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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 Avg Holding
Period (Yrs)
Milestone Advisory Partners
4926
Milestone Advisory Partners
North Carolina
$170M -$19.5M -10% 0% 19.7% 90 14.44% 1.6
Harvest Group Wealth Management
4927
Harvest Group Wealth Management
Massachusetts
$170M +$2.24M +1% 1.46% 28.1% 73 26.03% 0.8
MCM
4928
McMillion Capital Management
North Carolina
$170M -$13.5M -7% 0.72% 59.3% 86 9.3% 4.7
Compass Advisory Group
4929
Compass Advisory Group
New York
$170M +$8.82M +5% 0.26% 49.2% 55 14.55% 0.6
Franklin Street Capital Partners
4930
Franklin Street Capital Partners
New York
$170M +$52M +44% 3.56% – 48 43.75% 0.5
Demars Financial Group
4931
Demars Financial Group
Washington
$170M +$3.51M +2% 1.49% 69.1% 98 27.55% 1
Yaupon Capital Management
4932
Yaupon Capital Management
New York
$170M -$11.2M -6% 2.87% 122% 89 71.91% 0.3
Brookmont Capital Management
4933
Brookmont Capital Management
Texas
$170M +$4.25M +3% 1.33% 32.2% 58 8.62% 5.1
I2I
4934
Insight 2811 Inc
Illinois
$169M -$8.04M -5% 0.43% 30.8% 87 20.69% 3.4
APSI
4935
Asset Planning Services Inc
Louisiana
$169M -$3.62M -2% 1.91% 138% 39 0% 3.2
TI
4936
Truehand Inc
New Hampshire
$169M -$525K -0.3% 1.21% 86.9% 200 4% 2.4
Kozak & Associates
4937
Kozak & Associates
Colorado
$169M – – 0.73% 111% 333 – 0.2
Friedenthal Financial
4938
Friedenthal Financial
New Jersey
$169M +$2.24M +1% 0.84% 105% 79 29.11% 2.1
New England Professional Planning Group
4939
New England Professional Planning Group
Rhode Island
$169M +$2.97M +2% 1.75% 64.1% 55 18.18% 3
R.W. Roge & Company
4940
R.W. Roge & Company
New York
$169M +$9.14M +6% 0.08% 68.1% 44 13.64% 1.3
JPLA
4941
Joseph P. Lucia & Associates
New York
$169M +$1.43M +0.9% 0.82% 84% 639 10.49% 0.9
WA1
4942
Wimmer Associates 1
California
$169M -$1.76M -1% 0.16% 78.9% 123 5.69% 3.9
Fusion Capital
4943
Fusion Capital
South Carolina
$169M +$2.38M +1% 1.76% 108% 79 7.59% 1.3
BNC Wealth Management
4944
BNC Wealth Management
Oregon
$169M +$3.66M +2% 1.43% 204% 101 21.78% 0.7
Western Financial Corp
4945
Western Financial Corp
California
$169M -$16.5M -9% 6.58% 275% 101 21.78% 0.5
Summit Rock Advisors
4946
Summit Rock Advisors
New York
$169M -$83.8M -33% 2.65% – 5 20% 0.6
Hillcrest Wealth Advisors
4947
Hillcrest Wealth Advisors
New Jersey
$169M +$3.43M +2% 2.15% 58.7% 53 5.66% 1.9
VCU Investment Management
4948
VCU Investment Management
Virginia
$168M -$1.35M -0.8% 0.76% – 7 0% 2.8
Cincinnati Casualty Company
4949
Cincinnati Casualty Company
Ohio
$168M +$192K +0.1% 0.42% 56% 27 0% 5.8
Radnor Capital Management
4950
Radnor Capital Management
Pennsylvania
$168M -$128M -43% 1.74% 96.9% 213 65.26% 2.5