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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
HWMO
5951
Heritage Wealth Management (Ohio)
Ohio
$202M -$158M -44% 3.27% 265 43.4%
PCM
5952
Pointe Capital Management
Michigan
$202M +$334K +0.2% 0.23% 57.6% 163 11.66%
BSA
5953
Bull Street Advisors
Georgia
$202M -$13.2M -6% 2.21% 41.9% 95 4.21%
MFG
5954
Marmo Financial Group
Tennessee
$202M -$9.39M -4% 3.36% 47.5% 40 10%
AL
5955
ARWA LLC
Texas
$202M +$30.6M +18% 1.29% 158 27.22%
SFG
5956
Sowa Financial Group
Rhode Island
$202M +$9.8M +5% 2.34% 77.7% 31 6.45%
GW
5957
Griffith & Werner
Georgia
$202M +$5.43M +3% 0.47% 74 8.11%
BFA
5958
Brown Financial Advisory
Alabama
$202M +$3.79M +2% 1.12% 66.3% 58 18.97%
FFG
5959
Foundry Financial Group
New Hampshire
$202M +$1.74M +0.9% 0.32% 73 13.7%
PRI
5960
Prepared Retirement Institute
Pennsylvania
$202M +$2.8M +1% 1.32% 83 8.43%
NIMC
5961
Nierenberg Investment Management Company
Washington
$201M -$4.47M -2% 1.45% 167% 54 27.78%
CFAM
5962
Center For Asset Management
Florida
$201M +$10.1M +5% 0.09% 60.7% 155 13.55%
DT
5963
DBA Trading
Florida
$201M +$45.9M +30% 2.75% 51 47.06%
MPM
5964
Mountaineer Partners Management
New York
$201M +$22.6M +13% 15.8% 151% 18 16.67%
ACM
5965
Ategra Capital Management
Virginia
$201M -$8.91M -4% 1.07% 91.1% 29 10.34%
NME
5966
Notis-McConarty Edward
$201M -$14.4M -7% 2.12% 65.2% 73 2.74%
SIA
5967
Spectrum Investment Advisors
Wisconsin
$201M +$1.72M +0.9% 2.48% 53 16.98%
LS
5968
LCW Services
Virginia
$201M +$13.5M +7% 0.62% 42 14.29%
FB
5969
First Bancorp
Maine
$201M +$13.1M +7% 1.25% 58.1% 135 8.15%
LWMI
5970
Legacy Wealth Management (Idaho)
Idaho
$201M -$7.81M -4% 3.09% 1,082 17.84%
RCM
5971
Ridgepath Capital Management
Tennessee
$201M -$16.6M -8% 4.06% 53 16.98%
CIG
5972
Cairn Investment Group
Washington
$201M -$9.54M -5% 0.87% 61.3% 67 7.46%
SG
5973
Straightline Group
Michigan
$201M +$18.2M +10% 0.78% 17 11.76%
CE
5974
Cornerstone Enterprises
Wisconsin
$201M -$7.94M -4% 4.84% 39 17.95%
AIM
5975
Ausbil Investment Management
Australia
$201M +$25.1M +14% 12% 120% 77 31.17%