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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
NEPPG
4976
New England Professional Planning Group
Rhode Island
$166M -$12.4M -7% 4.75% 59% 43 11.63%
WIP
4977
WealthCare Investment Partners
Rhode Island
$165M +$18.5M +13% 3.62% 47.9% 132 17.42%
MS
4978
Marshall & Sullivan
Washington
$165M +$5.67M +4% 6.44% 82% 96 59.38%
SCM
4979
Sitrin Capital Management
California
$165M +$8.08M +5% 9.33% 97% 40 7.5%
RPCA
4980
Running Point Capital Advisors
California
$165M +$2.27M +1% 7.45% 52.1% 215 34.42%
TL
4981
Tradewinds LLC
North Carolina
$165M +$9.87M +6% 5.16% 232 95.69%
PCMK
4982
Paragon Capital Management (Kansas)
Kansas
$165M +$4.47M +3% 6.1% 75.8% 52 1.92%
CC
4983
Constitution Capital
Connecticut
$165M +$3M +2% 6.66% 70.2% 70 10%
EP
4984
Essential Planning
New Hampshire
$165M +$34.6M +27% 4.2% 32.7% 55 27.27%
LAM
4985
Lapides Asset Management
Connecticut
$165M -$22.7M -12% 2.47% 63% 53 9.43%
SWM
4986
Silverlake Wealth Management
Vermont
$165M +$4.53M +3% 4.78% 54.9% 223 8.07%
HSWM
4987
Hubbell Strickland Wealth Management
Louisiana
$165M +$401K +0.2% 4.06% 56.8% 68 7.35%
SF
4988
Safeguard Financial
Wisconsin
$165M +$25.1M +18% 6.58% 21.9% 81 30.86%
RPCONE
4989
Retirement Planning Company of New England
Rhode Island
$165M +$11.5M +7% 8.91% 90.1% 240 10%
DCM
4990
Davidson Capital Management
Texas
$165M +$18.9M +13% 6.01% 79.2% 159 50.31%
UHC
4991
Union Heritage Capital
Michigan
$165M +$677K +0.4% 6.38% 69.2% 53 7.55%
SWM
4992
Seaside Wealth Management
California
$165M +$13.3M +9% 5.29% 42.9% 49 8.16%
SSW
4993
Smith Shellnut Wilson
Mississippi
$165M +$2.57M +2% 5.22% 92.2% 135 8.15%
AFS
4994
Access Financial Services
Minnesota
$165M +$727K +0.4% 3.92% 44.8% 89 10.11%
GI
4995
Glovista Investments
New Jersey
$165M -$36.8M -18% 4.85% 2.48% 53 35.85%
CB
4996
CNB Bank
Pennsylvania
$164M +$4.35M +3% 4.95% 79.1% 499 11.82%
HCM
4997
Hutner Capital Management
Vermont
$164M +$2.86M +2% 1.09% 53.7% 44 0%
PWS
4998
Paragon Wealth Strategies
Florida
$164M +$80.8M +97% 8.28% 59.8% 254 88.58%
DAL
4999
Delta Accumulation LLC
California
$164M +$67.9M +70% 10.2% 56.3% 153 44.44%
PFA
5000
Pinnacle Family Advisors
Missouri
$164M +$24.3M +17% 11.8% 77.3% 110 30%