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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
4926
Harvest Group Wealth Management
Massachusetts
$170M +$2.24M +1% 1.46% 28.1% 73 26.03%
MCM
4927
McMillion Capital Management
North Carolina
$170M -$13.5M -7% 0.72% 59.3% 86 9.3%
CAG
4928
Compass Advisory Group
New York
$170M +$8.82M +5% 0.26% 49.2% 55 14.55%
FSCP
4929
Franklin Street Capital Partners
New York
$170M +$52M +44% 3.56% 48 43.75%
DFG
4930
Demars Financial Group
Washington
$170M +$3.51M +2% 1.49% 59.6% 98 27.55%
YCM
4931
Yaupon Capital Management
New York
$170M -$11.2M -6% 2.87% 122% 89 71.91%
BCM
4932
Brookmont Capital Management
Texas
$170M +$4.25M +3% 1.33% 36.6% 58 8.62%
I2I
4933
Insight 2811 Inc
Illinois
$169M -$8.04M -5% 0.43% 30.8% 87 20.69%
APSI
4934
Asset Planning Services Inc
Louisiana
$169M -$3.62M -2% 1.91% 117% 39 0%
TI
4935
Truehand Inc
New Hampshire
$169M -$525K -0.3% 1.21% 86.9% 200 4%
KA
4936
Kozak & Associates
Colorado
$169M 0.73% 97.4% 333
FF
4937
Friedenthal Financial
New Jersey
$169M +$2.24M +1% 0.84% 111% 79 29.11%
NEPPG
4938
New England Professional Planning Group
Rhode Island
$169M +$2.97M +2% 1.75% 59% 55 18.18%
RWRC
4939
R.W. Roge & Company
New York
$169M +$9.14M +6% 0.08% 68.1% 44 13.64%
JPLA
4940
Joseph P. Lucia & Associates
New York
$169M +$1.43M +0.9% 0.82% 74.3% 639 10.49%
WA1
4941
Wimmer Associates 1
California
$169M -$1.76M -1% 0.16% 78.9% 123 5.69%
FC
4942
Fusion Capital
South Carolina
$169M +$2.38M +1% 1.76% 100% 79 7.59%
BWM
4943
BNC Wealth Management
Oregon
$169M +$3.66M +2% 1.43% 193% 101 21.78%
WFC
4944
Western Financial Corp
California
$169M -$16.5M -9% 6.58% 260% 101 21.78%
SRA
4945
Summit Rock Advisors
New York
$169M -$83.8M -33% 2.65% 5 20%
HWA
4946
Hillcrest Wealth Advisors
New Jersey
$169M +$3.43M +2% 2.15% 55% 53 5.66%
VIM
4947
VCU Investment Management
Virginia
$168M -$1.35M -0.8% 0.76% 7 0%
CCC
4948
Cincinnati Casualty Company
Ohio
$168M +$192K +0.1% 0.42% 56% 27 0%
RCM
4949
Radnor Capital Management
Pennsylvania
$168M -$128M -43% 1.74% 86.6% 213 65.26%
LL
4950
LPWM LLC
Minnesota
$168M +$1.83M +1% 0.82% 54.3% 63 3.17%