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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
HAS
5026
Horizon Advisory Services
New York
$209M -$5.8M -3% 46
FA
5027
Forefront Analytics
Pennsylvania
$209M +$2.68M +1% 72
MFC
5028
Morris Financial Concepts
South Carolina
$209M +$13.4M +7% 170
CWM
5029
Castle Wealth Management
Florida
$209M +$17.5M +9% 128
DFG
5030
Demars Financial Group
Washington
$209M +$5.65M +3% 73
RGF
5031
Retirement Guys Formula
Ohio
$209M +$3.56M +2% 132
JIC
5032
Juniper Investment Company
New York
$209M +$7.61M +4% 12
HC
5033
Hillman Company
Pennsylvania
$209M -$5.75M -3% 13
NERM
5034
New England Research & Management
Illinois
$208M +$4.43M +2% 182
AWM
5035
Altus Wealth Management
Kentucky
$208M +$18M +9% 42
FGI
5036
Foresight Global Investors
New York
$208M +$4.9M +2% 46
BWM
5037
BKM Wealth Management
Wisconsin
$208M -$24.6M -11% 201
AA
5038
Alta Advisers
United Kingdom
$208M +$6.21M +3% 402
CB
5039
CNB Bank
Pennsylvania
$208M +$2.81M +1% 530
AFA
5040
Alpha Financial Advisors
North Carolina
$208M -$4.29M -2% 45
CPW
5041
Crestmont Private Wealth
Texas
$208M +$6M +3% 89
PI
5042
Pettee Investors
Connecticut
$207M -$28.9M -12% 119
ODA
5043
One Degree Advisors
California
$207M +$6.48M +3% 55
BSA
5044
Bull Street Advisors
Georgia
$207M -$1.64M -0.8% 94
G
5045
Gainplan
Michigan
$207M +$277K +0.1% 82
EHWM
5046
Eads & Heald Wealth Management
Georgia
$207M -$7.46M -3% 147
GWP
5047
Gen-Wealth Partners
Michigan
$207M +$5.27M +3% 691
SC
5048
Summa Corp
Texas
$206M +$23.4M +13% 62
DCM
5049
Decatur Capital Management
Georgia
$206M +$22.3M +12% 51
SSW
5050
Smith Shellnut Wilson
Mississippi
$206M +$17.4M +9% 146