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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
PF
6226
Penney Financial
Texas
$152M +$3.15M +2% 1.66% 39 5.13%
SFG
6227
Sowa Financial Group
Rhode Island
$152M -$7.45M -5% 1.21% 77.7% 31 9.68%
HAM
6228
Hedges Asset Management
Nevada
$152M +$737K +0.5% 3.87% 113 7.08%
CF
6229
Claris Financial
Virginia
$152M $0 0% 2.86% 153 0%
SCM
6230
Sebold Capital Management
Illinois
$152M +$2.95M +2% 1.08% 77 12.99%
WCM
6231
Washburn Capital Management
Florida
$152M -$9.41M -6% 4.55% 117% 60 23.33%
NWMG
6232
National Wealth Management Group
Ohio
$152M +$1.84M +1% 2.05% 123% 186 43.55%
FDDB
6233
Fidelity D&D Bancorp
Pennsylvania
$152M +$1.67M +1% 0.8% 110 8.18%
ACM
6234
Avos Capital Management
Washington
$152M +$25.3M +20% 2.39% 41 34.15%
LAMC
6235
Longview Asset Management (California)
California
$152M +$2.67M +2% 0.21% 135 5.19%
FNBOH
6236
First National Bank of Hutchinson
Kansas
$151M -$13.9M -8% 3.93% 94.8% 97 16.49%
FFWA
6237
Forthright Family Wealth Advisory
Texas
$151M -$2.49M -2% 0.71% 60 8.33%
AC
6238
Avory & Company
Florida
$151M -$27.1M -15% 12.2% 61.6% 36 33.33%
MFA
6239
McClarren Financial Advisors
Pennsylvania
$151M +$116M +325% 3.48% 55.3% 380 65%
PDN
6240
Pensionfund DSM Netherlands
Netherlands
$151M -$9.77M -6% 1.72% 36.6% 71 4.23%
RFMS
6241
RWQ Financial Management Services
Florida
$151M -$104M -41% 9.2% 415% 31 51.61%
LA
6242
Lakeside Advisors
Washington
$151M -$152K -0.1% 1.89% 64.4% 64 3.13%
TT
6243
TI-Trust
Illinois
$151M +$1.68M +1% 2.23% 85.8% 127 2.36%
RB
6244
Renasant Bank
Mississippi
$151M -$3.35M -2% 2.21% 53.8% 175 15.43%
VPA
6245
Vernal Point Advisors
California
$151M +$5.4M +4% 0.16% 19 0%
EAM
6246
Everstar Asset Management
North Carolina
$151M +$9.58M +7% 1.2% 199 16.58%
HI
6247
Harper Investing
California
$151M +$15.2M +11% 5.15% 53.4% 53 20.75%
MI
6248
Motiv8 Investments
Florida
$151M +$8.22M +6% 0.22% 101 15.84%
VFG
6249
Valley Financial Group
Pennsylvania
$151M +$6.92M +5% 0.33% 60 6.67%
LPAM
6250
Legion Partners Asset Management
California
$151M -$20.8M -12% 18.8% 95.5% 7 0%