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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
RPG
5601
Resource Planning Group
Georgia
$157M +$39.4M +33% 7.82% 1.9% 73 23.29%
KC
5602
Kinloch Capital
Virginia
$157M -$2.36M -1% 8.66% 48.9% 79 22.78%
BAM
5603
Ballast Asset Management
Texas
$157M +$49.4M +46% 11.8% 54 14.81%
EWG
5604
Executive Wealth Group
Washington
$157M +$16.4M +12% 14.3% 14.9% 48 4.17%
ACM
5605
Anabranch Capital Management
Connecticut
$157M +$20.5M +15% 20.2% 160% 7 0%
CWM
5606
Chronos Wealth Management
Florida
$157M +$14.3M +10% 11.7% 86.4% 38 5.26%
ILCM
5607
Ivy Lane Capital Management
Florida
$157M +$23.5M +18% 19.2% 97.3% 13 15.38%
MPW
5608
Melone Private Wealth
Michigan
$157M +$17.3M +12% 9.56% 30.3% 54 18.52%
ASBI
5609
American State Bank (Iowa)
Iowa
$157M +$17.7M +13% 12.2% 138% 342 5.85%
SCM
5610
Sterneck Capital Management
Missouri
$157M +$7.39M +5% 9.68% 52.9% 98 11.22%
MWM
5611
Maltin Wealth Management
New Jersey
$157M +$13.8M +10% 7.4% 51.9% 124 16.94%
ERP
5612
Eldred Rock Partners
Texas
$157M 11.7% 25
NC
5613
Naman Capital
Brazil
$157M +$31.7M +25% 25.9% 106% 11 9.09%
BRF
5614
B. Riley Financial
California
$157M -$140M -47% 20.5% 741% 27 33.33%
WCM
5615
Whitefort Capital Management
New York
$157M -$33.9M -18% 14.5% 179% 23 21.74%
BWIA
5616
Bryant Woods Investment Advisors
New York
$157M +$19.4M +14% 11.3% 66.3% 45 11.11%
BFG
5617
Baron Financial Group
New Jersey
$157M +$2.88M +2% 9.53% 52.1% 53 11.32%
IIA
5618
Integral Investment Advisors
California
$157M +$13.7M +10% 8.98% 60% 83 7.23%
DCM
5619
Dudley Capital Management
Virginia
$157M +$14.3M +10% 9.61% 110% 120 13.33%
VAM
5620
Verity Asset Management
North Carolina
$157M +$21M +15% 9.07% 68.4% 203 25.12%
HFF
5621
Halter Ferguson Financial
Indiana
$157M 4.03% 30
BCM
5622
Bond Capital Management
California
$157M -$977K -0.6% 0.17% 28.9% 5 0%
MWA
5623
Moser Wealth Advisors
Washington
$157M +$14.2M +10% 11.8% 145 9.66%
EA
5624
Evolution Advisers
Virginia
$157M +$18.5M +13% 8.36% 33% 232 43.53%
BIA
5625
Beacon Investment Advisors
Maryland
$157M +$15.3M +11% 12.5% 64.3% 130 4.62%