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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
HBCM
4726
Heron Bay Capital Management
Michigan
$154M 17.4% 50.9% 71
CPC
4727
Consolidated Planning Corp
Georgia
$153M +$19.2M +14% 12.3% 82.3% 53 13.21%
LCM
4728
Leisure Capital Management
California
$153M +$19.8M +15% 14% 98% 138 16.67%
MFGM
4729
Marshall Financial Group (Maryland)
Maryland
$153M 10.1% 63.5% 122
ACMH
4730
Andar Capital Management (HK)
Hong Kong
$153M 57.6% 464% 17
APC
4731
Aristotle Pacific Capital
California
$153M 14.1% 1.3% 22
RH
4732
RFG Holdings
Texas
$153M 12.2% 51.3% 28
SJL
4733
Shayne & Jacobs LLC
Tennessee
$153M +$17.2M +13% 13.4% 73.4% 33 3.03%
GAM
4734
Grandview Asset Management
Pennsylvania
$153M +$29.7M +24% 12.8% 172% 120 28.33%
JWBC
4735
John W. Brooker & Co
California
$153M +$9.35M +7% 8.15% 38.4% 173 9.25%
PCM
4736
Pennsylvania Capital Management
Pennsylvania
$153M +$25.1M +20% 11.1% 70.6% 68 20.59%
PCM
4737
Perkins Capital Management
Minnesota
$153M +$44M +40% 46.6% 303% 109 22.02%
GCM
4738
Gunderson Capital Management
South Carolina
$153M +$37.4M +32% 26% 947% 61 50.82%
SFP
4739
Strategic Financial Partners
Oregon
$153M +$25M +20% 12% 43% 63 7.94%
GCA
4740
Genesee Capital Advisors
New York
$153M +$31.5M +26% 20.5% 71.5% 89 20.22%
OBWG
4741
Onyx Bridge Wealth Group
New York
$153M 11.4% 67.4% 75
AFM
4742
Andesa Financial Management
Pennsylvania
$153M -$89.6M -37% 12.1% 73.6% 137 19.71%
LCC
4743
Lincoln Capital Corp
Rhode Island
$152M +$15.7M +12% 12.1% 73.9% 60 18.33%
WMA
4744
Wealth Management Associates
New Jersey
$152M +$22.9M +18% 13.7% 111% 182 16.48%
SWM
4745
Sculati Wealth Management
Michigan
$152M +$18.7M +14% 13.8% 72.3% 109 5.5%
CP
4746
Columbus Point
United Kingdom
$152M 12.2% 15
TI
4747
Truehand Inc
New Hampshire
$152M +$13.5M +10% 10.9% 86.9% 217 1.38%
WFC
4748
Western Financial Corp
California
$152M 43.1% 260% 79
RS
4749
Retirement Solution
Washington
$152M 8.82% 52.9% 38
SAM
4750
Sequent Asset Management
Texas
$152M +$13.2M +10% 8.49% 51.3% 69 20.29%