Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
RCG
3476
Ruggie Capital Group
Florida
$148M +$13.7M +10% 2.57% 21.9% 329
BCM
3477
Boltwood Capital Management
California
$148M +$4.87M +3% 1.68% 41.3% 118
AIM
3478
Act II Management
New York
$148M +$10.2M +7% 5.9% 42.7% 23
KC
3479
Kingfisher Capital
North Carolina
$148M +$9.07M +7% 2.55% 58.5% 115
PCC
3480
Park Circle Company
Maryland
$148M +$8.53M +6% 0.99% 54% 89
WCG
3481
Wall Capital Group
Arizona
$148M +$21.3M +17% 2.52% 16.6% 51
CSA
3482
Cottage Street Advisors
Massachusetts
$148M +$7.22M +5% 2.85% 73.3% 88
FUBT
3483
First United Bank & Trust
Maryland
$148M +$4.89M +3% 2.38% 60.4% 113
SCM
3484
Sitrin Capital Management
California
$148M +$8.44M +6% 5.59% 105% 39
LPIC
3485
LeJeune Puetz Investment Counsel
Michigan
$147M +$8.28M +6% 3% 64% 147
PIA
3486
Phoenix Investment Adviser
New York
$147M +$15.1M +11% 1.44% 26% 68
CHJWM
3487
Carlton Hofferkamp & Jenks Wealth Management
Texas
$147M +$3.86M +3% 1.2% 43.7% 89
HCA
3488
Horan Capital Advisors
Ohio
$147M +$6.69M +5% 2.43% 26.6% 79
BCP
3489
Berkeley Capital Partners
Georgia
$147M -$309K -0.2% 1.78% 45.8% 127
MFT
3490
Moisand Fitzgerald Tamayo
Florida
$147M +$4.97M +4% 2.37% 35.1% 63
DSN
3491
D. Scott Neal
Kentucky
$147M -$8.41M -5% 2.03% 88% 194
BJCM
3492
Blue Jay Capital Management
California
$147M -$56.7M -28% 11.7% 30
HWP
3493
Hefty Wealth Partners
Indiana
$146M +$8.95M +7% 1.58% 264
WA
3494
WESPAC Advisors
California
$146M +$59.6M +69% 3.04% 64.3% 144
RWA
3495
RGT Wealth Advisors
Texas
$146M -$1.18M -0.8% 2.26% 9.35% 117
FCAG
3496
First Capital Advisors Group
New Jersey
$146M +$12.2M +9% 2.28% 149
LFG
3497
LifePlan Financial Group
Ohio
$146M +$1.94M +1% 1.98% 20.2% 111
SC
3498
Searle & Co
Connecticut
$146M +$3.1M +2% 2.6% 62.1% 138
MSFP
3499
Mark Sheptoff Financial Planning
Connecticut
$146M +$5.36M +4% 3.98% 74.7% 391
HBWM
3500
Hollow Brook Wealth Management
New York
$146M +$17.1M +13% 3.39% 83.4% 49