We are live on ! Find out more

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
HHAA
1951
Henry H. Armstrong Associates
Pennsylvania
$453M -$8.86M -2% 1.83% 49.3% 39 5.13%
CMBA
1952
C.M. Bidwell & Associates
Hawaii
$452M +$14.4M +3% 4.7% 70.6% 283 54.42%
BFG
1953
Beacon Financial Group
Texas
$451M -$31.5M -7% 0.48% 60.3% 196 21.43%
BCA
1954
Bernzott Capital Advisors
California
$451M -$9.05M -2% 3.08% 46.6% 56 19.64%
PWM
1955
Patriot Wealth Management
Texas
$450M +$22.1M +5% 1.56% 24.3% 65 10.77%
SCM
1956
SeaStone Capital Management
New York
$449M -$194M -30% 6.7% 17.6% 46 52.17%
CCWA
1957
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$449M -$12.5M -3% 1.37% 42.3% 86 11.63%
FBB
1958
Fulton Breakefield Broenniman
Maryland
$449M -$7.61M -2% 0.04% 68% 135 7.41%
PFS
1959
Prospera Financial Services
Texas
$449M +$47.8M +12% 2.23% 97.4% 363 31.4%
GC
1960
Gratus Capital
Georgia
$449M +$26.2M +6% 0.35% 51.4% 105 34.29%
CW
1961
Cobiz Wealth
Colorado
$448M +$10.8M +2% 3.88% 54% 136 10.29%
BI
1962
Bulldog Investors
New Jersey
$448M -$14.2M -3% 0.47% 22.5% 85 32.94%
LIA
1963
LBMC Investment Advisors
Tennessee
$447M +$16.8M +4% 1.53% 52.8% 63 12.7%
CIM
1964
Corbyn Investment Management
Maryland
$447M -$76M -15% 1.61% 71.9% 52 17.31%
LPPI
1965
LS Power Partners II
New York
$447M +$3.95M +0.9% 3.34% 27.3% 1 0%
HR
1966
Howe & Rusling
New York
$446M +$29.1M +7% 3.88% 82% 1,034 18.28%
NC
1967
NBW Capital
Massachusetts
$446M +$10.2M +2% 2.33% 86% 83 16.87%
YIA
1968
YHB Investment Advisors
Connecticut
$446M +$9.1M +2% 1.93% 85.7% 172 8.72%
AAC
1969
Asset Advisors Corp
Georgia
$446M -$7.08M -2% 0.39% 41.4% 168 11.31%
GC
1970
Grace Capital
Massachusetts
$445M +$29.3M +7% 2.06% 127% 107 17.76%
SGCA
1971
Steel Grove Capital Advisors
Tennessee
$445M 0.85% 93% 171
ACM
1972
Astenbeck Capital Management
Connecticut
$445M +$341M +329% 1.27% 12.4% 21 42.86%
BII
1973
Bainco International Investors
Massachusetts
$444M +$21.8M +5% 2.27% 69.4% 93 15.05%
AP
1974
Appleton Partners
Massachusetts
$443M +$6.59M +2% 3.74% 101% 197 14.72%
MCTIC
1975
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$443M -$3.21M -0.7% 2.79% 38.8% 100 5%