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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
YCM
4801
Yaupon Capital Management
New York
$170M -$11.2M -6% 2.87% 106% 89 71.91%
BCM
4802
Brookmont Capital Management
Texas
$170M +$4.25M +3% 1.33% 36.6% 58 8.62%
I2I
4803
Insight 2811 Inc
Illinois
$169M -$8.04M -5% 0.43% 22.2% 87 20.69%
APSI
4804
Asset Planning Services Inc
Louisiana
$169M -$3.62M -2% 1.91% 113% 39 0%
TI
4805
Truehand Inc
New Hampshire
$169M -$525K -0.3% 1.21% 86.9% 200 4%
KA
4806
Kozak & Associates
Colorado
$169M 0.73% 97.4% 333
FF
4807
Friedenthal Financial
New Jersey
$169M +$2.24M +1% 0.84% 111% 79 29.11%
NEPPG
4808
New England Professional Planning Group
Rhode Island
$169M +$2.97M +2% 1.75% 47.1% 55 18.18%
RWRC
4809
R.W. Roge & Company
New York
$169M +$9.14M +6% 0.08% 57.7% 44 13.64%
JPLA
4810
Joseph P. Lucia & Associates
New York
$169M +$1.43M +0.9% 0.82% 58.2% 639 10.49%
WA1
4811
Wimmer Associates 1
California
$169M -$1.76M -1% 0.16% 69.4% 123 5.69%
FC
4812
Fusion Capital
South Carolina
$169M +$2.38M +1% 1.76% 73.5% 79 7.59%
BWM
4813
BNC Wealth Management
Oregon
$169M +$3.66M +2% 1.43% 193% 101 21.78%
WFC
4814
Western Financial Corp
California
$169M -$16.5M -9% 6.58% 260% 101 21.78%
SRA
4815
Summit Rock Advisors
New York
$169M -$83.8M -33% 2.65% 5 20%
HWA
4816
Hillcrest Wealth Advisors
New Jersey
$169M +$3.43M +2% 2.15% 55% 53 5.66%
VIM
4817
VCU Investment Management
Virginia
$168M -$1.35M -0.8% 0.76% 7 0%
CCC
4818
Cincinnati Casualty Company
Ohio
$168M +$192K +0.1% 0.42% 50.5% 27 0%
RCM
4819
Radnor Capital Management
Pennsylvania
$168M -$128M -43% 1.74% 86.6% 213 65.26%
LL
4820
LPWM LLC
Minnesota
$168M +$1.83M +1% 0.82% 54.3% 63 3.17%
MAM
4821
Miria Asset Management
Malta
$168M -$75.3M -31% 4.77% 265% 43 67.44%
PFA
4822
Plotkin Financial Advisors
Maryland
$168M -$12.6M -7% 0.72% 71.1% 106 16.98%
HWMG
4823
Hurlow Wealth Management Group
Indiana
$168M +$16.3M +11% 0.54% 47.2% 101 9.9%
MP
4824
Marlowe Partners
New York
$168M +$14.2M +9% 2.44% 16.3% 7 0%
CCMU
4825
Cheyne Capital Management (UK)
United Kingdom
$168M -$51.7M -24% 2.7% 35.6% 123 17.07%