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
BA
5401
Bluesphere Advisors
Pennsylvania
$139M -$4.45M -3% 89
JGCM
5402
Joseph Group Capital Management
Ohio
$139M +$19.9M +17% 80
PGF
5403
Plan Group Financial
Oklahoma
$139M +$19.1M +16% 95
WDC
5404
Woodward Diversified Capital
California
$139M +$6.3M +5% 168
AIC
5405
Argus Investors Counsel
New York
$139M -$5.43M -4% 99
BCM
5406
Beaumont Capital Management
Massachusetts
$139M -$5.19M -4% 46
AWS
5407
Arkfeld Wealth Strategies
Nebraska
$139M +$884K +0.6% 76
SAM
5408
S.A. Mason
Michigan
$139M +$990K +0.7% 325
I
5409
IMPACTfolio
Colorado
$139M +$12.8M +10% 52
AUIM
5410
Aegon USA Investment Management
Iowa
$139M -$35.7M -20% 43
RHDIC
5411
R.H. Dinel Investment Counsel
California
$139M -$4.23M -3% 57
DCM
5412
Decatur Capital Management
Georgia
$138M -$7.64M -5% 57
EM
5413
ELCO Management
New York
$138M +$251K +0.2% 144
TFA
5414
Tranquilli Financial Advisor
New Jersey
$138M -$2.81M -2% 105
FWS
5415
FinDec Wealth Services
California
$138M -$4.54M -3% 46
ACM
5416
AUA Capital Management
Pennsylvania
$138M -$6.98M -5% 81
ADMI
5417
Albert D. Mason Inc
Massachusetts
$138M -$7.74M -5% 160
CFC
5418
Client First Capital
California
$138M +$3.49M +3% 22
EA
5419
Evolution Advisers
Virginia
$138M -$3.58M -3% 167
SPA
5420
Shore Point Advisors
New Jersey
$138M -$2.02M -1% 50
EW
5421
Element Wealth
Mississippi
$138M -$5.31M -4% 251
AWAP
5422
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$138M -$2.27M -2% 130
CG
5423
Clarus Group
Texas
$138M +$748K +0.5% 119
LFG
5424
Leverty Financial Group
Wisconsin
$138M +$514K +0.4% 31
AFR
5425
Applied Fundamental Research
Massachusetts
$138M -$21.9M -14% 13