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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
MWM
5151
MTC Wealth Management
Florida
$210M -$7.52M -3% 0.28% 30.5% 14 7.14%
CG
5152
Castellan Group
Kentucky
$210M +$14.7M +8% 6.9% 196% 69 28.99%
TFCM
5153
Taylor Frigon Capital Management
Arizona
$210M +$135K +0.1% 1.47% 131% 87 2.3%
NAH
5154
Neumann Advisory (HK)
Hong Kong
$210M +$6.3M +3% 7.39% 88.4% 15 6.67%
AAG
5155
Avalon Advisory Group
Pennsylvania
$210M +$3.43M +2% 1.43% 41.4% 15 13.33%
HCM
5156
Hall Capital Management
Rhode Island
$210M +$7.15M +4% 2.06% 100 4%
EF
5157
Exeter Financial
Arizona
$210M -$7.27M -3% 0.09% 50.4% 94 10.64%
SG
5158
Sharper & Granite
California
$210M +$2.66M +1% 0.5% 47.1% 100 5%
BCVI
5159
Bain Capital Venture Investors
Massachusetts
$210M +$79M +61% 5.99% 34.2% 4 25%
BIA
5160
Bigelow Investment Advisors
Maine
$209M +$6.04M +3% 2.39% 67.1% 156 4.49%
GAAM
5161
Grand Alliance Asset Management
Hong Kong
$209M +$33.7M +19% 18.5% 13 15.38%
PWM
5162
Power Wealth Management
Georgia
$209M +$49.9M +31% 0.66% 107 19.63%
CCM
5163
Consolidated Capital Management
California
$209M +$409K +0.2% 6.86% 159% 46 17.39%
EIA
5164
Eastover Investment Advisors
North Carolina
$209M +$4.62M +2% 4.46% 102% 50 16%
PKC
5165
Palmer Knight Company
Florida
$209M +$3.7M +2% 0.38% 78.9% 35 5.71%
HAS
5166
Horizon Advisory Services
New York
$209M -$5.8M -3% 2.28% 46 2.17%
FA
5167
Forefront Analytics
Pennsylvania
$209M +$2.68M +1% 0.63% 50.9% 72 12.5%
MFC
5168
Morris Financial Concepts
South Carolina
$209M +$13.4M +7% 1.17% 56.5% 169 7.1%
CWM
5169
Castle Wealth Management
Florida
$209M +$17.5M +9% 1.32% 53.6% 128 15.63%
DFG
5170
Demars Financial Group
Washington
$209M +$5.65M +3% 3.05% 59.6% 73 15.07%
RGF
5171
Retirement Guys Formula
Ohio
$209M +$3.56M +2% 2.21% 70.2% 132 12.88%
THLTP
5172
Thomas H. Lee (THL) Partners
Massachusetts
$209M -$1.01B -83% 7.77% 37.2% 2 50%
JIC
5173
Juniper Investment Company
New York
$209M +$7.61M +4% 6.04% 358% 12 16.67%
HC
5174
Hillman Company
Pennsylvania
$209M -$5.75M -3% 3.42% 134% 13 15.38%
NERM
5175
New England Research & Management
Illinois
$208M +$4.43M +2% 0.26% 56.4% 182 23.08%