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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
AWM
5051
Altus Wealth Management
Kentucky
$102M 8.25% 68.8% 34
SA
5052
swisspartners Advisors
Switzerland
$102M 11.9% 73.2% 23
HWMG
5053
Hurlow Wealth Management Group
Indiana
$102M +$8.02M +9% 6.65% 55.8% 100 10%
WA
5054
WESPAC Advisors
California
$102M +$1.69M +2% 4.98% 112% 118 38.98%
BCM
5055
Birch Capital Management
Texas
$102M 10.5% 48.4% 81
JSMC
5056
Jess S. Morgan & Co
California
$102M 15% 69.3% 43
SNBOSCI
5057
Security National Bank of Sioux City Iowa
Iowa
$102M +$14.7M +17% 7.87% 52.4% 100 16%
CWM
5058
Chronos Wealth Management
Florida
$102M 10.4% 86.4% 43
MIM
5059
Moseley Investment Management
Florida
$102M +$6.45M +7% 7.22% 96.6% 131 22.14%
PLU
5060
Performa Ltd (US)
South Carolina
$102M +$3.95M +4% 8.36% 55.8% 13 53.85%
CRCM
5061
Corbett Road Capital Management
Virginia
$102M 5.18% 112
TT
5062
TI-Trust
Illinois
$102M 5.26% 85.8% 345
BBA
5063
Braun-Bostich & Associates
Pennsylvania
$102M +$15.5M +18% 5.05% 59.5% 323 73.68%
C1AG
5064
Client 1st Advisory Group
Florida
$101M 4.93% 57.4% 47
RIG
5065
Ramiah Investment Group
Wisconsin
$101M 6.54% 55.3% 72
FCFC
5066
First Citizens Financial Corp
Iowa
$101M 7.32% 68.1% 93
SCC
5067
Steel Canyon Capital
Arizona
$101M -$28.9M -22% 8.94% 62.8% 27 48.15%
SPM
5068
Saddle Point Management
New York
$101M 25.3% 13.6% 1
CPC
5069
Consolidated Planning Corp
Georgia
$101M 8.56% 82.3% 44
JF
5070
JSF Financial
California
$101M +$9.22M +10% 9.17% 79% 72 18.06%
VIA
5071
Vantagepoint Investment Advisers
District of Columbia
$101M 5.31% 32.7% 1
KCM
5072
Key Colony Management
Arkansas
$101M 14.5% 113% 3
FC
5073
Farley Capital
New York
$101M 7.11% 105% 23
FNBOSM
5074
First National Bank of South Miami
Florida
$101M -$3.59M -3% 6.17% 35.2% 309 19.74%
CIG
5075
Cairn Investment Group
Washington
$101M 6.41% 61.3% 88