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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
GWM
3926
Graybill Wealth Management
Illinois
$138M +$7.61M +6% 6.69% 50 2%
DACG
3927
Donor Advised Charitable Giving
California
$138M +$14.4M +12% 17.7% 365% 20 35%
SIC
3928
Shoker Investment Counsel
Ohio
$138M +$3.58M +3% 4.28% 58.5% 107 6.54%
HCM
3929
Hutner Capital Management
Vermont
$138M +$9.79M +8% 6.82% 53.7% 46 6.52%
WIA
3930
Westbourne Investment Advisors
Maryland
$138M +$21.7M +19% 7.05% 86.7% 167 48.5%
WPP
3931
Whalerock Point Partners
Rhode Island
$138M +$12.6M +10% 8.91% 92.1% 121 4.96%
SIM
3932
Sterling Investment Management
Arizona
$138M +$8.79M +7% 6.49% 44.1% 62 8.06%
JRWL
3933
Joseph R. Weiss LLC
New York
$138M +$37.7M +38% 6.01% 12 33.33%
MS
3934
Marshall & Sullivan
Washington
$138M +$29.5M +27% 5.66% 82% 87 49.43%
MCM
3935
Mobius Capital Management
California
$138M +$21M +18% 3.21% 45 75.56%
RCA
3936
Restructuring Capital Associates
Connecticut
$137M -$2.26M -2% 2.12% 71.2% 15 33.33%
GECH
3937
Garnet Equity Capital Holdings
New York
$137M +$21.6M +19% 11.3% 230% 33 27.27%
PFC
3938
Personal Financial Consultants
California
$137M 2.28% 40
AF
3939
AMG Funds
Connecticut
$137M -$20.3M -13% 3.98% 6.28% 113 6.19%
PWA
3940
Peterson Wealth Advisors
Utah
$137M +$13.7M +11% 4.41% 38.9% 46 13.04%
LRIA
3941
Leonard Rickey Investment Advisors
Washington
$137M +$4.65M +4% 2.44% 55.9% 70 12.86%
FFG
3942
Ford Financial Group
California
$137M -$321K -0.2% 3.75% 47.7% 47 21.28%
HIM
3943
Harbour Investment Management
Washington
$137M +$9.07M +7% 9.48% 58.8% 64 4.69%
OA
3944
Opes Advisors
California
$137M +$326K +0.2% 3.55% 51 31.37%
FCM
3945
Ferox Capital Management
United Kingdom
$136M +$8.07M +6% 0.15% 2.07% 35 5.71%
FLA
3946
Financial Life Advisors
Texas
$136M +$14.6M +12% 2.3% 33.1% 47 8.51%
BAMG
3947
Brand Asset Management Group
Missouri
$136M +$5.33M +4% 3.03% 56.7% 293 26.96%
MHIM
3948
MacNealy Hoover Investment Management
Ohio
$136M +$7.54M +6% 6.44% 42.5% 72 2.78%
PCM
3949
Peak Capital Management
Colorado
$136M -$29.3M -18% 2.47% 9.52% 193 62.69%
WPA
3950
Winning Points Advisors
Florida
$136M +$10.9M +9% 8.24% 77 9.09%