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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
OIS
5201
Okabena Investment Services
Minnesota
$151M -$56M -27% 10.7% 72.4% 260 53.46%
TF
5202
Theory Financial
Colorado
$151M 6.98% 54.5% 56
BMCM
5203
Burns Matteson Capital Management
New York
$151M +$15M +11% 8.21% 144% 188 61.17%
BFG
5204
Baron Financial Group
New Jersey
$151M +$2.41M +2% 6.12% 52.1% 53 9.43%
ARC
5205
Arias Resource Capital
Cayman Islands
$151M -$18.6M -11% 2.09% 81.3% 2 50%
JF
5206
Joule Financial
Kentucky
$151M +$17.5M +13% 5.83% 55.5% 107 24.3%
BFA
5207
BMS Financial Advisors
South Dakota
$151M +$8.18M +6% 7.92% 116 34.48%
SCM
5208
Sterneck Capital Management
Missouri
$151M +$9.29M +7% 6.21% 61.5% 107 18.69%
RM
5209
Rudius Management
New York
$151M +$17.6M +13% 13.3% 8.92% 4 0%
FWM
5210
Forza Wealth Management
Florida
$151M 9.91% 65.6% 142
SC
5211
Stephens Consulting
Michigan
$151M +$39.3M +35% 8.83% 50.1% 571 13.66%
RWRC
5212
R.W. Roge & Company
New York
$150M +$9.32M +7% 2.92% 68.1% 41 17.07%
MCA
5213
Magnolia Capital Advisors
Mississippi
$150M +$32.2M +27% 7.27% 78.7% 140 11.43%
SG
5214
Sharper & Granite
California
$150M 8.18% 47.1% 99
EP
5215
EPIQ Partners
Minnesota
$150M -$11.4M -7% 2.61% 44.3% 84 15.48%
SFPG
5216
Stonebridge Financial Planning Group
Florida
$150M +$7.29M +5% 5.58% 67.2% 125 9.6%
WMA
5217
Wealth Management Associates
New Jersey
$150M +$8.21M +6% 9.98% 111% 196 16.33%
7CM
5218
7G Capital Management
New York
$150M -$5.36M -3% 0.6% 137% 9 33.33%
CWP
5219
Corepath Wealth Partners
Arizona
$150M +$15.4M +11% 7.97% 56% 38 0%
PCG
5220
Prosperity Consulting Group
Maryland
$150M +$28.2M +23% 8.17% 66.8% 105 12.38%
VIA
5221
Virtus Investment Advisers
Connecticut
$150M -$67.6M -31% 13.3% 172% 388 20.88%
HFG
5222
Heron Financial Group
New York
$150M -$12.1M -7% 10.2% 47.5% 144 19.44%
CFP
5223
Cypress Financial Planning
New Jersey
$150M +$8.82M +6% 6.51% 37.9% 57 19.3%
JAM
5224
JLP Asset Management
New York
$150M +$9.41M +7% 3.04% 16.1% 25 32%
II
5225
Ibex Investors
Colorado
$149M -$45M -23% 12.5% 16.6% 65 78.46%