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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)
AFG
5026
Affinia Financial Group
Massachusetts
$166M +$5.48M +3% 6.53% 37.5% 33 12.12% 0.9
FCMI
5027
Foresite Capital Management I
California
$166M -$32.4M -16% 8.54% 40.7% 4 0% 2.7
NEPPG
5028
New England Professional Planning Group
Rhode Island
$166M +$2.74M +2% 6.53% 59% 60 23.33% 2.7
MAWCM
5029
Mine & Arao Wealth Creation & Management
California
$166M +$15.7M +10% 7.89% 92% 295 9.49% 1.2
AIA
5030
Armor Investment Advisors
North Carolina
$166M +$11.6M +8% 4.69% 56.6% 164 3.66% 3.2
BCM
5031
Brookmont Capital Management
Texas
$165M +$10.1M +7% 6.13% 36.6% 57 10.53% 5
SFG
5032
Sovereign Financial Group
Connecticut
$165M +$5.16M +3% 6.59% 90.7% 167 0% 0.4
SIAM
5033
Sterling Investment Advisors (Missouri)
Missouri
$165M +$7.38M +5% 4.12% 37.8% 28 7.14% 4.7
GAM
5034
Garrison Asset Management
Arkansas
$165M +$8.04M +5% 5.44% 52.1% 104 3.85% 5.1
HWA
5035
Hillcrest Wealth Advisors
New Jersey
$165M +$1.12M +0.7% 5.47% 55% 58 20.69% 1.7
SFS
5036
Searcy Financial Services
Kansas
$165M +$7.23M +5% 5.03% 60.2% 21 19.05% 1.4
BWM
5037
BNC Wealth Management
Oregon
$165M +$24.3M +17% 11.4% 193% 97 26.8% 0.5
SP
5038
Successful Portfolios
Florida
$165M +$13.3M +9% 6.4% 110% 208 7.69% 2.2
LM
5039
Lansing Management
New York
$165M +$22.4M +16% 11% 76.9% 7 14.29% 2.1
CCM
5040
Cribstone Capital Management
Maine
$165M +$12.9M +8% 6.97% 22.4% 370 9.46% 3
VWM
5041
Vigilare Wealth Management
Arizona
$165M +$23.9M +17% 8.22% 56.9% 223 19.73% 0.7
FIM
5042
FWL Investment Management
Texas
$165M +$16.2M +11% 8.9% 165% 51 13.73% 0.4
LFPWM
5043
Leicht Financial Planning & Wealth Management
New Jersey
$165M +$10.2M +7% 5.5% 46.3% 26 26.92% 0.8
AA
5044
Argent Advisors
Louisiana
$165M +$9.2M +6% 5.69% 63.1% 139 10.07% 1.1
MI
5045
Markston International
New York
$165M -$725M -81% 8.95% 109% 153 7.84% 6
AWS
5046
Arkfeld Wealth Strategies
Nebraska
$165M +$7.69M +5% 6.47% 83.9% 79 7.59% 1.1
MWM
5047
Maltin Wealth Management
New Jersey
$165M +$10.3M +7% 5.11% 58.2% 112 10.71% 1
WQ
5048
Wealth Quarterback
New Jersey
$164M – – 6.25% 96.7% 851 – 0.2
LWM
5049
Loveless Wealth Management
Montana
$164M +$12.9M +9% 5.37% – 124 4.03% 1.3
WWM
5050
Wiser Wealth Management
Georgia
$164M +$18.7M +13% 4.7% 53% 29 3.45% 0.5