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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
GL
5426
GHE LLC
Tennessee
$241M -$61.1M -20% 5.14% 188% 56 5.36%
DJC
5427
Daily Journal Corp
California
$241M -$36M -13% 12.9% 108% 4 0%
FF
5428
Foronjy Financial
California
$241M +$1.06M +0.4% 2.28% 105 8.57%
AP
5429
Advisortrust Partners
North Carolina
$240M +$12.8M +6% 2.9% 267 46.07%
CIA
5430
Caerus Investment Advisors
Texas
$240M -$68.5M -22% 1.28% 63.6% 382 45.03%
RTL
5431
Red Tortoise LLC
Georgia
$240M +$4.56M +2% 1.37% 43.7% 617 7.62%
CWA
5432
Carolina Wealth Advisors
South Carolina
$240M +$15.8M +7% 2.2% 57.5% 340 38.24%
HIP
5433
Hengistbury Investment Partners
United Kingdom
$240M +$17.4M +8% 8.39% 91% 4 25%
QFW
5434
QTR Family Wealth
Florida
$240M +$13M +6% 1.61% 324 25.93%
DAS
5435
DMKC Advisory Services
Iowa
$240M +$12.2M +5% 2.94% 86 5.81%
BRG
5436
Bay Rivers Group
Virginia
$240M -$7.21M -3% 2.31% 166% 111 14.41%
GBL
5437
Groupe Bruxelles Lambert
Belgium
$240M -$125M -34% 34.2% 1 0%
MFG
5438
Mainsail Financial Group
Washington
$240M -$369K -0.2% 0.89% 57.2% 64 4.69%
TI
5439
TTP Investments
California
$240M -$66.7M -22% 4.26% 197% 52 55.77%
IIM
5440
Ironwood Investment Management
Massachusetts
$240M +$1.98M +0.8% 4.85% 149% 185 10.27%
WFA
5441
WMG Financial Advisors
Tennessee
$240M -$3.03M -1% 1.12% 68% 118 19.49%
SP
5442
SmartHarvest Portfolios
Washington
$240M -$48M -17% 0.98% 435 26.9%
CWM
5443
Cadence Wealth Management
Massachusetts
$240M +$32.6M +16% 12.6% 63.6% 59 5.08%
MLA
5444
MB, Levis & Associates
Pennsylvania
$240M +$2.13M +0.9% 0.17% 40% 256 12.89%
SIM
5445
Strategic Investment Management
Virginia
$239M +$42.2M +21% 2.34% 53.3% 15 20%
AFM
5446
Abbot Financial Management
Massachusetts
$239M -$1.73M -0.7% 0.48% 80.5% 143 12.59%
HWA
5447
Heritage Wealth Architects
Minnesota
$239M +$25.4M +12% 1.59% 80 17.5%
NEPPG
5448
New England Professional Planning Group
Rhode Island
$239M +$652K +0.3% 0.61% 59% 50 4%
HC
5449
HF Capital
Tennessee
$239M +$71.5M +43% 1.9% 5 20%
GCM
5450
Gunderson Capital Management
South Carolina
$239M +$17.3M +8% 25.4% 947% 65 67.69%