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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
PFS
3826
Physicians Financial Services
North Carolina
$122M +$4.21M +4% 5.15% 100% 114 6.14%
PC
3827
Pecaut & Co
Iowa
$122M +$1.4M +1% 4.84% 67.6% 53 3.77%
RFWA
3828
RPg Family Wealth Advisory
Massachusetts
$122M +$7.45M +6% 5.03% 117% 321 23.36%
HWA
3829
Heritage Way Advisors
Illinois
$122M +$4.94M +4% 4.06% 79.4% 65 20%
AIA
3830
AIMZ Investment Advisors
California
$122M +$3.07M +3% 6.16% 81.3% 99 4.04%
AWM
3831
AllSquare Wealth Management
New York
$122M +$23.6M +24% 3.23% 62.4% 391 56.52%
MIM
3832
Midwest Investment Management
Ohio
$121M +$2.88M +2% 4.72% 26% 55 5.45%
IC
3833
Investment Counsel
Michigan
$121M +$1.64M +1% 2.19% 50.1% 60 3.33%
BIMC
3834
Benson Investment Management Company
Virginia
$121M +$10.6M +10% 5.48% 91.6% 100 22%
IOOF
3835
Independent Order of Foresters
Ontario, Canada
$121M +$592K +0.5% 2.22% 66.3% 114 7.02%
TCM
3836
TCS Capital Management
New York
$121M -$71.8M -37% 0.89% 271% 7 71.43%
RW
3837
REDW Wealth
New Mexico
$121M +$18.6M +18% 2.95% 54.1% 82 13.41%
SKK
3838
Shepherd Kaplan Krochuk
Massachusetts
$121M -$50.9M -30% 5.38% 38.5% 263 25.48%
FCMT
3839
Founders Capital Management (Texas)
Texas
$121M +$7.81M +7% 4.78% 118% 372 6.72%
MWM
3840
MinichMacGregor Wealth Management
New York
$121M +$5.34M +5% 3.09% 119% 551 11.8%
CAM
3841
Capco Asset Management
Florida
$121M +$6.39M +6% 5.9% 46.1% 19 10.53%
CC
3842
Caldera Capital
Texas
$121M +$13.2M +12% 8.15% 84.5% 27 51.85%
LFPWM
3843
Leicht Financial Planning & Wealth Management
New Jersey
$120M +$4.16M +4% 1.73% 46.3% 25 8%
SFG
3844
Summit Financial Group
West Virginia
$120M +$4.71M +4% 4.06% 26.1% 120 10.83%
JFGLC
3845
Johnson Financial Group LLC (Colorado)
Colorado
$120M +$1.34M +1% 3.33% 58.7% 77 16.88%
AC
3846
Axon Capital
New York
$120M +$31.3M +35% 5.73% 14 35.71%
AFM
3847
Abbot Financial Management
Massachusetts
$120M +$8.5M +8% 4.54% 102% 98 3.06%
CIA
3848
Cascade Investment Advisors
Oregon
$120M +$2.39M +2% 4.58% 71.4% 190 13.68%
PHIMC
3849
Private Harbour Investment Management & Counsel
Ohio
$120M -$2.25M -2% 3.77% 82.6% 86 6.98%
GBA
3850
Garrison Bradford & Associates
New York
$119M +$3.91M +3% 6.01% 63.5% 90 6.67%