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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
IIM
5451
Ironwood Investment Management
Massachusetts
$240M +$1.98M +0.8% 4.85% 149% 185 10.27%
WFA
5452
WMG Financial Advisors
Tennessee
$240M -$3.03M -1% 1.12% 68% 118 19.49%
SP
5453
SmartHarvest Portfolios
Washington
$240M -$48M -17% 0.98% 435 26.9%
CWM
5454
Cadence Wealth Management
Massachusetts
$240M +$32.6M +16% 12.6% 56.4% 59 5.08%
MLA
5455
MB, Levis & Associates
Pennsylvania
$240M +$2.13M +0.9% 0.17% 40% 256 12.89%
SIM
5456
Strategic Investment Management
Virginia
$239M +$42.2M +21% 2.34% 53.3% 15 20%
AFM
5457
Abbot Financial Management
Massachusetts
$239M -$1.73M -0.7% 0.48% 102% 143 12.59%
HWA
5458
Heritage Wealth Architects
Minnesota
$239M +$25.4M +12% 1.59% 80 17.5%
NEPPG
5459
New England Professional Planning Group
Rhode Island
$239M +$652K +0.3% 0.61% 59% 50 4%
HC
5460
HF Capital
Tennessee
$239M +$71.5M +43% 1.9% 5 20%
GCM
5461
Gunderson Capital Management
South Carolina
$239M +$17.3M +8% 25.4% 947% 65 67.69%
I2I
5462
Insight 2811 Inc
Illinois
$239M +$12.4M +5% 0.62% 30.8% 105 9.52%
MMM
5463
Mendel Money Management
Illinois
$239M +$79.3K +0% 0.17% 75.4% 147 6.8%
M
5464
MYeCFO
California
$239M +$3.41M +1% 1.27% 53.3% 69 11.59%
FWP
5465
Forefront Wealth Partners
Texas
$239M +$27.7M +13% 2.44% 171 23.98%
RCM
5466
Robinson Capital Management
Michigan
$239M -$5.8M -2% 1.75% 7.8% 144 40.28%
JCFM
5467
JBR Co Financial Management
Oklahoma
$239M $0 0% 0.6% 120 0%
WWA
5468
Wealth Watch Advisors
Colorado
$239M -$30.9M -11% 3.81% 959 87.07%
P
5469
Pfizer
New York
$239M +$2.31M +1% 29.2% 19 10.53%
DCC
5470
Dow Chemical Company
Michigan
$239M +$33.7M +16% 4.48% 39% 5 0%
OCERS
5471
Orange County Employees Retirement System
California
$239M +$46.8M +24% 15.1% 3 33.33%
CWMGP
5472
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$239M +$164K +0.1% 0.41% 75.9% 101 20.79%
MFC
5473
Mechanics Financial Corp
Ohio
$239M -$32.2M -12% 1.27% 81.6% 241 7.05%
TGIA
5474
Torrey Growth & Income Advisors
California
$239M -$48.9M -17% 13.8% 117 11.97%
GCA
5475
Genesee Capital Advisors
New York
$239M -$9.84M -4% 2.01% 101% 140 9.29%