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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
MAG
4001
Mokosak Advisory Group
Iowa
$129M +$96K +0.1% 1.87% 57.1% 10 0%
DACG
4002
Donor Advised Charitable Giving
California
$129M +$9.51M +8% 18.4% 365% 18 27.78%
PCM
4003
Peak Capital Management
Colorado
$129M -$17.9M -12% 1.86% 9.52% 102 66.67%
SCM
4004
Stonehearth Capital Management
Massachusetts
$129M -$2.46M -2% 0.8% 80.7% 36 5.56%
NIM
4005
Nicollet Investment Management
Minnesota
$129M +$7.36M +6% 3.07% 83.3% 69 5.8%
SCC
4006
Steel Canyon Capital
Arizona
$129M +$12.6M +11% 2.01% 62.8% 22 54.55%
LA
4007
Lau Associates
Delaware
$129M +$290K +0.2% 1.8% 44.5% 81 9.88%
MMHP
4008
Murphy Middleton Hinkle & Parker
Georgia
$129M -$5.69M -4% 2.95% 61.7% 122 3.28%
HWA
4009
Heritage Way Advisors
Illinois
$129M -$4.2M -3% 1.86% 79.4% 67 14.93%
TFCM
4010
Taylor Frigon Capital Management
Arizona
$129M +$4.02M +3% 1.48% 131% 94 19.15%
BCM
4011
Billings Capital Management
Virginia
$128M -$36M -22% 6.08% 11 36.36%
AWA
4012
Artemis Wealth Advisors
New York
$128M +$10.4M +9% 2.02% 174% 31 9.68%
MWM
4013
MinichMacGregor Wealth Management
New York
$128M +$317K +0.2% 0.88% 119% 587 13.12%
HCM
4014
Hutner Capital Management
Vermont
$128M -$12M -9% 6% 52.2% 42 0%
RRWA
4015
Rainey & Randall Wealth Advisors
Florida
$128M +$12.7M +11% 0.6% 47.8% 33 12.12%
LRIA
4016
Leonard Rickey Investment Advisors
Washington
$128M -$2.46M -2% 0.39% 55.9% 65 9.23%
FFG
4017
Ford Financial Group
California
$128M -$4.85M -4% 1.14% 47.7% 456 89.91%
FAM
4018
Foothills Asset Management
Arizona
$128M -$3.87M -3% 1.75% 8.84% 64 7.81%
NWS
4019
Newport Wealth Strategies
California
$128M -$11.8M -8% 0.64% 51.5% 109 13.76%
SFG
4020
Summit Financial Group
West Virginia
$128M +$5.54M +5% 2.47% 26.1% 128 10.16%
FPGK
4021
Financial Partners Group (Kansas)
Kansas
$128M +$586K +0.5% 0.24% 70.7% 83 15.66%
LSC
4022
Lesa Sroufe & Co
Washington
$127M +$6.44M +5% 1.47% 63 38.1%
GEH
4023
General Equity Holdings
New York
$127M -$3.86M -3% 4.56% 775% 14 57.14%
KSCM
4024
Kamunting Street Capital Management
Florida
$127M -$13.3M -9% 9.92% 7.47% 39 41.03%
RCM
4025
RB Capital Management
Nevada
$127M -$13.2M -9% 1.73% 79.4% 144 8.33%