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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
FLA
3926
Financial Life Advisors
Texas
$151M +$5.58M +4% 2.66% 33.1% 47 0%
MPA
3927
Marvin & Palmer Associates
Delaware
$151M +$22.5M +18% 12.3% 274% 32 34.38%
WCM
3928
Wunderlich Capital Managemnt
Tennessee
$151M +$7.34M +5% 2.82% 33.6% 93 13.98%
IC
3929
Intel Corp
California
$151M -$183M -55% 50.7% 55.6% 8 37.5%
FRM
3930
Fox Run Management
Connecticut
$151M -$26.5M -15% 2.55% 44.8% 727 84.46%
CCM
3931
Consolidated Capital Management
California
$151M -$9.17M -6% 4.91% 110% 40 12.5%
OCU
3932
ORIX Corporation USA
Texas
$150M -$38M -20% 2.88% 1 0%
HRC
3933
Hoertkorn Richard Charles
$150M -$396K -0.3% 4.81% 172% 88 5.68%
SI
3934
Shaker Investments
Ohio
$150M +$5.8M +4% 6.84% 205% 92 21.74%
MS
3935
Maven Securities
Jersey
$150M +$37.5M +33% 7.07% 103% 115 77.39%
BCFS
3936
Butensky & Cohen Financial Security
Florida
$150M +$12.2M +9% 2.64% 72.2% 82 1.22%
CAGAS
3937
Capital Advisory Group Advisory Services
Minnesota
$150M +$10.4M +7% 2.73% 62.3% 459 10.46%
DJC
3938
Daily Journal Corp
California
$150M +$2.22M +2% 1.65% 108% 4 0%
SWMG
3939
Signature Wealth Management Group
Georgia
$150M +$6.94M +5% 2.66% 80 15%
SC
3940
Sawyer & Company
Massachusetts
$149M -$3.38M -2% 2.5% 97.4% 179 4.47%
FFG
3941
Frisch Financial Group
New York
$149M -$14M -9% 2.81% 56% 108 12.96%
PWS
3942
Peloton Wealth Strategists
Indiana
$149M +$4.91M +3% 4.99% 41.1% 70 17.14%
PCM
3943
Poehling Capital Management
Wisconsin
$149M +$12M +9% 2.72% 70.9% 108 12.04%
NCM
3944
Next Capital Management
New York
$149M +$30.9M +26% 3.48% 56.1% 907 74.86%
BIA
3945
Bigelow Investment Advisors
Maine
$149M +$4.95M +3% 2.95% 53.9% 155 6.45%
SAM
3946
Selway Asset Management
$149M -$386K -0.3% 2.41% 36.5% 77 6.49%
GTAM
3947
Global Trust Asset Management
Florida
$149M +$14.2M +10% 4.05% 109% 471 16.77%
AIA
3948
Allied Investment Advisors
Montana
$149M +$4.87M +3% 2.09% 60.6% 48 6.25%
SHI
3949
SV Health Investors
Massachusetts
$149M -$21.5M -13% 16.6% 97.4% 9 11.11%
RBFC
3950
Roman Butler Fullerton & Co
Missouri
$149M +$5.81M +4% 4.73% 109% 184 12.5%