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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
SCM
5151
Sterneck Capital Management
Missouri
$159M +$7.9M +5% 7.62% 61.5% 104 7.69%
TCMP
5152
Thrive Capital Management (Pennsylvania)
Pennsylvania
$158M +$5.57M +4% 3.99% 58.2% 128 16.41%
DWMG
5153
DB Wealth Management Group
California
$158M +$4.13M +3% 3.09% 19% 359 1.39%
AWA
5154
Alta Wealth Advisors
Massachusetts
$158M +$10.4M +7% 15.3% 120% 153 18.95%
WPM
5155
Worldly Partners Management
Massachusetts
$158M +$29.8M +23% 26.6% 19.2% 4 0%
RIM
5156
Reliant Investment Management
Tennessee
$158M -$9.37M -6% 2.03% 122% 61 16.39%
PWA
5157
PCG Wealth Advisors
Kansas
$158M +$266K +0.2% 3.32% 87% 123 21.14%
FPCG
5158
Forum Private Client Group
Indiana
$158M +$13.5M +9% 4.04% 47.9% 69 5.8%
PCG
5159
Prosperity Consulting Group
Maryland
$158M +$8.16M +5% 6.26% 66.8% 106 6.6%
YC
5160
Yunqi Capital
Hong Kong
$158M +$10.2M +7% 4.15% 71.4% 8 37.5%
BFG
5161
Baron Financial Group
New Jersey
$158M +$7.11M +5% 4.77% 52.1% 58 15.52%
APSI
5162
Asset Planning Services Inc
Louisiana
$158M -$54K -0% 5.14% 117% 37 5.41%
BC
5163
Barrett & Company
Rhode Island
$158M +$6.49M +4% 4.69% 74.8% 612 6.05%
PS
5164
Planned Solutions
California
$158M +$21.3M +16% 6.35% 60.8% 82 13.41%
STC
5165
Sarah T. Connolly
$158M +$10.6M +7% 7.85% 35% 95 1.05%
PKC
5166
Palmer Knight Company
Florida
$157M +$45.4M +41% 7.46% 78.9% 33 24.24%
BFA
5167
Beacon Financial Advisory
Ohio
$157M +$17.7M +13% 6.12% 68.1% 214 11.68%
BMCM
5168
Burns Matteson Capital Management
New York
$157M +$6.44M +4% 2.35% 144% 184 47.28%
PPWM
5169
PFG Private Wealth Management
Florida
$157M -$3.82M -2% 4.38% 48.3% 410 35.61%
HHRDM
5170
H&H Retirement Design & Management
Nevada
$157M +$38.6M +33% 2.54% 38.4% 97 71.13%
VFA
5171
Values First Advisors
Tennessee
$157M +$13.7M +10% 5.82% 86.4% 403 54.84%
AMR
5172
Asset Management Resources
Massachusetts
$157M +$9.77M +7% 5.24% 64 28.13%
HB
5173
Horizon Bancorp
Indiana
$157M -$21.9M -12% 0.58% 33.4% 229 25.76%
BWM
5174
Benchmark Wealth Management
Connecticut
$157M +$17.9M +13% 4.11% 42.7% 54 9.26%
EFIC
5175
Eliot Finkel Investment Counsel
California
$157M -$908K -0.6% 0.71% 88.9% 31 6.45%