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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
VLC
5326
Van Leeuwen & Company
New Jersey
$126M +$6.2M +5% 4.36% 75.4% 59 18.64%
MBFW
5327
Morton Brown Family Wealth
Pennsylvania
$125M -$3.63M -3% 6.55% 50% 352 51.42%
AWM
5328
AAF Wealth Management
Massachusetts
$125M -$7.28M -5% 6.47% 65.8% 41 14.63%
FNBOH
5329
First National Bank of Hutchinson
Kansas
$125M -$9.05M -7% 4.09% 121% 111 13.51%
LB
5330
Legacy Bridge
Iowa
$125M -$10.1M -7% 3.13% 225% 293 1.71%
PAG
5331
Powers Advisory Group
Illinois
$125M -$4.65M -4% 4.86% 44.1% 95 9.47%
CPSC
5332
Carl P. Sherr & Co
Massachusetts
$125M -$8.26M -6% 4.23% 68.8% 123 13.01%
JC
5333
Jentner Corp
Ohio
$125M -$6.35M -5% 3.25% 38.9% 36 5.56%
SA
5334
Stonebridge Advisors
Connecticut
$125M -$22.2M -15% 1.88% 3.35% 4 25%
IP
5335
Ignite Planners
California
$125M +$3.41M +3% 4.07% 73.8% 178 14.61%
MAS
5336
Madden Advisory Services
Florida
$125M -$6.91M -5% 5.18% 52.3% 80 5%
BSI
5337
Bennett Selby Investments
Maine
$125M -$4.66M -4% 4.48% 69.8% 57 14.04%
PCM
5338
Pointe Capital Management
Michigan
$125M -$9.06M -7% 3.09% 62.6% 148 6.76%
SCA
5339
St. Clair Advisors
Ohio
$125M +$1.4M +1% 6.41% 64% 44 11.36%
CCM
5340
CTC Capital Management
Illinois
$125M +$33M +36% 1.61% 160 80.63%
BWM
5341
Boyd Wealth Management
California
$125M +$2.54M +2% 5.17% 51.1% 44 9.09%
MA
5342
Mosaic Advisors
Texas
$125M -$8.66M -6% 5.27% 50.9% 17 5.88%
RG
5343
Retirement Group
California
$125M -$116M -48% 4.95% 33.7% 858 41.72%
CASB
5344
Cape Ann Savings Bank
Massachusetts
$125M -$5.3M -4% 4.91% 72.7% 82 7.32%
TWM
5345
Trinity Wealth Management
Pennsylvania
$125M -$3.4M -3% 4.95% 53.5% 39 15.38%
ADMI
5346
Albert D. Mason Inc
Massachusetts
$125M -$9.73M -7% 4.45% 82% 153 4.58%
SAMC
5347
Spectrum Asset Management (Connecticut)
Connecticut
$125M -$8.63M -6% 2.46% 0.74% 8 25%
FGG
5348
Financial Guidance Group
Florida
$125M -$2.54M -2% 4.48% 52% 52 19.23%
RFP
5349
Roth Financial Partners
Texas
$125M -$571K -0.5% 6.86% 54.3% 27 11.11%
GCM
5350
Gables Capital Management
Florida
$125M -$7.75M -6% 1.5% 151% 362 6.35%