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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
NEPPG
5201
New England Professional Planning Group
Rhode Island
$164M -$4.78M -3% 7.3% 47.1% 52 11.54%
RC
5202
Roubaix Capital
Colorado
$164M +$11.4M +7% 2.21% 104% 58 56.9%
AA
5203
Altman Advisors
Illinois
$164M -$16.8M -9% 13.3% 84 14.29%
FFC
5204
First Financial Corp
Indiana
$164M +$13.2M +9% 10.2% 88.3% 356 4.49%
CAM
5205
Costello Asset Management
Pennsylvania
$164M +$7.26M +5% 6.75% 55% 252 15.87%
FIM
5206
FWL Investment Management
Texas
$164M +$4.69M +3% 5.14% 127% 56 25%
BCM
5207
Brooktree Capital Management
Michigan
$164M +$6.72M +4% 7.9% 57.3% 43 4.65%
BRG
5208
Bay Rivers Group
Virginia
$164M +$16.5M +11% 11.2% 166% 75 1.33%
BAM
5209
Broadmark Asset Management
California
$163M -$24.5M -13% 10.7% 39.6% 3 66.67%
6F
5210
626 Financial
Michigan
$163M 8.56% 71.3% 110
WC
5211
Westhampton Capital
North Carolina
$163M +$17.2M +12% 12.5% 95.6% 115 3.48%
TFA
5212
TPG Financial Advisors
Oregon
$163M +$11.8M +8% 5.6% 41 21.95%
PG
5213
Prostatis Group
Maryland
$163M -$4.28M -3% 8.8% 56.1% 102 17.65%
FA
5214
Financial Avengers
California
$163M +$13.5M +9% 13.7% 117% 171 12.28%
PLU
5215
Performa Ltd (US)
South Carolina
$163M -$7.98M -5% 9.1% 46.2% 72 22.22%
HA
5216
HC Advisors
Georgia
$163M +$10.6M +7% 5.58% 55.2% 89 12.36%
JSMC
5217
Jess S. Morgan & Co
California
$163M +$11.3M +7% 4.96% 69.3% 47 14.89%
BCM
5218
Brightline Capital Management
Florida
$163M +$23M +16% 10.5% 778% 13 7.69%
CMBA
5219
C.M. Bidwell & Associates
Hawaii
$163M +$12.2M +8% 7.03% 59.8% 666 35.29%
IWN
5220
Independent Wealth Network
Iowa
$162M +$9.52M +6% 7.46% 75.1% 233 18.03%
CHA
5221
Cooper/Haims Advisors
New York
$162M -$3.42M -2% 7.57% 41.9% 88 19.32%
HG
5222
Herbst Group
Connecticut
$162M 6.42% 139% 80
CSB
5223
City State Bank
Iowa
$162M 8.94% 72.5% 667
AWA
5224
Alta Wealth Advisors
Massachusetts
$162M +$24.6M +18% 9.14% 87.6% 160 20.63%
DJYG
5225
David J. Yvars Group
Florida
$162M -$9.21M -5% 7% 125% 89 14.61%