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
NEPPG
4751
New England Professional Planning Group
Rhode Island
$169M +$2.97M +2% 55
RWRC
4752
R.W. Roge & Company
New York
$169M +$9.14M +6% 44
JPLA
4753
Joseph P. Lucia & Associates
New York
$169M +$1.43M +0.9% 640
WA1
4754
Wimmer Associates 1
California
$169M -$1.76M -1% 123
FC
4755
Fusion Capital
South Carolina
$169M +$2.38M +1% 79
BWM
4756
BNC Wealth Management
Oregon
$169M +$3.66M +2% 101
WFC
4757
Western Financial Corp
California
$169M -$16.5M -9% 101
SRA
4758
Summit Rock Advisors
New York
$169M -$83.8M -33% 5
HWA
4759
Hillcrest Wealth Advisors
New Jersey
$169M +$3.43M +2% 53
VIM
4760
VCU Investment Management
Virginia
$168M -$1.35M -0.8% 7
CCC
4761
Cincinnati Casualty Company
Ohio
$168M +$192K +0.1% 27
RCM
4762
Radnor Capital Management
Pennsylvania
$168M -$128M -43% 213
LL
4763
LPWM LLC
Minnesota
$168M +$1.83M +1% 63
PFA
4764
Plotkin Financial Advisors
Maryland
$168M -$12.6M -7% 106
HWMG
4765
Hurlow Wealth Management Group
Indiana
$168M +$16.3M +11% 101
MP
4766
Marlowe Partners
New York
$168M +$14.2M +9% 7
CCM
4767
Cribstone Capital Management
Maine
$168M +$2.94M +2% 429
GPFA
4768
Game Plan Financial Advisors
Ohio
$168M -$223K -0.1% 113
LFWA
4769
LBJ Family Wealth Advisors
Texas
$168M -$631K -0.4% 23
PC
4770
Pecaut & Co
Iowa
$168M +$14.1M +9% 84
NAM
4771
NewGen Asset Management
Ontario, Canada
$168M -$69.5M -29% 59
CCMU
4772
Cheyne Capital Management (UK)
United Kingdom
$168M -$51.9M -24% 129
SP
4773
Successful Portfolios
Florida
$167M +$2.48M +2% 209
EF
4774
Exeter Financial
Arizona
$167M -$5.02M -3% 83
CWA
4775
Centennial Wealth Advisory
Michigan
$167M +$7.53M +5% 91