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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 Avg Holding
Period (Yrs)
PK
3826
Pflug Koory
Nebraska
$122M +$3.95M +3% 4.23% – 411 4.87% 0.7
Physicians Financial Services
3827
Physicians Financial Services
North Carolina
$122M +$4.21M +4% 5.15% 100% 114 6.14% 1.6
Pecaut & Co
3828
Pecaut & Co
Iowa
$122M +$1.4M +1% 4.84% 67.6% 53 3.77% 2.3
RPg Family Wealth Advisory
3829
RPg Family Wealth Advisory
Massachusetts
$122M +$7.45M +6% 5.03% 117% 321 23.36% 0.9
Heritage Way Advisors
3830
Heritage Way Advisors
Illinois
$122M +$4.94M +4% 4.06% 79.4% 65 20% 0.6
AIA
3831
AIMZ Investment Advisors
California
$122M +$3.07M +3% 6.16% 81.3% 99 4.04% 2.4
AllSquare Wealth Management
3832
AllSquare Wealth Management
New York
$122M +$23.6M +24% 3.23% 62.4% 391 56.52% 0.9
MIM
3833
Midwest Investment Management
Ohio
$121M +$2.88M +2% 4.72% 26% 55 5.45% 2.6
Investment Counsel
3834
Investment Counsel
Michigan
$121M +$1.64M +1% 2.19% 50.1% 60 3.33% 1.6
BIMC
3835
Benson Investment Management Company
Virginia
$121M +$10.6M +10% 5.48% 99.8% 100 22% 0.6
Independent Order of Foresters
3836
Independent Order of Foresters
Ontario, Canada
$121M +$592K +0.5% 2.22% 66.3% 114 7.02% 3.3
TCM
3837
TCS Capital Management
New York
$121M -$71.8M -37% 0.89% 271% 7 71.43% 4.3
REDW Wealth
3838
REDW Wealth
New Mexico
$121M +$18.6M +18% 2.95% 54.1% 82 13.41% 0.6
Shepherd Kaplan Krochuk
3839
Shepherd Kaplan Krochuk
Massachusetts
$121M -$50.9M -30% 5.38% 38.5% 263 25.48% 2
Founders Capital Management (Texas)
3840
Founders Capital Management (Texas)
Texas
$121M +$7.81M +7% 4.78% 131% 372 6.72% 0.5
MinichMacGregor Wealth Management
3841
MinichMacGregor Wealth Management
New York
$121M +$5.34M +5% 3.09% 130% 551 11.8% 1.3
Capco Asset Management
3842
Capco Asset Management
Florida
$121M +$6.39M +6% 5.9% 46.1% 19 10.53% 0.7
Caldera Capital
3843
Caldera Capital
Texas
$121M +$13.2M +12% 8.15% 84.5% 27 51.85% 0.4
Leicht Financial Planning & Wealth Management
3844
Leicht Financial Planning & Wealth Management
New Jersey
$120M +$4.16M +4% 1.73% 46.3% 25 8% 0.7
Summit Financial Group
3845
Summit Financial Group
West Virginia
$120M +$4.71M +4% 4.06% 26.1% 120 10.83% 0.2
Johnson Financial Group LLC (Colorado)
3846
Johnson Financial Group LLC (Colorado)
Colorado
$120M +$1.34M +1% 3.33% 58.7% 77 16.88% 0.6
Axon Capital
3847
Axon Capital
New York
$120M +$31.3M +35% 5.73% – 14 35.71% 0.7
Abbot Financial Management
3848
Abbot Financial Management
Massachusetts
$120M +$8.5M +8% 4.54% 102% 98 3.06% 0.2
Cascade Investment Advisors
3849
Cascade Investment Advisors
Oregon
$120M +$2.39M +2% 4.58% 71.4% 190 13.68% 0.9
Private Harbour Investment Management & Counsel
3850
Private Harbour Investment Management & Counsel
Ohio
$120M -$2.26M -2% 3.77% 82.6% 86 6.98% 3.1