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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
JC
5201
Jentner Corp
Ohio
$125M -$6.35M -5% 3.25% 38.9% 36 5.56%
SA
5202
Stonebridge Advisors
Connecticut
$125M -$22.2M -15% 1.88% 2.4% 4 25%
IP
5203
Ignite Planners
California
$125M +$3.41M +3% 4.07% 73.8% 178 14.61%
MAS
5204
Madden Advisory Services
Florida
$125M -$6.91M -5% 5.18% 44.7% 80 5%
BSI
5205
Bennett Selby Investments
Maine
$125M -$4.66M -4% 4.48% 69.8% 57 14.04%
PCM
5206
Pointe Capital Management
Michigan
$125M -$9.06M -7% 3.09% 57.6% 148 6.76%
SCA
5207
St. Clair Advisors
Ohio
$125M +$1.4M +1% 6.41% 64% 44 11.36%
CCM
5208
CTC Capital Management
Illinois
$125M +$33M +36% 1.61% 160 80.63%
BWM
5209
Boyd Wealth Management
California
$125M +$2.54M +2% 5.17% 51.1% 44 9.09%
MA
5210
Mosaic Advisors
Texas
$125M -$8.66M -6% 5.27% 39.8% 17 5.88%
RG
5211
Retirement Group
California
$125M -$116M -48% 4.95% 33.7% 858 41.72%
CASB
5212
Cape Ann Savings Bank
Massachusetts
$125M -$5.3M -4% 4.91% 59.5% 82 7.32%
TWM
5213
Trinity Wealth Management
Pennsylvania
$125M -$3.4M -3% 4.95% 53.5% 39 15.38%
ADMI
5214
Albert D. Mason Inc
Massachusetts
$125M -$9.73M -7% 4.45% 82% 153 4.58%
SAMC
5215
Spectrum Asset Management (Connecticut)
Connecticut
$125M -$8.63M -6% 2.46% 2.29% 8 25%
FGG
5216
Financial Guidance Group
Florida
$125M -$2.54M -2% 4.48% 52% 52 19.23%
RFP
5217
Roth Financial Partners
Texas
$125M -$571K -0.5% 6.86% 54.3% 27 11.11%
GCM
5218
Gables Capital Management
Florida
$125M -$7.75M -6% 1.5% 123% 362 6.35%
G1
5219
Greylock 15
California
$125M +$18M +17% 20.3% 17.8% 4 0%
TCFP
5220
Treasure Coast Financial Planning
Florida
$125M -$4.52M -4% 5.35% 26.9% 36 22.22%
WR
5221
WD Rutherford
Oregon
$125M -$4.97M -4% 6.41% 170% 135 16.3%
WWM
5222
Wolff Wiese Magana
California
$124M -$12.5M -9% 5.82% 136% 1,011 9.99%
EPIM
5223
Equinox Partners Investment Management
Connecticut
$124M -$15.6M -11% 5.69% 284% 12 8.33%
GBWM
5224
Granite Bay Wealth Management
New Hampshire
$124M -$4.5M -3% 4.22% 41.9% 59 8.47%
OCM
5225
Orion Capital Management
California
$124M -$4.69M -4% 3.06% 66.8% 446 15.25%