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
HAFS
5301
Hapanowicz & Associates Financial Services
Pennsylvania
$138M +$29.6M +27% 31
BFAG
5302
Blackston Financial Advisory Group
Florida
$138M -$4.2M -3% 96
AC
5303
Applied Capital
Arkansas
$138M -$7.66M -5% 54
SNBOSD
5304
Security National Bank of So Dak
Iowa
$138M +$26.4M +24% 99
HIS
5305
Horizon Investment Services
Indiana
$138M -$393K -0.3% 114
SFSG
5306
Sound Financial Strategies Group
Mississippi
$138M +$71.1M +107% 69
CWM
5307
Cahill Wealth Management
Michigan
$138M +$25.6M +23% 52
FCM
5308
Fourpath Capital Management
Oklahoma
$138M -$8.69M -6% 125
BBWP
5309
Beacon Bridge Wealth Partners
Pennsylvania
$138M 93
GCM
5310
Gables Capital Management
Florida
$137M +$12.8M +10% 369
MWM
5311
Maltin Wealth Management
New Jersey
$137M +$10.8M +9% 115
WMA
5312
West Michigan Advisors
Michigan
$137M +$22.6M +20% 129
EWA
5313
Etesian Wealth Advisors
Oregon
$137M 104
AIM
5314
Alhambra Investment Management
Florida
$137M +$5.71M +4% 152
DCM
5315
Delta Capital Management
New Jersey
$137M +$14.6M +12% 85
FIC
5316
Family Investment Center
Missouri
$137M 48
GWCM
5317
Godshalk Welsh Capital Management
Pennsylvania
$137M +$1.65M +1% 122
BMA
5318
Brooks Moore & Associates
Tennessee
$137M +$13.3M +11% 89
IGYL
5319
I.G.Y. Ltd
United Kingdom
$137M -$11.1M -8% 3
LAM
5320
LifePro Asset Management
California
$137M -$37.2M -21% 121
BCM
5321
Brightlight Capital Management
Connecticut
$137M -$2.31M -2% 12
SPA
5322
Sherbrooke Park Advisers
New York
$137M 253
BG
5323
Benedetti & Gucer
Georgia
$137M +$9.53M +7% 104
TCM
5324
TCG Capital Management
California
$137M 1
BAM
5325
Beaumont Asset Management
Texas
$137M +$10.5M +8% 78