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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
GFA
5526
Grunden Financial Advisory
Texas
$207M +$3.41M +2% 2.24% 29 24.14%
HCM
5527
Hutner Capital Management
Vermont
$207M +$6.17M +3% 1.78% 52.2% 45 0%
UWP
5528
Uniting Wealth Partners
Kansas
$207M 6.89% 110
AIM
5529
Atlantic Investment Management
New York
$207M +$2.17M +1% 1.4% 28.8% 11 45.45%
HCM
5530
HMS Capital Management
Tennessee
$207M +$2.88M +1% 3.26% 130% 111 6.31%
PCG
5531
PFC Capital Group
California
$207M -$724K -0.3% 2.5% 72 9.72%
DA
5532
DCF Advisers
Connecticut
$207M -$43.5M -17% 2.52% 372% 113 37.17%
WA
5533
Win Advisors
Florida
$207M -$6.42M -3% 4.99% 226% 92 81.52%
CRI
5534
Colonial River Investments
Virginia
$207M +$5.08M +3% 6.31% 144% 237 19.41%
NME
5535
Notis-McConarty Edward
$207M -$14.3M -6% 0.01% 91.2% 87 12.64%
PFA
5536
Pinnacle Family Advisors
Missouri
$207M +$13.6M +7% 2.63% 85.8% 133 26.32%
WGCA
5537
Wolf Group Capital Advisors
Virginia
$207M -$3.85M -2% 1.11% 28.2% 103 0.97%
CCM
5538
Colorado Capital Management
Colorado
$206M +$3.97M +2% 0.63% 53.4% 97 4.12%
BWIA
5539
Bryant Woods Investment Advisors
New York
$206M +$10.1M +5% 1.3% 66.3% 51 13.73%
PP
5540
Postrock Partners
Oregon
$206M 3.86% 84
FFP
5541
Forbes Financial Planning
Rhode Island
$206M +$67.6M +49% 1.57% 46.7% 34 20.59%
FWMP
5542
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$206M 2.5% 89
BRG
5543
Bay Rivers Group
Virginia
$206M +$5.05M +3% 5.9% 166% 91 16.48%
DB
5544
Dravo Bay
Delaware
$206M +$11.9M +6% 1.63% 45.2% 51 11.76%
FWM
5545
Fortress Wealth Management
California
$206M +$6.05M +3% 1.7% 52.1% 76 18.42%
RPCONE
5546
Retirement Planning Company of New England
Rhode Island
$206M +$5.26M +3% 2.53% 117% 243 10.7%
CI
5547
Canerector Inc
Ontario, Canada
$206M 0.7% 10
SGCM
5548
Sand Grove Capital Management
United Kingdom
$206M -$50M -20% 9.27% 410% 18 44.44%
BOA
5549
Birnam Oak Advisors
New York
$206M 1.8% 27
JRCM
5550
Jones Road Capital Management
New York
$206M -$114M -36% 1.48% 88.5% 46 41.3%