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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
TFG
6076
Team Financial Group
California
$149M +$9.22M +7% 6.8% 42.4% 222 84.68%
FHWM
6077
Fox Hill Wealth Management
Massachusetts
$149M +$18.2M +14% 16.8% 157 21.02%
GGA
6078
Granite Group Advisors
Connecticut
$149M +$7.15M +5% 19.8% 94 1.06%
ICP
6079
Interchange Capital Partners
Pennsylvania
$148M +$14.8M +11% 9.4% 79.6% 175 18.86%
DJYG
6080
David J. Yvars Group
Florida
$148M +$24M +19% 17% 125% 81 14.81%
HM
6081
Harvest Management
New York
$148M +$40.2M +37% 22.8% 610% 72 70.83%
MAWAG
6082
Mid-American Wealth Advisory Group
Missouri
$148M +$13.5M +10% 1.24% 12.3% 56 35.71%
IRM
6083
Income Research & Management
Massachusetts
$148M +$3.96M +3% 0% 0.7% 18 44.44%
AUIM
6084
Aegon USA Investment Management
Iowa
$148M +$8.17M +6% 5.94% 39.9% 41 19.51%
SCM
6085
Sebold Capital Management
Illinois
$148M +$12.8M +9% 6.34% 72 6.94%
FOFP
6086
Fee-Only Financial Planning
South Carolina
$148M +$9.72M +7% 8.57% 65.9% 42 4.76%
LCG
6087
Lynx Capital Group
Ohio
$148M +$10.9M +8% 7.95% 82 4.88%
CP
6088
Catalys Pacific
Japan
$148M +$41.5M +39% 41.5% 3 0%
RSA
6089
River Street Advisors
Illinois
$148M +$22.8M +18% 10.3% 88.8% 136 19.12%
FMI
6090
F/M Investments
District of Columbia
$148M -$28M -16% 11.3% 101% 101 32.67%
OCM
6091
Objective Capital Management
Ohio
$148M +$16.9M +13% 9.74% 141 17.73%
TLCM
6092
Twin Lakes Capital Management
California
$148M +$1.87M +1% 3.9% 131% 244 0%
FCMT
6093
Founders Capital Management (Texas)
Texas
$148M +$10.3M +7% 7.61% 118% 389 10.54%
DWM
6094
Dogwood Wealth Management
Kansas
$148M +$19.9M +16% 6.18% 627 6.7%
VWM
6095
VCI Wealth Management
Missouri
$148M -$16.5M -10% 6.87% 125 30.4%
MHWM
6096
Montz Harcus Wealth Management
Louisiana
$148M +$16.8M +13% 10.1% 74.1% 73 26.03%
EWM
6097
Evergreen Wealth Management
Michigan
$148M +$11.8M +9% 9.46% 62.1% 55 0%
BWS
6098
BCR Wealth Strategies
Alabama
$148M +$8.25M +6% 4.96% 42.2% 21 9.52%
TDC
6099
Thompson Davis & Co
Virginia
$148M +$30.1M +26% 20.6% 188% 144 43.75%
MPCG
6100
Matrix Private Capital Group
New York
$148M +$15.1M +11% 9.28% 62.5% 150 8.67%