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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
OCM
3926
Orleans Capital Management
Louisiana
$146M +$7.2M +5% 7.19% 94.6% 91 23.08%
MSFP
3927
Mark Sheptoff Financial Planning
Connecticut
$146M +$10.6M +8% 7.97% 92.4% 393 12.72%
AFS
3928
Access Financial Services
Minnesota
$146M +$3.69M +3% 4.52% 44.8% 69 20.29%
CCG
3929
Ceeto Capital Group
Florida
$146M +$12.2M +9% 9.46% 94.4% 133 7.52%
PFS
3930
Physicians Financial Services
North Carolina
$145M +$12M +9% 10.1% 100% 109 2.75%
PWS
3931
Peloton Wealth Strategists
Indiana
$145M +$7.28M +5% 8.74% 51.3% 65 20%
CRCM
3932
Crystal Rock Capital Management
Illinois
$145M +$5.09M +4% 5.32% 172% 31 6.45%
CHA
3933
Cooper/Haims Advisors
New York
$145M +$9.96M +7% 3.46% 53.1% 62 14.52%
PAM
3934
Peninsula Asset Management
Florida
$145M +$7.37M +5% 6.63% 44.1% 45 0%
RHI
3935
Richmond Hill Investments
New York
$145M +$9.89M +7% 5.6% 55.2% 7 0%
GSC
3936
G&S Capital
Colorado
$145M +$14.2M +11% 6.93% 77.2% 224 16.96%
HWA
3937
Heritage Way Advisors
Illinois
$145M +$8.12M +6% 6.17% 79.4% 62 3.23%
HCM
3938
HGI Capital Management
New York
$145M -$89.8M -38% 4.12% 47% 78 48.72%
PC
3939
Pecaut & Co
Iowa
$144M +$7.45M +5% 7.77% 67.6% 72 13.89%
AIS
3940
Accurate Investment Solutions
Pennsylvania
$144M +$8.27M +6% 6.51% 6.74% 591 40.27%
GTAM
3941
Global Trust Asset Management
Florida
$144M +$11.4M +9% 6.58% 168% 477 18.45%
HA
3942
Havens Advisors
New York
$144M -$8.79M -6% 6% 460% 47 55.32%
MAG
3943
Mokosak Advisory Group
Iowa
$144M +$8.14M +6% 3.09% 57.1% 13 23.08%
RIM
3944
Reliant Investment Management
Tennessee
$144M +$10M +7% 8.26% 122% 58 25.86%
LFASL
3945
Lugano Financial Advisors SA (LFA)
Switzerland
$144M +$39.7M +38% 2.56% 44.9% 163 22.7%
SI
3946
SimpliFi Inc
California
$144M +$16.8M +13% 2.02% 26.7% 21 38.1%
VAS
3947
VR Advisory Services
Cayman Islands
$144M -$6.4M -4% 3.59% 89.7% 27 14.81%
P3I
3948
Progeny 3 Inc
Washington
$144M -$16.3M -10% 1.02% 96.8% 35 37.14%
IAMOG
3949
Investors Asset Management of Georgia
Georgia
$144M +$7.03M +5% 6.6% 113% 154 4.55%
VDFA
3950
Vickerman & Driscoll Financial Advisors
Washington
$143M +$6.34M +5% 5.84% 116 5.17%