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 Avg Holding
Period (Yrs)
SWM
6276
SFG Wealth Management
Maryland
$73.9M -$11.9M -14% 3.6% 82.1% 93 29.03% 0.6
KA
6277
Kearns & Associates
California
$73.9M -$1.44M -2% 5.92% 78.7% 13 0% 0.8
AM
6278
Account Management
Massachusetts
$73.7M -$8.4M -10% 4.26% 87.4% 26 15.38% 4.3
AHIA
6279
Andrew Hill Investment Advisors
Florida
$73.7M +$4.05M +6% 0.87% – 57 49.12% 0.5
TDC
6280
Thompson Davis & Co
Virginia
$73.6M +$12.5M +20% 37.4% 188% 111 31.53% 3.1
MFA
6281
Morling Financial Advisors
California
$73.4M -$3.2M -4% 1.8% 91.2% 77 14.29% 0.6
CCM
6282
Crew Capital Management
Ohio
$73.4M -$6.11M -8% 5.85% 104% 98 15.31% 1.3
AGAM
6283
Audent Global Asset Management
California
$73.4M -$71.4M -49% 4.92% 112% 50 14% 0.7
FCT
6284
First Community Trust
Iowa
$73.3M -$11.4M -13% 5.86% 128% 380 23.95% 0.7
PM
6285
Ponoi Management
California
$73.2M +$9.9M +16% 17.6% – 4 0% 1.8
BPFA
6286
Barnes Pettey Financial Advisors
Mississippi
$73.2M -$4.23M -5% 5.19% 79.7% 95 18.95% 0.6
FW
6287
Fidato Wealth
Ohio
$73.2M -$3.42M -4% 5.54% 61.1% 5 0% 0.7
1CP
6288
17 Capital Partners
Arizona
$73M -$6.18M -8% 4.16% – 89 3.37% 1.1
JHWEPV
6289
J.H. Whitney Equity Partners VII
Connecticut
$73M -$37M -34% 33.6% 407% 1 0% 0.8
KCM
6290
KRS Capital Management
Michigan
$72.5M +$2.3M +3% 5.88% 233% 101 9.9% 0.7
PGWM
6291
Pitti Group Wealth Management
New York
$72.5M -$802K -1% 4.76% 65.3% 64 9.38% 0.7
ACM
6292
ACT Capital Management
Pennsylvania
$72.5M +$956K +1% 6.71% – 88 30.68% 0.9
ETIA
6293
Epic Trust Investment Advisors
Washington
$72.2M +$19.3M +37% 3.75% – 110 46.36% 0.3
1I
6294
1888 Investments
Colorado
$72.1M -$2.31M -3% 1.05% 38.6% 7 57.14% 0.6
MIC
6295
MU Investments Company
Japan
$72M -$1.93M -3% 2.69% 40.4% 24 0% 5.2
HA
6296
HFG Advisors
Ohio
$72M -$2.07M -3% 4.39% 69.7% 88 14.77% 0.6
IVP
6297
Intrinsic Value Partners
Arizona
$72M -$6.42M -8% 7.2% 126% 54 3.7% 0.7
BCM
6298
Barrier Capital Management
California
$71.8M -$5.48M -7% 3.35% 216% 20 45% 0.4
FWM
6299
Forefront Wealth Management
Pennsylvania
$71.8M -$2.44M -3% 1.22% – 53 30.19% 0.6
PWSG
6300
Pacific Wealth Strategies Group
California
$71.8M -$5.85M -8% 4.37% 75.5% 46 15.22% 4.2