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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
BMC
4726
Beaton Management Company
Massachusetts
$112M +$12.3M +12% 17.3% 95.9% 117 17.09%
RWB
4727
RMR Wealth Builders
New Jersey
$112M 23.2% 81.6% 448
UOMF
4728
University of Massachusetts Foundation
Massachusetts
$112M -$84.2M -43% 18.2% 53.6% 6 33.33%
CIA
4729
Compass Ion Advisors
Pennsylvania
$112M +$1.16M +1% 16.6% 68.9% 62 33.87%
NPP
4730
New Potomac Partners
Maryland
$112M +$20.4M +22% 19.8% 37.2% 140 10%
MCM
4731
Maxim Capital Management
California
$112M +$15.5M +16% 11.7% 40 12.5%
GSC
4732
G&S Capital
Colorado
$112M +$54.7M +96% 12.1% 77.2% 212 76.89%
HFG
4733
Heron Financial Group
New York
$112M +$14.4M +15% 20.1% 47.5% 123 13.82%
YMRC
4734
Yorktown Management & Research Company
Virginia
$112M +$12.7M +13% 28.1% 223% 340 56.18%
TFA
4735
TPG Financial Advisors
Oregon
$112M +$10.7M +11% 14.7% 49 38.78%
PCAP
4736
Pratt Collard Advisory Partners
New York
$111M +$12M +12% 17.1% 91.7% 97 13.4%
HFS
4737
HBC Financial Services
Washington
$111M +$23.1M +26% 20.6% 12.6% 178 17.98%
IRAG
4738
Investment Research & Advisory Group
Georgia
$111M +$3.51M +3% 23.9% 88.6% 158 9.49%
HC
4739
Hillman Company
Pennsylvania
$111M -$38.5M -26% 34% 134% 9 33.33%
PCM
4740
Pointe Capital Management
Michigan
$111M +$8.45M +8% 16.7% 62.6% 142 15.49%
JPLA
4741
Joseph P. Lucia & Associates
New York
$111M +$21.2M +24% 23.7% 74.3% 522 14.56%
PSF
4742
Pacific Sun Financial
California
$111M +$23.8M +27% 23.8% 70.3% 141 12.77%
MCA
4743
Morris Capital Advisors
Pennsylvania
$111M +$17.4M +19% 26.1% 72.9% 64 9.38%
ICMP
4744
Integrated Capital Management (Pennsylvania)
Pennsylvania
$111M +$11M +11% 11.9% 38.3% 50 14%
ATWA
4745
Arbor Trust Wealth Advisors
Michigan
$111M +$16M +17% 18.8% 63.8% 84 5.95%
RCC
4746
Red Cedar Capital
Nebraska
$111M +$10.8M +11% 12.9% 43% 147 2.72%
AF
4747
Apexium Financial
Texas
$110M +$35M +46% 21.5% 89.6% 85 40%
LAM
4748
L2 Asset Management
Massachusetts
$110M +$21.4M +24% 27.1% 128% 80 35%
OCM
4749
Orser Capital Management
Texas
$110M +$39.4M +56% 20.8% 122% 66 27.27%
MFP
4750
Meridian Financial Partners
Virginia
$110M +$17.8M +19% 14.6% 73.1% 64 28.13%