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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
AAM
3951
American Asset Management
Florida
$145M +$153K +0.1% 3.54% 42.5% 118 9.32%
AIA
3952
AIMZ Investment Advisors
California
$145M +$223K +0.2% 0.18% 63.9% 100 4%
JFGLC
3953
Johnson Financial Group LLC (Colorado)
Colorado
$145M -$12.7M -8% 0.19% 45.4% 21 19.05%
CW
3954
Cabot-Wellington
Massachusetts
$145M $0 0% 1.65% 65% 9 0%
T
3955
Tinicum
New York
$145M -$85.9M -37% 26.5% 21.1% 4 25%
PCMC
3956
Private Capital Management (Colorado)
Colorado
$145M +$3.2M +2% 1.38% 20% 105 7.62%
KWA
3957
KCS Wealth Advisory
California
$145M +$18M +14% 0.92% 45.3% 456 67.32%
RBFC
3958
Roman Butler Fullerton & Co
Missouri
$145M -$4.23M -3% 2.68% 109% 190 24.21%
DC
3959
DeDora Capital
California
$144M +$2.39M +2% 1.65% 81.7% 96 16.67%
AA
3960
Alta Advisers
United Kingdom
$144M +$13M +10% 1.45% 78.9% 4 25%
PP
3961
PDS Planning
Ohio
$144M +$9.63M +7% 1.4% 48.6% 100 6%
Koshinski Asset Management
3962
Koshinski Asset Management
Illinois
$144M -$102M -41% 2.86% 76.5% 292 54.79%
RTC
3963
Riverview Trust Company
Washington
$144M +$1.24M +0.9% 1.28% 67.6% 279 5.02%
PC
3964
Pecaut & Co
Iowa
$144M -$2.77M -2% 3.58% 65.2% 77 16.88%
PHAM
3965
Palisades Hudson Asset Management
Florida
$144M -$866K -0.6% 0.47% 53.9% 102 6.86%
MA
3966
Menlo Advisors
California
$143M -$2.17M -1% 1.41% 81.9% 39 7.69%
HM
3967
HCSF Management
California
$143M -$11.7M -8% 3.06% 58.8% 13 7.69%
GWAG
3968
Garrett Wealth Advisory Group
Texas
$143M +$17.2M +14% 1.61% 55.2% 775 92.65%
BWAM
3969
Boyd Watterson Asset Management
Ohio
$143M -$3.82M -3% 2% 82.4% 122 11.48%
SSCM
3970
Summit Street Capital Management
New York
$143M +$39.5M +38% 1.68% 144% 29 3.45%
OFG
3971
Omega Financial Group
California
$143M +$7.22M +5% 0.92% 45.2% 63 6.35%
ATC
3972
Adirondack Trust Company
New York
$142M -$886K -0.6% 2.01% 84.9% 367 7.08%
SHI
3973
SV Health Investors
Massachusetts
$142M -$6.61M -4% 10.1% 97.4% 10 10%
ACM
3974
Aquilo Capital Management
California
$142M -$146M -51% 8.38% 6.84% 14 28.57%
KC
3975
Kellner Capital
New York
$142M -$81.8M -37% 5.08% 390% 48 75%