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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
JFS
5651
JD Financial Services
Pennsylvania
$110M +$1.83M +2% 1.49% 37 21.62%
WF
5652
Whelan Financial
California
$109M 1.14% 57.9% 16
AL
5653
ADE LLC
Maryland
$109M -$537K -0.5% 0.71% 52.2% 273 14.29%
T
5654
TRUADVICE
Florida
$109M -$348M -76% 0.78% 21.6% 304 62.17%
CCP
5655
Clifford Capital Partners
Utah
$109M +$2.25M +2% 5.97% 77.3% 43 4.65%
MVA
5656
Mount Vernon Associates
Maryland
$109M -$26K -0% 0.54% 119% 58 3.45%
KCM
5657
KLK Capital Management
California
$109M -$7.19M -6% 2.46% 68 41.18%
CFG
5658
CNO Financial Group
Indiana
$109M -$916K -0.8% 0.85% 9 11.11%
FI
5659
Financial Insights
Washington
$109M -$12M -10% 0.14% 71.9% 229 65.94%
HPM
5660
Hudson Portfolio Management
New York
$109M -$239K -0.2% 0.82% 105 13.33%
SCF
5661
Sante Capital Fund
Texas
$108M -$134M -55% 1.8% 134 93.28%
HFAS
5662
Hummer Financial Advisory Services
Illinois
$108M -$42K -0% 0.53% 60.6% 105 1.9%
DCM
5663
Dean Capital Management
Kansas
$108M -$800K -0.7% 0.07% 89.7% 85 14.12%
APC
5664
Asset Planning Corporation
Tennessee
$108M +$5.33M +5% 1.03% 44.5% 32 6.25%
PWM
5665
Penobscot Wealth Management
Maine
$108M +$3.93M +4% 1.69% 50.5% 54 12.96%
RA
5666
Raffles Associates
New York
$108M -$9.6M -8% 6.12% 50% 52 34.62%
ARS
5667
Adirondack Retirement Specialists
New York
$108M +$2.41M +2% 2.08% 13.1% 19 26.32%
MUMSS
5668
Mitsubishi UFJ Morgan Stanley Securities
Japan
$108M +$94.4M +702% 3.01% 120 50%
CCG
5669
Capital CS Group
California
$108M -$15.7M -13% 7.27% 22.5% 104 65.38%
CCM
5670
Crew Capital Management
Ohio
$108M +$466K +0.4% 0.77% 104% 105 5.71%
TBNY
5671
Trustco Bank (New York)
New York
$107M -$3.9M -4% 2% 131% 73 4.11%
BWM
5672
Birchcreek Wealth Management
Ohio
$107M +$3.44M +3% 0.32% 80.7% 122 5.74%
DC
5673
DPM Capital
Florida
$107M -$6.05M -5% 3.54% 110% 2 0%
MI
5674
Markston International
New York
$107M -$57.8M -35% 0.47% 109% 147 3.4%
SAM
5675
Stringer Asset Management
Tennessee
$107M +$5.77M +6% 0.71% 16.4% 38 28.95%