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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
IIC
3201
Integrated Investment Consultants
Michigan
$502M +$17.3M +4% 1.85% 70.2% 339 16.81%
NWM
3202
Northwest Wealth Management
Iowa
$502M +$30.3M +6% 0.47% 63.4% 192 15.1%
LWM
3203
LJI Wealth Management
Indiana
$502M -$5.61M -1% 4.12% 61.5% 189 7.94%
MWA
3204
Martel Wealth Advisors
Washington
$502M -$10.1M -2% 1.1% 39.7% 72 6.94%
MIC
3205
Maxi Investments CY
Cyprus
$502M -$16.5M -3% 8.93% 67.1% 178 57.3%
ACM
3206
Armbruster Capital Management
New York
$501M +$9.24M +2% 1.17% 64.3% 135 7.41%
PA
3207
Perennial Advisors
New York
$501M +$41.9M +9% 1.02% 115 34.78%
SFPM
3208
Sensible Financial Planning & Management
Massachusetts
$501M +$18.6M +4% 0.48% 24.5% 30 3.33%
ACM
3209
Arvin Capital Management
Texas
$501M +$144M +40% 2.23% 69 73.91%
HG
3210
Harbor Group
New Hampshire
$501M +$55.4M +12% 1.76% 41.4% 104 18.27%
P
3211
Pfizer
New York
$501M -$2.09B -81% 25.4% 23 8.7%
SIC
3212
SFE Investment Counsel
California
$501M +$29.6M +6% 3.74% 105% 145 24.83%
TF
3213
TLWM Financial
Texas
$500M -$8.09M -2% 2.21% 48% 74 1.35%
GWMIA
3214
Global Wealth Management Investment Advisory
Florida
$500M +$14.9M +3% 0.15% 67.5% 153 15.69%
PWM
3215
PBMares Wealth Management
Virginia
$500M +$10.2M +2% 0.6% 67.7% 201 8.96%
RR
3216
Robotti Robert
$499M -$70.7M -12% 8.02% 107% 68 8.82%
SAM
3217
Secure Asset Management
Michigan
$499M -$160M -24% 1.87% 86.5% 370 29.73%
AWM
3218
Austin Wealth Management
Texas
$499M +$16.6M +3% 0.38% 48.2% 132 10.61%
WAM
3219
Wilsey Asset Management
California
$499M -$40.5M -8% 3.89% 55% 25 12%
TAM
3220
Third Avenue Management
New York
$499M -$18.1M -4% 0.39% 113% 62 6.45%
NB
3221
Nicolet Bankshares
Wisconsin
$498M +$74.2M +18% 0.8% 75.5% 200 5%
GA
3222
GFS Advisors
Texas
$498M -$160M -24% 1.62% 97.9% 157 25.48%
RI
3223
RPTC Inc
Wyoming
$498M +$7.03M +1% 3.23% 66.4% 7 14.29%
PIFP
3224
Partners in Financial Planning
Virginia
$498M +$7.38M +2% 0.49% 38.9% 109 9.17%
KGAMU
3225
KPS Global Asset Management (UK)
United Kingdom
$497M +$3.18M +0.6% 3.07% 523% 4 0%