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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
CIA
5776
Citadel Investment Advisory
Ohio
$231M +$13.4M +6% 5.38% 67.4% 83 6.02%
BCFD
5777
Boit C.F. David
$231M +$10.4M +5% 4.49% 75.4% 119 1.68%
KFP
5778
Keener Financial Planning
Texas
$231M +$15.8M +7% 2.93% 228 75.44%
CAG
5779
Carroll Advisory Group
Texas
$231M 1.4% 72
NMG
5780
New Millennium Group
Utah
$231M +$12.3M +6% 2.31% 176% 545 34.13%
SFP
5781
Strategic Financial Partners
Oregon
$231M +$12.6M +6% 1.62% 54.8% 87 12.64%
EA
5782
Evolution Advisers
Virginia
$231M +$8.55M +4% 1.05% 40.8% 172 9.3%
GCCM
5783
Gate City Capital Management
Illinois
$231M +$31.7M +16% 1.05% 17 11.76%
OC
5784
Optima Capital
Oregon
$231M +$24.7M +12% 1.75% 1,413 88.96%
VCM
5785
Viewpoint Capital Management
Washington
$231M +$3.7M +2% 2.63% 120% 153 14.38%
ACA
5786
American Capital Advisory
Idaho
$231M +$15.3M +7% 3.87% 1,149 18.45%
USB
5787
Union Savings Bank
Connecticut
$231M 2.04% 321
RFM
5788
RPD Fund Management
New York
$231M +$71.4M +45% 18.5% 7 42.86%
EPG
5789
Estate Planners Group
Pennsylvania
$231M 3.87% 476
HWMT
5790
Heritage Wealth Management (Texas)
Texas
$230M +$3.61M +2% 2.33% 52.3% 40 7.5%
SC
5791
Scholtz & Company
Connecticut
$230M +$2.68M +1% 1.22% 89.2% 55 14.55%
PP
5792
Postrock Partners
Oregon
$230M +$4.03M +2% 3.87% 84 5.95%
BSCCG
5793
Blue Sky Capital Consultants Group
California
$230M -$1.15M -0.5% 2.34% 78 20.51%
BCM
5794
Banyan Capital Management
Georgia
$230M +$9.91M +4% 3.19% 42.5% 59 11.86%
AWAP
5795
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$230M +$7M +3% 3.2% 68.1% 157 4.46%
DCM
5796
Dudley Capital Management
Virginia
$230M +$7.37M +3% 2.95% 110% 148 17.57%
IWA
5797
IVC Wealth Advisors
Pennsylvania
$230M +$6.17M +3% 2.63% 70.8% 193 12.44%
NIA
5798
NBZ Investment Advisors
Tennessee
$230M +$38.1M +20% 0.64% 73 16.44%
JWWM
5799
Johnson & White Wealth Management
Pennsylvania
$230M +$11.4M +5% 2.65% 76.5% 116 7.76%
FCMI
5800
Foresite Capital Management IV
California
$230M +$47.1M +26% 25.1% 151% 7 14.29%