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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
GAAM
5076
Grand Alliance Asset Management
Hong Kong
$209M +$33.7M +19% 18.5% 13 15.38%
PWM
5077
Power Wealth Management
Georgia
$209M +$49.9M +31% 0.66% 107 19.63%
CCM
5078
Consolidated Capital Management
California
$209M +$409K +0.2% 6.86% 159% 46 17.39%
EIA
5079
Eastover Investment Advisors
North Carolina
$209M +$4.62M +2% 4.46% 102% 50 16%
PKC
5080
Palmer Knight Company
Florida
$209M +$3.7M +2% 0.38% 58% 35 5.71%
HAS
5081
Horizon Advisory Services
New York
$209M -$5.8M -3% 2.28% 46 2.17%
FA
5082
Forefront Analytics
Pennsylvania
$209M +$2.68M +1% 0.63% 33.5% 72 12.5%
MFC
5083
Morris Financial Concepts
South Carolina
$209M +$13.4M +7% 1.17% 56.5% 169 7.1%
CWM
5084
Castle Wealth Management
Florida
$209M +$17.5M +9% 1.32% 48.6% 128 15.63%
DFG
5085
Demars Financial Group
Washington
$209M +$5.65M +3% 3.05% 60.9% 73 15.07%
RGF
5086
Retirement Guys Formula
Ohio
$209M +$3.56M +2% 2.21% 57.6% 132 12.88%
JIC
5087
Juniper Investment Company
New York
$209M +$7.61M +4% 6.04% 387% 12 16.67%
HC
5088
Hillman Company
Pennsylvania
$209M -$5.75M -3% 3.42% 134% 13 15.38%
NERM
5089
New England Research & Management
Illinois
$208M +$4.43M +2% 0.26% 56.4% 182 23.08%
AWM
5090
Altus Wealth Management
Kentucky
$208M +$18M +9% 3.29% 68.8% 42 2.38%
FGI
5091
Foresight Global Investors
New York
$208M +$4.9M +2% 1.73% 62.9% 46 26.09%
BWM
5092
BKM Wealth Management
Wisconsin
$208M -$24.6M -11% 0.08% 201 33.33%
AA
5093
Alta Advisers
United Kingdom
$208M +$6.21M +3% 4.04% 78.9% 402 3.23%
CB
5094
CNB Bank
Pennsylvania
$208M +$2.81M +1% 4.62% 79.1% 530 10.38%
AFA
5095
Alpha Financial Advisors
North Carolina
$208M -$4.29M -2% 1.1% 30.8% 45 8.89%
CPW
5096
Crestmont Private Wealth
Texas
$208M +$6M +3% 1.88% 45.8% 89 39.33%
PI
5097
Pettee Investors
Connecticut
$207M -$28.9M -12% 0.59% 66.9% 119 4.2%
FCM
5098
Findell Capital Management
New York
$207M +$16.6M +9% 8.73% 23 39.13%
ODA
5099
One Degree Advisors
California
$207M +$6.48M +3% 0.78% 55 10.91%
BSA
5100
Bull Street Advisors
Georgia
$207M -$1.64M -0.8% 0.9% 41.9% 94 5.32%