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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
3851
Integrated Investment Consultants
Michigan
$275M -$40.6M -13% 3.47% 59.1% 280 19.64%
V
3852
ValueWorks
New York
$275M -$1.36M -0.5% 1.72% 110% 33 6.06%
PFM
3853
Peak Financial Management
Massachusetts
$275M -$5.98M -2% 4.05% 51.8% 83 18.07%
MP
3854
Mediatel Partners
Texas
$275M +$15M +6% 5.89% 22.9% 3 0%
BC
3855
Brahman Capital
New York
$275M -$93.6M -25% 8.2% 16.6% 24 25%
LMKC
3856
L.M. Kohn & Company
Ohio
$274M +$9.08M +3% 3% 97.9% 253 12.65%
SAS
3857
SMI Advisory Services
Indiana
$274M 0.5% 79.7% 43
DWM
3858
Drive Wealth Management
Utah
$274M +$4.18M +2% 1.96% 94.4% 315 22.22%
HA
3859
Hamel Associates
New Jersey
$274M -$12M -4% 2.78% 50.6% 77 10.39%
BL
3860
BCWM LLC
Kansas
$274M -$30M -10% 6.35% 61 0%
EGA
3861
E&G Advisors
Texas
$273M -$12.4M -4% 2.1% 92.3% 202 6.44%
OBGC
3862
O'Brien Greene & Co
Pennsylvania
$273M -$14.3M -5% 0.67% 79.6% 130 6.92%
PRWA
3863
Platte River Wealth Advisors
Colorado
$273M -$12M -4% 2.93% 28.6% 102 11.76%
KA
3864
Kozak & Associates
Colorado
$273M +$25.4M +10% 3.38% 97.4% 421 24.7%
CIM
3865
CIM Investment Management
Pennsylvania
$273M -$20.7M -7% 3.86% 88.6% 297 12.79%
ACM
3866
Argyle Capital Management
Pennsylvania
$273M -$4.42M -2% 1.38% 95.8% 125 2.4%
WC
3867
Winmill & Co
New York
$273M -$6.59M -2% 2.07% 106% 75 9.33%
WIM
3868
Wittenberg Investment Management
Massachusetts
$273M -$3.43M -1% 1.34% 86.2% 92 15.22%
BM
3869
Bridger Management
New York
$273M -$28.6M -9% 0.82% 98.3% 36 27.78%
UCI
3870
Uncommon Cents Investing
Wisconsin
$273M -$10.2M -4% 3.82% 83.8% 173 6.36%
WAS
3871
Winch Advisory Services
Wisconsin
$273M -$5.84M -2% 2.61% 72.5% 475 7.16%
LWAM
3872
Legacy Wealth Asset Management
Minnesota
$272M -$13.8M -5% 2.83% 102% 350 8.86%
SCA
3873
Sage Capital Advisors
South Dakota
$272M -$12.5M -4% 3.89% 89.4% 127 5.51%
KS
3874
Karpas Strategies
Connecticut
$272M -$24M -8% 3.84% 16.1% 120 5%
WWMSC
3875
Wagner Wealth Management (South Carolina)
South Carolina
$272M +$10.4M +4% 1.19% 36.9% 226 9.29%