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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
SPI
5101
Santori & Peters Inc
Pennsylvania
$177M -$12.7M -7% 3.25% 88% 62 17.74%
GI
5102
GS Investments
Minnesota
$177M -$30M -14% 4.75% 94.1% 156 10.26%
RPCONE
5103
Retirement Planning Company of New England
Rhode Island
$177M -$28.6M -14% 3.72% 117% 984 76.73%
RCI
5104
RS Crum Inc
California
$177M -$4.32M -2% 3.98% 48.5% 73 9.59%
CI
5105
CAZ Investments
Texas
$177M +$2.12M +1% 4.46% 255% 45 37.78%
AIA
5106
Armor Investment Advisors
North Carolina
$177M -$672K -0.4% 2.9% 56.6% 179 15.08%
AIM
5107
Aquila Investment Management
New York
$176M -$30.5M -15% 3.5% 53.3% 105 34.29%
ACWM
5108
Adams Chetwood Wealth Management
North Carolina
$176M +$29.2M +20% 4.63% 81 11.11%
RSC
5109
Red Spruce Capital
Pennsylvania
$176M -$6.48M -4% 5.29% 93.3% 91 6.59%
EPIM
5110
Equinox Partners Investment Management
Connecticut
$176M +$24.4M +16% 11.7% 241% 14 35.71%
WMA
5111
Wealth Management Associates
New Jersey
$176M -$9.61M -5% 2.08% 111% 208 16.35%
VSAM
5112
Value Star Asset Management
Hong Kong
$176M -$22.8M -11% 34 32.35%
YAL
5113
Your Advocates Ltd
Texas
$176M -$786K -0.4% 3.29% 50% 239 17.57%
HGWM
5114
Harvest Group Wealth Management
Massachusetts
$176M -$2.32M -1% 5.77% 28.1% 165 35.15%
AWM
5115
Act Wealth Management
Texas
$176M +$2.11M +1% 1.5% 66.7% 41 12.2%
SP
5116
Successful Portfolios
Florida
$176M -$8.34M -5% 3.39% 101% 220 9.09%
SW
5117
StrongBox Wealth
Missouri
$175M -$24.8M -12% 2.13% 57.8% 107 25.23%
CCM
5118
Chicago Capital Management
Illinois
$175M +$30.6M +21% 23.7% 295% 51 84.31%
HCM
5119
Hutner Capital Management
Vermont
$175M +$3.99M +2% 4.82% 52.2% 46 2.17%
CPA
5120
Capital Performance Advisors
California
$175M +$9.98M +6% 3.07% 71% 54 9.26%
NC
5121
Nixon Capital
Texas
$175M -$43.3M -20% 3.11% 118% 26 23.08%
SAMU
5122
SONA Asset Management (US)
New York
$175M -$15M -8% 19.7% 41% 365 35.89%
ACM
5123
Aubrey Capital Management
United Kingdom
$175M -$81.7M -32% 16.4% 296% 80 65%
SWM
5124
Silverlake Wealth Management
Vermont
$175M -$10.9M -6% 1.82% 64.5% 256 21.88%
WR
5125
WD Rutherford
Oregon
$175M -$22.5M -11% 8.44% 170% 138 13.04%