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
PIA
3501
Phoenix Investment Adviser
New York
$147M +$15.1M +11% 68
CHJWM
3502
Carlton Hofferkamp & Jenks Wealth Management
Texas
$147M +$3.86M +3% 89
HCA
3503
Horan Capital Advisors
Ohio
$147M +$6.69M +5% 79
BCP
3504
Berkeley Capital Partners
Georgia
$147M -$309K -0.2% 127
MFT
3505
Moisand Fitzgerald Tamayo
Florida
$147M +$4.97M +4% 63
DSN
3506
D. Scott Neal
Kentucky
$147M -$8.41M -5% 194
BJCM
3507
Blue Jay Capital Management
California
$147M -$56.7M -28% 30
HWP
3508
Hefty Wealth Partners
Indiana
$146M +$8.95M +7% 264
WA
3509
WESPAC Advisors
California
$146M +$59.6M +69% 144
RWA
3510
RGT Wealth Advisors
Texas
$146M -$1.18M -0.8% 117
FCAG
3511
First Capital Advisors Group
New Jersey
$146M +$12.2M +9% 149
LFG
3512
LifePlan Financial Group
Ohio
$146M +$1.94M +1% 111
SC
3513
Searle & Co
Connecticut
$146M +$3.1M +2% 138
MSFP
3514
Mark Sheptoff Financial Planning
Connecticut
$146M +$5.36M +4% 391
HBWM
3515
Hollow Brook Wealth Management
New York
$146M +$17.1M +13% 49
FM
3516
Family Management
New York
$145M +$155K +0.1% 80
TCCM
3517
Timber Creek Capital Management
Massachusetts
$145M +$12.2M +9% 178
MS
3518
Maven Securities
Jersey
$145M -$8.5M -6% 63
IAMOG
3519
Investors Asset Management of Georgia
Georgia
$145M +$1.17M +0.8% 147
RA
3520
RFG Advisory
Alabama
$145M +$12.9M +10% 143
TWM
3521
Torch Wealth Management
Ohio
$145M -$5.09M -3% 99
FA
3522
FC Advisory
Pennsylvania
$145M +$3.17M +2% 43
BWA
3523
Burt Wealth Advisors
Maryland
$145M +$5.91M +4% 452
HCIA
3524
Hochman Cole Investment Advisors
Illinois
$145M +$6.9M +5% 94
DCCA
3525
D.C. Capital Advisors
New York
$145M +$1.31M +0.9% 26