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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
PFG
3926
Piershale Financial Group
Illinois
$172M +$88.5M +106% 14.5% 82% 24 70.83%
SRSA
3927
S.R. Schill & Associates
Washington
$172M +$22.5M +15% 16.4% 36.7% 72 18.06%
FIA
3928
FNY Investment Advisers
New York
$172M +$40.2M +31% 45.4% 307% 726 74.38%
UCMOK
3929
United Capital Management of KS
Kansas
$171M +$52.6M +44% 28% 272% 89 28.09%
LFM
3930
Lumina Fund Management
New York
$171M -$4.84M -3% 21.6% 28.1% 39 30.77%
MWPCG
3931
Measured Wealth Private Client Group
New Hampshire
$171M +$43M +33% 18.6% 84.3% 136 33.82%
QCMC
3932
Quantum Capital Management (California)
California
$171M +$22.1M +15% 34.1% 53.7% 318 6.6%
RA
3933
Riversedge Advisors
Delaware
$171M +$58.4M +52% 15.1% 60.4% 45 33.33%
SWM
3934
Shakespeare Wealth Management
Wisconsin
$171M +$26.6M +18% 16.1% 49.6% 68 22.06%
HWA
3935
Heritage Way Advisors
Illinois
$171M +$32.1M +23% 18.3% 79.4% 64 9.38%
CIM
3936
Corbyn Investment Management
Maryland
$171M +$10.2M +6% 17.3% 71.9% 55 23.64%
MMEA
3937
MEAG MUNICH ERGO AssetManagement
Germany
$171M +$5.83M +4% 4.57% 18.2% 13 0%
ACM
3938
Alethea Capital Management
Washington
$171M +$16.6M +11% 26.3% 275% 111 54.05%
FWC
3939
First Washington Corp
Washington
$171M +$11.4M +7% 37.7% 142% 73 6.85%
WRM
3940
Weybosset Research & Management
Rhode Island
$171M +$30.3M +22% 18.9% 73.4% 57 17.54%
AP
3941
Agilis Partners
Massachusetts
$171M +$65.9M +63% 12.4% 8.47% 22 18.18%
CRWM
3942
Castle Rock Wealth Management
California
$171M +$54.8M +47% 16.3% 105% 196 36.73%
HGM
3943
Highside Global Management
Texas
$170M +$5.19M +3% 22.4% 11.1% 19 36.84%
TFA
3944
Tobias Financial Advisors
Florida
$170M +$32M +23% 15.7% 44.5% 67 19.4%
IP
3945
Investment Partners
Ohio
$170M +$31.4M +23% 17.4% 74.1% 152 24.34%
MAP
3946
Milestone Advisory Partners
North Carolina
$170M +$26M +18% 12.6% 19.7% 61 31.15%
SC
3947
Schulhoff & Co
Ohio
$170M +$10.1M +6% 10.7% 51.8% 101 4.95%
MCM
3948
Monument Capital Management
Virginia
$170M +$30.9M +22% 16.6% 160% 87 32.18%
AGFIA
3949
Accel Growth Fund IV Associates
California
$170M +$57.4M +51% 54.5% 61.4% 2 0%
DFA
3950
Delta Financial Advisors
Louisiana
$170M +$24.5M +17% 18.4% 96% 103 8.74%