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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
SPFA
5301
Summit Place Financial Advisors
New Jersey
$124M +$8.9M +8% 5.92% 89.4% 103 19.42%
RCM
5302
Rain Capital Management
Oregon
$124M -$3.92M -3% 1.12% 18.2% 51 31.37%
OCP
5303
OCO Capital Partners
New York
$124M +$10.2M +9% 12.2% 679% 6 50%
SFS
5304
Solitude Financial Services
Virginia
$124M +$10.2M +9% 6.75% 55.4% 43 9.3%
AIM
5305
Alhambra Investment Management
Florida
$124M +$30.2M +32% 4.41% 61.5% 150 23.33%
SNBOSCI
5306
Security National Bank of Sioux City Iowa
Iowa
$124M +$7.26M +6% 7.64% 52.4% 106 11.32%
VCS
5307
Vaughan & Co Securities
New Jersey
$124M +$11.1M +10% 7.39% 50.9% 57 19.3%
PFG
5308
Pacific Financial Group
Washington
$124M +$10.7M +9% 7.45% 48.4% 62 16.13%
TFA
5309
Tranquilli Financial Advisor
New Jersey
$124M +$13.7M +12% 7.41% 47.8% 81 24.69%
RHCA
5310
Rosenthal Henry Capital Advisors
Indiana
$124M +$27.6M +29% 26.9% 61.7% 64 20.31%
C
5311
Clearshares
New York
$124M 2.9% 35
AWM
5312
Accel Wealth Management
Iowa
$123M +$16.1M +15% 6.18% 77.4% 924 11.8%
BCM
5313
Burrage Capital Management
Massachusetts
$123M -$7.8M -6% 11.9% 32 37.5%
SIA
5314
Stegner Investment Associates
Kentucky
$123M +$5.37M +5% 5.49% 75.3% 22 9.09%
MCA
5315
Morris Capital Advisors
Pennsylvania
$123M +$1.56M +1% 6.97% 72.9% 61 6.56%
RCIM
5316
Russell Clark Investment Management
United Kingdom
$123M +$16.9M +16% 20.1% 172% 51 31.37%
S
5317
swisspartners
Liechtenstein
$123M +$8.97M +8% 8.83% 93 31.18%
CCM
5318
Ciovacco Capital Management
Georgia
$123M +$6.83M +6% 10.2% 67.4% 38 21.05%
CIA
5319
Cohen Investment Advisors
New Hampshire
$123M +$12.3M +11% 8.1% 76.2% 78 1.28%
ASI
5320
Advisory Services & Investments
Oregon
$123M 4.88% 19.9% 22
UFF
5321
USA Financial Formulas
Michigan
$123M -$3.42M -3% 16.9% 78% 454 46.48%
MWM
5322
Midwest Wealth Management
Indiana
$123M +$13.6M +12% 8.7% 96 9.38%
LC
5323
LNZ Capital
New York
$123M -$22.1M -15% 5.77% 58.8% 27 88.89%
M1FG
5324
Mach-1 Financial Group
Arkansas
$123M +$32M +35% 2.18% 74.3% 248 46.77%
RFO
5325
RiverGlades Family Offices
Florida
$123M +$5.1M +4% 4.69% 80 10%