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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
IRAG
5176
Investment Research & Advisory Group
Georgia
$152M +$560K +0.4% 0.69% 88.6% 184 26.09%
BFP
5177
Briaud Financial Planning
Texas
$152M +$1.96M +1% 1.2% 93.1% 21 19.05%
FMB
5178
Field & Main Bank
Kentucky
$152M -$4.04M -3% 1.38% 107% 218 5.96%
HFS
5179
Horizon Financial Services
North Carolina
$152M +$14.1M +10% 0.81% 39.5% 156 19.87%
SAM
5180
S.A. Mason
Michigan
$152M +$6.51M +4% 0.18% 105% 328 5.79%
BAM
5181
Boyar Asset Management
New York
$152M -$3.41M -2% 1.57% 75.5% 86 3.49%
PWM
5182
Palumbo Wealth Management
New York
$152M +$2.69M +2% 0.67% 115% 106 18.87%
DCM
5183
Decatur Capital Management
Georgia
$152M -$168M -53% 2.35% 135% 71 21.13%
JSMC
5184
Jess S. Morgan & Co
California
$152M -$629K -0.4% 0.64% 69.3% 42 7.14%
TFA
5185
TPG Financial Advisors
Oregon
$151M +$9.01M +6% 1.17% 37 5.41%
PWG
5186
Private Wealth Group
Florida
$151M +$298K +0.2% 0.9% 48.2% 41 12.2%
NFG
5187
Norris Financial Group
South Carolina
$151M +$2.9M +2% 3.22% 142% 90 16.67%
BMC
5188
Beaton Management Company
Massachusetts
$151M -$6.02M -4% 1.09% 95.9% 138 5.07%
HS
5189
HighVista Strategies
Massachusetts
$151M +$10.1M +7% 1.91% 622% 155 43.23%
CWA
5190
Carolina Wealth Advisors
South Carolina
$151M +$2.61M +2% 0.53% 57.5% 308 13.96%
SFA
5191
Seneca Financial Advisors
New York
$151M -$1.85M -1% 1.18% 47.3% 41 2.44%
PHAM
5192
Portland Hill Asset Management
United Kingdom
$151M -$18.5M -11% 6.18% 30.2% 45 35.56%
CWAF
5193
Core Wealth Advisors (Florida)
Florida
$151M +$843K +0.6% 0.71% 59.7% 211 22.27%
EM
5194
Endicott Management
New York
$151M -$146M -49% 15.3% 229% 8 0%
FFA
5195
Fi3 Financial Advisors
Indiana
$151M +$4.85M +3% 5.24% 83.1% 45 6.67%
CMBA
5196
C.M. Bidwell & Associates
Hawaii
$151M -$2.01M -1% 0.56% 70.6% 642 25.7%
GC
5197
Greencape Capital
Australia
$151M +$57.9M +62% 6.98% 98.1% 2 0%
FFC
5198
First Financial Corp
Indiana
$151M +$161K +0.1% 0.76% 88.3% 357 5.32%
WQ
5199
Wealth Quarterback
New Jersey
$151M -$13.9M -8% 1.47% 96.7% 907 13.45%
SSCM
5200
Summit Street Capital Management
New York
$150M -$5.67M -4% 3.86% 217% 32 0%