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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
CNFG
6026
Creegan & Nassoura Financial Group
New Hampshire
$159M +$13.1M +9% 8.65% 52.6% 80 6.25%
JCA
6027
Jade Capital Advisors
New Jersey
$159M +$17.3M +12% 5.76% 28.9% 135 60.74%
FF
6028
Farrow Financial
Vermont
$159M +$12M +8% 8.16% 54 11.11%
RAM
6029
Robocap Asset Management
United Kingdom
$159M -$1.71M -1% 1.89% 259% 25 4%
SFC
6030
Swisher Financial Concepts
Ohio
$159M +$60M +61% 7.74% 92 20.65%
VAF
6031
Values Added Financial
District of Columbia
$159M +$19.9M +14% 6.14% 58.3% 108 18.52%
MWM
6032
Massachusetts Wealth Management
Massachusetts
$159M +$9.63M +6% 6.54% 106% 97 13.4%
MAG
6033
Mayfair Advisory Group
Alabama
$159M +$10.9M +7% 6.43% 64.6% 165 20.61%
FAG
6034
Fortitude Advisory Group
Washington
$159M -$8.8M -5% 5.16% 131% 216 11.11%
BCM
6035
Bancreek Capital Management
California
$158M +$30.4M +24% 11.6% 33.6% 22 18.18%
PWMG
6036
Pinnacle Wealth Management Group
Michigan
$158M +$10.7M +7% 6.05% 55.7% 121 15.7%
DEM
6037
Disciplined Equity Management
Florida
$158M +$6.65M +4% 7.61% 67.6% 63 0%
PTCG
6038
Pring Turner Capital Group
California
$158M +$15.2M +11% 9.41% 70.8% 72 11.11%
PCM
6039
Palouse Capital Management
Washington
$158M +$9.35M +6% 7.95% 67.8% 126 10.32%
NC
6040
Nipun Capital
California
$158M +$18.1M +13% 10.5% 8 25%
NCMW
6041
Northern Capital Management (Washington)
Washington
$158M +$8.43M +6% 4.95% 80% 42 9.52%
SCM
6042
Stonepine Capital Management
Oregon
$158M +$48.6M +44% 31.9% 231% 41 46.34%
SFG
6043
Sowa Financial Group
Rhode Island
$158M +$26.1M +20% 7.56% 77.7% 32 9.38%
GWCM
6044
Godshalk Welsh Capital Management
Pennsylvania
$158M +$8.24M +5% 7.45% 61.1% 127 8.66%
DWA
6045
Delap Wealth Advisory
Oregon
$158M -$59.1M -27% 5.93% 66.1% 124 53.23%
CRC
6046
Catawba River Capital
South Carolina
$158M -$7.14M -4% 8.4% 89.5% 20 10%
MPWS
6047
McCarter Private Wealth Services
Massachusetts
$158M 3.92% 102
IFPL
6048
Investments & Financial Planning LLC
Kentucky
$158M +$8.96M +6% 6.38% 63.6% 34 5.88%
KWAG
6049
Kiely Wealth Advisory Group
North Carolina
$158M -$23.7M -13% 4.4% 315 4.76%
OCA
6050
Otter Creek Advisors
Florida
$158M +$3.58M +2% 14.8% 173% 40 15%