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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 Avg Holding
Period (Yrs)
EA
4001
Elm Advisors
California
$129M -$4.65M -3% 0.85% 50.5% 84 2.38% 3.4
MAG
4002
Mokosak Advisory Group
Iowa
$129M +$96K +0.1% 1.87% 57.1% 10 0% 0.3
DACG
4003
Donor Advised Charitable Giving
California
$129M +$9.51M +8% 18.4% 365% 18 27.78% 0.2
PCM
4004
Peak Capital Management
Colorado
$129M -$17.9M -12% 1.86% 9.52% 102 66.67% 0.3
SCM
4005
Stonehearth Capital Management
Massachusetts
$129M -$2.46M -2% 0.8% 87.5% 36 5.56% 2.3
NIM
4006
Nicollet Investment Management
Minnesota
$129M +$7.36M +6% 3.07% 104% 69 5.8% 0.2
SCC
4007
Steel Canyon Capital
Arizona
$129M +$12.6M +11% 2.01% 62.8% 22 54.55% 0.5
LA
4008
Lau Associates
Delaware
$129M +$290K +0.2% 1.8% 44.5% 81 9.88% 3.1
MMHP
4009
Murphy Middleton Hinkle & Parker
Georgia
$129M -$5.69M -4% 2.95% 66.8% 122 3.28% 0.2
HWA
4010
Heritage Way Advisors
Illinois
$129M -$4.2M -3% 1.86% 79.4% 67 14.93% 1.1
TFCM
4011
Taylor Frigon Capital Management
Arizona
$129M +$4.02M +3% 1.48% 131% 94 19.15% 2
BCM
4012
Billings Capital Management
Virginia
$128M -$36M -22% 6.08% – 11 36.36% 1.3
AWA
4013
Artemis Wealth Advisors
New York
$128M +$10.4M +9% 2.02% 174% 31 9.68% 0.9
MWM
4014
MinichMacGregor Wealth Management
New York
$128M +$317K +0.2% 0.88% 130% 587 13.12% 1.6
HCM
4015
Hutner Capital Management
Vermont
$128M -$12M -9% 6% 52.2% 42 0% 1.5
RRWA
4016
Rainey & Randall Wealth Advisors
Florida
$128M +$12.7M +11% 0.6% 47.8% 33 12.12% 0.2
LRIA
4017
Leonard Rickey Investment Advisors
Washington
$128M -$2.46M -2% 0.39% 55.9% 65 9.23% 0.2
FFG
4018
Ford Financial Group
California
$128M -$4.85M -4% 1.14% 47.7% 456 89.91% 0.3
FAM
4019
Foothills Asset Management
Arizona
$128M -$3.87M -3% 1.75% 8.84% 64 7.81% 2.4
NWS
4020
Newport Wealth Strategies
California
$128M -$11.8M -8% 0.64% 51.5% 109 13.76% 0.2
SFG
4021
Summit Financial Group
West Virginia
$128M +$5.54M +5% 2.47% 26.1% 128 10.16% 0.7
FPGK
4022
Financial Partners Group (Kansas)
Kansas
$128M +$586K +0.5% 0.24% 70.7% 83 15.66% 0.2
LSC
4023
Lesa Sroufe & Co
Washington
$127M +$6.44M +5% 1.47% – 63 38.1% 2.2
GEH
4024
General Equity Holdings
New York
$127M -$3.86M -3% 4.56% 775% 14 57.14% 0.2
KSCM
4025
Kamunting Street Capital Management
Florida
$127M -$13.3M -9% 9.92% 7.47% 39 41.03% 0.6