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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
SCA
5051
Scott Capital Advisors
Oregon
$148M -$22.2M -13% 15.2% 46.4% 48 22.92%
RCC
5052
Red Cedar Capital
Nebraska
$148M -$18.3M -11% 13.3% 43% 184 5.98%
WHP
5053
Washington Harbour Partners
Virginia
$148M -$126M -46% 31.6% 162% 27 44.44%
LFPWM
5054
Leicht Financial Planning & Wealth Management
New Jersey
$148M -$20.2M -12% 12.1% 46.3% 26 26.92%
AWM
5055
Aevitas Wealth Management
Massachusetts
$148M -$15.8M -10% 11.5% 36.4% 119 10.92%
ANHIM
5056
Alan N. Hoffman Investment Management
Massachusetts
$148M -$46M -24% 23.7% 76.8% 12 0%
FL
5057
Fort LP
Maryland
$148M -$117M -44% 8.18% 56.8% 286 20.98%
TRIA
5058
Trail Ridge Investment Advisors
Colorado
$148M -$15.3M -9% 14% 76% 146 13.01%
CIA
5059
Citadel Investment Advisory
Ohio
$148M -$24.6M -14% 13.8% 67.4% 82 6.1%
EMCIP
5060
Ewing Morris & Co Investment Partners
Ontario, Canada
$148M -$12.4M -8% 13.8% 63.5% 21 33.33%
SA
5061
Stonebridge Advisors
Connecticut
$147M -$23.3M -14% 8.49% 3.35% 4 25%
VIG
5062
Vienna Insurance Group
Poland
$147M -$30.9M -17% 20% 188% 41 24.39%
MFP
5063
Meridian Financial Partners
Virginia
$147M +$80.4M +120% 11.7% 73.1% 89 51.69%
CMF
5064
Counterpoint Mutual Funds
California
$147M +$17.8M +14% 7.36% 66.2% 347 65.99%
SFPG
5065
Stonebridge Financial Planning Group
Florida
$147M -$31.3M -18% 16% 67.2% 127 25.98%
WA
5066
Watchtower Advisors
Connecticut
$147M -$52.9M -26% 13.3% 384% 17 58.82%
TL
5067
Tradewinds LLC
North Carolina
$147M 11.8% 118
IAG
5068
Investment Advisory Group
Massachusetts
$147M -$17.6M -11% 12.4% 61.6% 138 15.22%
BMWM
5069
Brown Miller Wealth Management
Virginia
$147M -$25.9M -15% 13.1% 102% 128 17.19%
SM
5070
Sabby Management
Florida
$147M -$523M -78% 41% 95.5% 167 35.33%
AWM
5071
AllSquare Wealth Management
New York
$147M -$19.6M -12% 10.7% 62.4% 540 4.26%
STC
5072
Sarah T. Connolly
$147M -$24M -14% 13.5% 35% 97 8.25%
FNBOSM
5073
First National Bank of South Miami
Florida
$147M -$18.5M -11% 11.4% 35.2% 357 19.89%
DWMG
5074
DB Wealth Management Group
California
$147M -$19.2M -12% 13.3% 19% 329 16.72%
RPCONE
5075
Retirement Planning Company of New England
Rhode Island
$147M -$30.2M -17% 14.2% 117% 234 10.68%