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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
HGWM
4826
Harvest Group Wealth Management
Massachusetts
$115M +$33.2M +41% 3.86% 28.1% 1,119 18.41%
SFG
4827
Sunburst Financial Group
Alabama
$115M 6.75% 50.7% 64
GRIM
4828
Greenhaven Road Investment Management
Connecticut
$114M 10.9% 70.2% 16
TA
4829
Townsend & Associates
Colorado
$114M +$9.65M +9% 5.88% 54.1% 74 6.76%
RA
4830
Resource America
New York
$114M -$19.1M -14% 0.05% 12.2% 29 17.24%
FP
4831
Factorial Partners
New York
$114M +$10.2M +10% 10.8% 80.1% 115 24.35%
LAM
4832
L2 Asset Management
Massachusetts
$114M 11.3% 128% 77
BSA
4833
Bull Street Advisors
Georgia
$114M +$6.81M +6% 6.13% 41.9% 88 2.27%
FI
4834
Financial Insights
Washington
$114M +$9.64M +9% 5.94% 71.9% 81 16.05%
HA
4835
Havens Advisors
New York
$114M +$4.13M +4% 34.2% 460% 45 71.11%
KJWM
4836
Kiley Juergens Wealth Management
Washington
$114M +$22.5M +25% 9.9% 106% 46 17.39%
ASA
4837
Armstrong Shaw Associates
Connecticut
$114M +$3.23M +3% 11.9% 51.2% 47 6.38%
TC
4838
Trust Company
Kansas
$114M +$7.85M +7% 8.17% 36.5% 334 17.37%
SGMP
4839
Spark Growth Management Partners
Massachusetts
$114M 5.27% 1
BWCS
4840
Beirne Wealth Consulting Services
Connecticut
$114M -$6.68M -6% 13.9% 75.4% 144 40.28%
PL
4841
Protective Life
Alabama
$113M +$342K +0.3% 0.13% 38.4% 15 6.67%
PSF
4842
Pacific Sun Financial
California
$113M +$7.45M +7% 7.16% 70.3% 143 6.29%
RCM
4843
Riverpark Capital Management
New York
$113M -$239M -68% 8.83% 152% 60 8.33%
KAM
4844
Kinney Asset Management
Illinois
$113M 11.4% 10.1% 3
TWP
4845
Tempus Wealth Planning
California
$113M 5.18% 89.9% 78
WGA
4846
Weather Gauge Advisory
Virginia
$113M +$6.5M +6% 6.24% 39.9% 89 2.25%
FCM
4847
Fortis Capital Management
Washington
$113M 7.81% 82% 70
AWM
4848
Apollon Wealth Management
South Carolina
$113M +$17.9M +19% 7.22% 87.5% 75 14.67%
RRWA
4849
Rainey & Randall Wealth Advisors
Florida
$113M +$12.6M +13% 4.57% 47.8% 26 19.23%
MCM
4850
Makena Capital Management
California
$113M 8.81% 78.7% 40