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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
PCFFS
3476
Pacific Center for Financial Services
California
$195M +$9.23M +5% 2.77% 43.4% 344 6.98%
AIA
3477
Alera Investment Advisors
Illinois
$195M -$10.3M -5% 3.01% 28.9% 1,239 94.11%
MWP
3478
Moller Wealth Partners
$195M -$27.9M -13% 1.84% 41.4% 56 14.29%
KLI
3479
Kelman-Lazarov Inc
Tennessee
$195M +$5.46M +3% 2.98% 39.9% 98 10.2%
WC
3480
Wynnefield Capital
New York
$195M -$15.5M -7% 0.06% 110% 31 16.13%
CWAG
3481
Compton Wealth Advisory Group
Virginia
$195M +$6.08M +3% 3.04% 67.6% 71 5.63%
OPA
3482
Old Port Advisors
Maine
$195M +$4.25M +2% 2.39% 106% 183 6.01%
PW
3483
Peninsula Wealth
California
$195M +$13.9M +8% 3.14% 30% 33 15.15%
I
3484
INVST
Indiana
$195M -$4.67M -2% 3.04% 60.4% 87 34.48%
TSS
3485
Thomas Story & Son
Indiana
$195M +$4.19M +2% 1.76% 91.8% 59 10.17%
FAM
3486
Foresters Asset Management
Ontario, Canada
$195M +$1.78M +0.9% 3.69% 55.6% 51 3.92%
FC
3487
Finepoint Capital
Massachusetts
$195M -$22.9M -11% 5.67% 24.8% 3 0%
PWP
3488
Principle Wealth Partners
Connecticut
$194M +$19.5M +11% 3.71% 65.9% 144 14.58%
GA
3489
Greenspring Associates
Maryland
$194M -$62.3M -24% 0.74% 15 73.33%
PSG
3490
Planning Solutions Group
Maryland
$194M +$7.55M +4% 2.61% 144 9.03%
BFC
3491
Blue Fin Capital
Rhode Island
$194M +$3.6M +2% 4.13% 119% 128 3.91%
EBT
3492
Enterprise Bank & Trust
Massachusetts
$194M -$49.4M -20% 3.54% 65.9% 111 27.03%
ST
3493
Somerset Trust
Pennsylvania
$194M +$3.84M +2% 5% 69.7% 188 46.28%
SC
3494
Schulhoff & Co
Ohio
$194M +$6.82M +4% 4.65% 42.7% 106 4.72%
ACM
3495
Ailanthus Capital Management
New York
$194M +$32.2M +20% 6.17% 29 86.21%
USGIU
3496
U.S. Global Investors (USGI)
Texas
$194M -$15.1M -7% 7.56% 101% 228 52.63%
IWA
3497
Intercontinental Wealth Advisors
Texas
$194M -$8.03M -4% 2.42% 46.7% 473 16.7%
LPIC
3498
LeJeune Puetz Investment Counsel
Michigan
$194M +$9.41M +5% 2.31% 64.1% 183 8.74%
PIC
3499
Portland Investment Counsel
Ontario, Canada
$193M -$4.99M -3% 3.9% 104% 46 4.35%
ACM
3500
Aquamarine Capital Management
New York
$193M +$12M +7% 7.17% 23% 11 0%