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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
PSF
4876
Pacific Sun Financial
California
$174M 1.9% 70.3% 174
SFG
4877
Sovereign Financial Group
Connecticut
$174M +$8.7M +5% 0.58% 90.7% 192 25.52%
LC
4878
Landaas & Company
Wisconsin
$174M -$4.93M -3% 0.62% 60.3% 77 5.19%
OCPWS
4879
One Charles Private Wealth Services
Massachusetts
$174M +$24.4M +16% 7.35% 99.7% 126 15.08%
LB
4880
Legacy Bridge
Iowa
$173M -$3.34M -2% 0.34% 225% 312 10.26%
HI
4881
Harrington Investments
California
$173M +$4.41M +3% 1.22% 92.5% 84 9.52%
CAM
4882
Concorde Asset Management
Michigan
$173M -$4.8M -3% 3.98% 220 23.64%
SJL
4883
Shayne & Jacobs LLC
Tennessee
$173M -$5.06M -3% 0.62% 73.4% 37 2.7%
AF
4884
Apexium Financial
Texas
$173M +$12.1M +7% 0.11% 89.6% 91 13.19%
SSW
4885
Smith Shellnut Wilson
Mississippi
$173M +$957K +0.6% 0.37% 90.2% 177 19.77%
MMHP
4886
Murphy Middleton Hinkle & Parker
Georgia
$173M -$6.34M -4% 1.57% 61.7% 142 2.82%
ICM
4887
IMS Capital Management
Oregon
$173M +$3.32M +2% 1.22% 119% 146 19.18%
DLHL
4888
Donald L. Hagan LLC
Florida
$173M +$2.94M +2% 2.19% 47.9% 103 15.53%
RH
4889
RFG Holdings
Texas
$173M +$3.01M +2% 1.56% 72.3% 36 36.11%
CWM
4890
CCG Wealth Management
California
$173M +$44M +34% 0.25% 82.6% 117 33.33%
SIM
4891
Spark Investment Management
New York
$173M -$9.73M -5% 8.46% 459% 45 28.89%
SL
4892
SWMG LLC
Texas
$172M +$2.44M +1% 1.28% 61.3% 68 20.59%
BWP
4893
Bernardo Wealth Planning
Pennsylvania
$172M +$5.55M +3% 0.08% 50.7% 81 11.11%
MA
4894
Minerva Advisors
Pennsylvania
$172M -$17.3M -9% 4.28% 166% 74 6.76%
OPWM
4895
Oxinas Partners Wealth Management
Indiana
$172M -$2.67M -2% 0.76% 91.4% 178 29.21%
STAS
4896
Strong Tower Advisory Services
Minnesota
$172M 0.8% 131% 102
CFG
4897
CMC Financial Group
Georgia
$172M -$4.03M -2% 2.02% 102% 32 28.13%
WCH
4898
Willoughby Capital Holdings
Connecticut
$172M 22% 1
VIP
4899
Viewpoint Investment Partners
Alberta, Canada
$172M +$19.7M +13% 0.91% 31.9% 14 21.43%
KC
4900
Kadensa Capital
Hong Kong
$171M +$106M +162% 9.57% 191% 16 68.75%