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
CWM
5026
Castle Wealth Management
Florida
$209M +$17.5M +9% 128
DFG
5027
Demars Financial Group
Washington
$209M +$5.65M +3% 73
RGF
5028
Retirement Guys Formula
Ohio
$209M +$3.56M +2% 132
JIC
5029
Juniper Investment Company
New York
$209M +$7.61M +4% 12
HC
5030
Hillman Company
Pennsylvania
$209M -$5.75M -3% 13
NERM
5031
New England Research & Management
Illinois
$208M +$4.43M +2% 182
AWM
5032
Altus Wealth Management
Kentucky
$208M +$18M +9% 42
FGI
5033
Foresight Global Investors
New York
$208M +$4.9M +2% 46
BWM
5034
BKM Wealth Management
Wisconsin
$208M -$24.6M -11% 201
AA
5035
Alta Advisers
United Kingdom
$208M +$6.21M +3% 402
CB
5036
CNB Bank
Pennsylvania
$208M +$2.81M +1% 530
AFA
5037
Alpha Financial Advisors
North Carolina
$208M -$4.29M -2% 45
CPW
5038
Crestmont Private Wealth
Texas
$208M +$6M +3% 89
PI
5039
Pettee Investors
Connecticut
$207M -$28.9M -12% 119
ODA
5040
One Degree Advisors
California
$207M +$6.48M +3% 55
BSA
5041
Bull Street Advisors
Georgia
$207M -$1.64M -0.8% 94
G
5042
Gainplan
Michigan
$207M +$277K +0.1% 82
EHWM
5043
Eads & Heald Wealth Management
Georgia
$207M -$7.46M -3% 147
GWP
5044
Gen-Wealth Partners
Michigan
$207M +$5.27M +3% 691
SC
5045
Summa Corp
Texas
$206M +$23.4M +13% 62
DCM
5046
Decatur Capital Management
Georgia
$206M +$22.3M +12% 51
SSW
5047
Smith Shellnut Wilson
Mississippi
$206M +$17.4M +9% 146
ACM
5048
Anfield Capital Management
California
$206M -$1.54M -0.7% 546
ATIA
5049
American Trust Investment Advisors
New Hampshire
$206M -$4M -2% 89
LFA
5050
LifeGuide Financial Advisors
Pennsylvania
$206M +$7.34M +4% 43