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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
FCG
5201
Financial Connections Group
California
$223M +$14.7M +7% 1.6% 44.4% 246 14.23%
HFRG
5202
Houlihan Financial Resource Group
Virginia
$223M -$11.9M -5% 2.33% 50.6% 105 3.81%
WA
5203
Wilshire Advisors
California
$223M -$51.2M -19% 0.47% 118% 13 15.38%
FWM
5204
Forza Wealth Management
Florida
$222M +$2.99M +1% 2.54% 65.6% 184 4.35%
HBW
5205
Hazlett, Burt & Watson
West Virginia
$222M -$3.45M -2% 1.83% 97.1% 853 16.06%
HC
5206
Headwater Capital
China
$222M +$34.8M +19% 0.93% 15 66.67%
JIC
5207
Juniper Investment Company
New York
$222M -$31.4M -12% 10.7% 358% 12 0%
NCM
5208
NCM Capital Management
New Jersey
$222M +$450K +0.2% 0.74% 105% 176 6.25%
AP
5209
Affinity Partners
Florida
$222M -$38.7M -15% 14.8% 1 0%
RA
5210
Rockingstone Advisors
Massachusetts
$222M -$4.22M -2% 0.08% 101% 104 3.85%
PTEAP
5211
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$222M +$91.7M +70% 8.33% 12 16.67%
KNFPWM
5212
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$222M +$8.37M +4% 2.13% 73 6.85%
WIM
5213
Wittenberg Investment Management
Massachusetts
$222M -$32.9M -13% 1.25% 89.9% 77 7.79%
WIA
5214
Wealthedge Investment Advisors
New York
$222M -$163K -0.1% 3.43% 218 38.07%
BFS
5215
BridgePort Financial Solutions
Iowa
$222M +$802K +0.4% 0.61% 166 6.63%
CFA
5216
Camarda Financial Advisors
Florida
$222M -$44.5M -17% 1.63% 196% 124 44.35%
VW
5217
Veridan Wealth
Oregon
$221M +$7.83M +4% 6.8% 84 7.14%
SCM
5218
Spreng Capital Management
Ohio
$221M -$9M -4% 3.03% 72.5% 80 12.5%
HIM
5219
Harbour Investment Management
Washington
$221M -$6.93M -3% 0.46% 58.8% 101 7.92%
GL
5220
GHE LLC
Tennessee
$221M -$31.3M -12% 8.5% 188% 56 0%
AWM
5221
Act Wealth Management
Texas
$221M +$7.11M +3% 1.79% 66.7% 54 18.52%
RCM
5222
Raleigh Capital Management
North Carolina
$221M -$38.6M -15% 2.09% 71.8% 1,094 56.22%
EECFX
5223
EnCap Energy Capital Fund X
Texas
$221M +$27.6M +14% 14.3% 1 0%
CA
5224
Cumberland Advisors
Florida
$221M -$30.1M -12% 2.56% 73.5% 52 11.54%
IA
5225
IMZ Advisory
Florida
$220M +$1.28M +0.6% 3.13% 43 18.6%