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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
SGC
7426
Slocum, Gordon & Co
Rhode Island
$138M +$12.7M +10% 2.5% 55.2% 61 9.84%
HA
7427
HFG Advisors
Ohio
$138M +$2.41M +2% 2.16% 69.7% 119 19.33%
TL
7428
TowerView LLC
New York
$138M +$555K +0.4% 3.77% 17.9% 17 5.88%
SIM
7429
SWP Investment Management
Ohio
$138M +$36.2M +36% 3.08% 54 27.78%
AFW
7430
Avantra Family Wealth
Pennsylvania
$138M +$4.23M +3% 4.14% 165 7.27%
HPBT
7431
Hickory Point Bank & Trust
Illinois
$138M +$4.06M +3% 3.08% 132 7.58%
GCIG
7432
Grand Central Investment Group
Florida
$138M 19% 43
SA
7433
swisspartners Advisors
Switzerland
$138M +$16M +13% 0.64% 73.2% 24 8.33%
SFC
7434
Summit Financial Consulting
Michigan
$138M +$12.4M +10% 1.24% 45 11.11%
SR
7435
Summer Road
Florida
$138M -$11.5M -8% 3.83% 130% 22 22.73%
USWIA
7436
UP Strategic Wealth Investment Advisors
Pennsylvania
$138M +$4.26M +3% 3.52% 96 18.75%
OCA
7437
OEP Capital Advisors
New York
$138M +$14M +11% 11.3% 23.2% 1 0%
MCM
7438
M28 Capital Management
Connecticut
$138M +$69.6M +102% 117% 200% 9 0%
AC
7439
Anson Capital
Georgia
$137M +$4.09M +3% 2.19% 45.8% 87 9.2%
GAAM
7440
Grand Alliance Asset Management
Hong Kong
$137M -$24.3M -15% 28.4% 13 53.85%
MFG
7441
Mendota Financial Group
Wisconsin
$137M +$3.49M +3% 1.8% 53.8% 116 15.52%
RA
7442
RoundAngle Advisors
New Jersey
$137M +$8.22M +6% 4.84% 60 3.33%
WFP
7443
Welch Financial Planning
Colorado
$137M 1.34% 60
WSFG
7444
Wall Street Financial Group
Illinois
$137M +$1.08M +0.8% 3.14% 109 19.27%
OFG
7445
Opulen Financial Group
Virginia
$137M +$5.36M +4% 1.47% 109 3.67%
IIM
7446
Illumine Investment Management
Washington
$137M -$3.19M -2% 1% 92 2.17%
IWB
7447
Innovative Wealth Building
Maryland
$137M +$8.87M +7% 1.64% 62 12.9%
JCM
7448
J2 Capital Management
Michigan
$137M +$4.16M +3% 1.68% 128 10.94%
CWMA
7449
Capstone Wealth Management (Alabama)
Alabama
$137M +$7.12M +5% 3.58% 50 4%
CCA
7450
Cygnus Capital Advisors
Georgia
$137M 2.85% 158