.4
University of Massachusetts Foundation
4731
University of Massachusetts Foundation
Massachusetts
$112M -$84.2M -43% 18.2% 53.6% 6 33.33% 0.5
Compass Ion Advisors
4732
Compass Ion Advisors
Pennsylvania
$112M +$1.16M +1% 16.6% 75.6% 62 33.87% 0.3
New Potomac Partners
4733
New Potomac Partners
Maryland
$112M +$20.4M +22% 19.8% 37.2% 140 10% 2.1
MCM
4734
Maxim Capital Management
California
$112M +$15.5M +16% 11.7% – 40 12.5% 0.9
G&S Capital
4735
G&S Capital
Colorado
$112M +$54.7M +96% 12.1% 85.6% 212 76.89% 1.4
Heron Financial Group
4736
Heron Financial Group
New York
$112M +$14.4M +15% 20.1% 47.5% 123 13.82% 0.4
Yorktown Management & Research Company
4737
Yorktown Management & Research Company
Virginia
$112M +$12.7M +13% 28.1% 223% 340 56.18% 1
TPG Financial Advisors
4738
TPG Financial Advisors
Oregon
$112M +$10.7M +11% 14.7% – 49 38.78% 1.1
Pratt Collard Advisory Partners
4739
Pratt Collard Advisory Partners
New York
$111M +$12M +12% 17.1% 91.7% 97 13.4% 2.1
HBC Financial Services
4740
HBC Financial Services
Washington
$111M +$23.1M +26% 20.6% 12.6% 178 17.98% 0.4
Investment Research & Advisory Group
4741
Investment Research & Advisory Group
Georgia
$111M +$3.51M +3% 23.9% 105% 158 9.49% 0.5
Hillman Company
4742
Hillman Company
Pennsylvania
$111M -$38.5M -26% 34% 134% 9 33.33% 2.6
Pointe Capital Management
4743
Pointe Capital Management
Michigan
$111M +$8.45M +8% 16.7% 62.6% 142 15.49% 2.7
JPLA
4744
Joseph P. Lucia & Associates
New York
$111M +$21.2M +24% 23.7% 74.3% 522 14.56% 1
Pacific Sun Financial
4745
Pacific Sun Financial
California
$111M +$23.8M +27% 23.8% 70.3% 141 12.77% 1.8
Morris Capital Advisors
4746
Morris Capital Advisors
Pennsylvania
$111M +$17.4M +19% 26.1% 72.9% 64 9.38% 3.3
ICMP
4747
Integrated Capital Management (Pennsylvania)
Pennsylvania
$111M +$11M +11% 11.9% 39.7% 50 14% 0.8
Arbor Trust Wealth Advisors
4748
Arbor Trust Wealth Advisors
Michigan
$111M +$16M +17% 18.8% 63.8% 84 5.95% 0.5
Red Cedar Capital
4749
Red Cedar Capital
Nebraska
$111M +$10.8M +11% 12.9% 43% 147 2.72% 2.3
Apexium Financial
4750
Apexium Financial
Texas
$110M +$35M +46% 21.5% 89.6% 85 40% 0.5