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
KA
4751
Kozak & Associates
Colorado
$169M 338
FF
4752
Friedenthal Financial
New Jersey
$169M +$2.24M +1% 79
NEPPG
4753
New England Professional Planning Group
Rhode Island
$169M +$2.97M +2% 55
RWRC
4754
R.W. Roge & Company
New York
$169M +$9.14M +6% 44
JPLA
4755
Joseph P. Lucia & Associates
New York
$169M +$1.43M +0.9% 640
WA1
4756
Wimmer Associates 1
California
$169M -$1.76M -1% 123
FC
4757
Fusion Capital
South Carolina
$169M +$2.38M +1% 79
BWM
4758
BNC Wealth Management
Oregon
$169M +$3.66M +2% 101
WFC
4759
Western Financial Corp
California
$169M -$16.5M -9% 101
SRA
4760
Summit Rock Advisors
New York
$169M -$83.8M -33% 5
HWA
4761
Hillcrest Wealth Advisors
New Jersey
$169M +$3.43M +2% 53
VIM
4762
VCU Investment Management
Virginia
$168M -$1.35M -0.8% 7
CCC
4763
Cincinnati Casualty Company
Ohio
$168M +$192K +0.1% 27
RCM
4764
Radnor Capital Management
Pennsylvania
$168M -$128M -43% 213
LL
4765
LPWM LLC
Minnesota
$168M +$1.83M +1% 63
PFA
4766
Plotkin Financial Advisors
Maryland
$168M -$12.6M -7% 106
HWMG
4767
Hurlow Wealth Management Group
Indiana
$168M +$16.3M +11% 101
MP
4768
Marlowe Partners
New York
$168M +$14.2M +9% 7
CCM
4769
Cribstone Capital Management
Maine
$168M +$2.94M +2% 429
GPFA
4770
Game Plan Financial Advisors
Ohio
$168M -$223K -0.1% 113
LFWA
4771
LBJ Family Wealth Advisors
Texas
$168M -$631K -0.4% 23
PC
4772
Pecaut & Co
Iowa
$168M +$14.1M +9% 84
NAM
4773
NewGen Asset Management
Ontario, Canada
$168M -$69.5M -29% 59
CCMU
4774
Cheyne Capital Management (UK)
United Kingdom
$168M -$51.9M -24% 129
SP
4775
Successful Portfolios
Florida
$167M +$2.48M +2% 209