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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
BMC
5701
Beaton Management Company
Massachusetts
$227M +$7.06M +3% 4.21% 79.9% 151 7.28%
BCM
5702
Birmingham Capital Management
Alabama
$227M +$9.26M +4% 7.49% 77.6% 92 3.26%
I2I
5703
Insight 2811 Inc
Illinois
$227M +$2.36M +1% 1.13% 22.2% 104 13.46%
KFS
5704
Kaizen Financial Strategies
California
$227M +$5.45M +2% 3.54% 116% 168 11.9%
CFGF
5705
Compass Financial Group (Florida)
Florida
$227M +$3.73M +2% 1.74% 36.3% 48 4.17%
KG
5706
Kilter Group
New York
$227M +$14.5M +7% 2.11% 1,499 26.42%
CIS
5707
Custom Index Systems
New York
$226M -$110M -33% 2.63% 296 31.08%
MFG
5708
Midwest Financial Group
Kansas
$226M +$16.6M +8% 5.83% 94% 129 10.85%
APSI
5709
Asset Planning Services Inc
Louisiana
$226M -$11M -5% 2% 117% 36 5.56%
CB
5710
Chris Bulman
California
$226M +$26.4M +13% 2.48% 166 24.7%
DIM
5711
DC Investments Management
Virginia
$226M -$15M -6% 1.62% 44.7% 95 49.47%
BA
5712
Bluesphere Advisors
Pennsylvania
$226M +$7.97M +4% 3.24% 93.4% 101 8.91%
HDA
5713
Harold Davidson & Associates
California
$226M +$5.94M +3% 4.29% 67 4.48%
PM
5714
Plustick Management
Virginia
$226M -$12.5M -5% 14.5% 1,098% 25 36%
CCM
5715
Cobalt Capital Management
New Jersey
$226M +$8.35M +4% 2.29% 180% 37 64.86%
GPA
5716
Garrison Point Advisors
California
$226M -$12.5M -5% 1.76% 69.7% 177 9.6%
MFA
5717
Millington Financial Advisors
Illinois
$226M +$19.5M +9% 1.68% 61% 131 30.53%
NC
5718
Nightview Capital
Texas
$226M +$9.18M +4% 5.84% 142% 15 20%
DFS
5719
Dixon Fnancial Services
California
$226M +$5.97M +3% 4.45% 70% 53 22.64%
WAN
5720
Wealth Advisors Northwest
Oregon
$225M +$18.7M +9% 2.19% 63 12.7%
MWM
5721
MOKAN Wealth Management
Kansas
$225M +$26.6M +13% 1.91% 114 22.81%
CGH
5722
CMG Global Holdings
Texas
$225M +$20.8M +10% 2.35% 79.4% 98 6.12%
SHFP
5723
Second Half Financial Partners
Florida
$225M -$1.75M -0.8% 0.25% 36.8% 107 14.95%
BSAM
5724
Blue Square Asset Management
New York
$225M -$4.1M -2% 2.75% 104% 86 26.74%
SAM
5725
Sequent Asset Management
Texas
$225M +$14.9M +7% 1.46% 51.3% 100 7%