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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
HCM
5401
Horrell Capital Management
Arkansas
$238M -$8.32M -3% 8.07% 55.1% 199 8.54%
DMBA
5402
Deseret Mutual Benefit Administrators
Utah
$238M +$24.3M +11% 5.54% 51.4% 525 6.67%
DWA
5403
Delap Wealth Advisory
Oregon
$238M +$29.3M +14% 7.02% 56% 85 10.59%
BRG
5404
Bay Rivers Group
Virginia
$237M +$18.9M +9% 12.8% 166% 95 9.47%
GWS
5405
Greykasell Wealth Strategies
California
$237M +$28.8M +14% 8.11% 412 25.97%
APSI
5406
Asset Planning Services Inc
Louisiana
$237M +$19.8M +9% 10.2% 117% 36 8.33%
CCP
5407
Carmel Capital Partners
California
$237M -$48M -17% 9.25% 65.1% 160 38.75%
DA
5408
DCM Advisors
New York
$237M +$3.87M +2% 9.62% 90.4% 41 12.2%
MWM
5409
McNaughton Wealth Management
California
$237M +$12.9M +6% 6.53% 50.3% 76 6.58%
BC
5410
Bowman & Company
Wisconsin
$237M +$12.9M +6% 7% 59.7% 110 2.73%
AAMC
5411
Asset Allocation & Management Company
Illinois
$237M +$21M +10% 6.6% 53.8% 96 12.5%
GFP
5412
Guardian Financial Partners
California
$237M +$14.4M +6% 4.98% 50.2% 63 11.11%
GSB
5413
Greenfield Savings Bank
Massachusetts
$237M +$16.6M +8% 8.68% 97.3% 153 7.84%
DWM
5414
Dopkins Wealth Management
New York
$237M +$14M +6% 7.46% 64.4% 83 6.02%
RI
5415
Ridgewood Investments
New Jersey
$237M +$5.52M +2% 6.91% 730 72.6%
JCA
5416
Juniper Capital Advisors
Texas
$237M +$55.6M +31% 30.7% 1 0%
SFG
5417
Socha Financial Group
New York
$237M +$12.1M +5% 8.67% 57.3% 26 19.23%
HCM
5418
Hutner Capital Management
Vermont
$236M +$16.6M +8% 6.8% 53.7% 44 0%
IFO
5419
Independent Family Office
New York
$236M +$20.6M +10% 9.44% 66.8% 80 5%
JCFM
5420
JBR Co Financial Management
Oklahoma
$236M +$33.8M +17% 9.96% 122 11.48%
SVWG
5421
Shared Vision Wealth Group
United States
$236M +$36M +18% 9.49% 99 17.17%
CWMGP
5422
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$236M +$132M +127% 7.5% 75.9% 81 39.51%
FWM
5423
FMB Wealth Management
California
$236M +$26.1M +12% 7.91% 71.1% 91 9.89%
G
5424
Gainplan
Michigan
$236M +$15.8M +7% 8.67% 93.3% 73 42.47%
ACM
5425
Ardent Capital Management
Ohio
$236M +$27.5M +13% 10.2% 77.5% 52 19.23%