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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
SF
6051
SWP Financial
California
$151M +$8.53M +6% 2.53% 53 15.09%
AAMC
6052
Asset Allocation & Management Company
Illinois
$151M -$1.43M -0.9% 1.46% 53.8% 49 2.04%
CGH
6053
CMG Global Holdings
Texas
$151M +$5.64M +4% 2.91% 79.4% 95 6.32%
AIMA
6054
Ables Iannone Moore & Associates
Georgia
$151M +$11.2M +8% 9.9% 74 28.38%
CFAM
6055
Center For Asset Management
Florida
$151M +$29M +24% 3.17% 60.7% 125 23.2%
BGA
6056
Battery Global Advisors
Massachusetts
$151M +$27.8M +23% 2.8% 41 29.27%
PCP
6057
Pacific Capital Partners
$151M -$1.76M -1% 1.6% 49.8% 63 15.87%
KIM
6058
Kestrel Investment Management
California
$151M +$1.2M +0.8% 3.28% 89.2% 44 31.82%
BA
6059
Ballew Advisors
Mississippi
$151M +$6.03M +4% 2.38% 62.3% 105 6.67%
CCM
6060
Chaney Capital Management
Washington
$151M +$26.5M +21% 5.72% 38 23.68%
SVBP
6061
Strategic Value Bank Partners
Ohio
$151M -$2.03M -1% 1.01% 98.1% 22 0%
EWM
6062
Evergreen Wealth Management
Michigan
$151M +$3.19M +2% 2.87% 62.1% 55 0%
AWA
6063
Archvest Wealth Advisors
California
$151M +$9.41M +7% 1.54% 47.8% 65 16.92%
PRI
6064
Prepared Retirement Institute
Pennsylvania
$151M +$16.9M +13% 1.08% 83 18.07%
GFP
6065
Guardian Financial Partners
California
$151M +$4.87M +3% 1.82% 50.2% 46 4.35%
CE
6066
Cornerstone Enterprises
Wisconsin
$151M +$14.7M +11% 7.61% 35 5.71%
MCA
6067
Millennium Capital Advisors
Arkansas
$150M +$8.86M +6% 8.24% 114% 126 7.94%
OPWM
6068
Oxinas Partners Wealth Management
Indiana
$150M -$3.79M -2% 4.72% 91.4% 133 10.53%
HP
6069
Highlander Partners
Texas
$150M +$6.05M +4% 2.65% 241% 41 7.32%
PJWM
6070
Philip James Wealth Mangement
Georgia
$150M +$9.07M +6% 1.48% 84 21.43%
SPI
6071
Sutton Place Investors
New York
$150M -$51.8M -26% 2.99% 74.3% 156 28.85%
WF
6072
Williams Financial
Vermont
$150M -$26.6K -0% 0.74% 28.5% 20 20%
RCM
6073
Ravenstone Capital Management
$150M -$172K -0.1% 1.95% 63% 36 8.33%
GWCM
6074
Godshalk Welsh Capital Management
Pennsylvania
$150M +$1.17M +0.8% 3.16% 61.1% 125 8%
MA
6075
Minerva Advisors
Pennsylvania
$150M -$13.3M -8% 0.12% 166% 60 6.67%