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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
CPA
7251
Cathy Pareto & Associates
Florida
$121M +$7.95M +7% 6.48% 89 8.99%
EBA
7252
Eagle Bay Advisors
New York
$121M +$2.99M +3% 9.08% 78.4% 119 10.08%
HAM
7253
Hickory Asset Management
Ohio
$121M +$8.38M +7% 9.66% 94 8.51%
PA
7254
Persium Advisors
Georgia
$121M +$15.3M +15% 9.04% 65 16.92%
ACMC
7255
Anchor Capital Management Company
North Carolina
$121M +$20.7M +21% 11.6% 11 27.27%
LF
7256
LifePlan Financial
Minnesota
$121M +$6M +5% 5.66% 95 12.63%
GCG
7257
Gilbert Capital Group
Maine
$121M 8.78% 48
IWB
7258
Innovative Wealth Building
Maryland
$121M +$12.1M +11% 8.64% 55 16.36%
DQRIM
7259
Dale Q Rice Investment Management
Washington
$121M -$73M -38% 23.6% 95 31.58%
RC
7260
Rexford Capital
Texas
$121M 7.49% 280
WFS
7261
WealthGarden F.S.
California
$120M +$16.5M +16% 10.8% 142 17.61%
EFG
7262
Elm3 Financial Group
Georgia
$120M +$6.48M +6% 16.3% 117 21.37%
ABG
7263
Ally Bridge Group
New York
$120M +$9.25M +8% 17.4% 826% 37 59.46%
MLIM
7264
Mountain Lake Investment Management
Florida
$120M +$13.9M +13% 4.24% 64% 34 32.35%
HTWM
7265
Hartmann Taylor Wealth Management
Texas
$120M +$8.5M +8% 9.32% 57 19.3%
WF
7266
Womack Financial
Texas
$120M +$10.8M +10% 8.38% 66 3.03%
PAS
7267
Parsonex Advisory Services
Colorado
$120M 17% 96
ECP
7268
Epacria Capital Partners
Colorado
$120M -$3.14M -3% 5.78% 89.1% 41 19.51%
PSB
7269
Piscataqua Savings Bank
New Hampshire
$120M +$6.61M +6% 8.72% 85.5% 372 10.48%
RA
7270
RoundAngle Advisors
New Jersey
$120M +$10.9M +10% 11.8% 58 1.72%
WCM
7271
WealthTrak Capital Management
Virginia
$120M +$3.66M +3% 7.79% 1,094 25.78%
SHCM
7272
Stone House Capital Management
Florida
$120M +$1.73M +1% 1.83% 151% 4 25%
BFM
7273
Brooklands Fund Management
United Kingdom
$120M -$40.3M -25% 120 73.33%
PWM
7274
Pinnacle Wealth Management
California
$120M +$30.8M +35% 24.1% 194% 69 53.62%
TC
7275
Travelers Companies
Minnesota
$119M +$2.62M +2% 2.35% 3 66.67%