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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
PIC
4026
Portland Investment Counsel
Ontario, Canada
$130M +$32.3M +33% 19.7% 108% 39 25.64%
VIG
4027
Vienna Insurance Group
Poland
$130M -$20.1M -13% 8.77% 188% 70 21.43%
WFG
4028
Wills Financial Group
Virginia
$130M -$21.4M -14% 9.01% 57.5% 70 18.57%
CWM
4029
Concentric Wealth Management
California
$130M -$12.6M -9% 11.2% 33.4% 94 12.77%
HWA
4030
Heritage Way Advisors
Illinois
$130M -$14.6M -10% 11% 79.4% 64 17.19%
WCM
4031
Wunderlich Capital Managemnt
Tennessee
$130M -$10.9M -8% 11.1% 33.6% 103 32.04%
SWM
4032
Shakespeare Wealth Management
Wisconsin
$130M +$123K +0.1% 12.3% 49.6% 45 22.22%
TI
4033
Tidal Investments
Wisconsin
$130M 13% 208% 92
PIA
4034
Peachtree Investment Advisors
Georgia
$130M -$16.9M -12% 12.2% 24.2% 81 17.28%
AB
4035
Atlas Brown
Kentucky
$130M -$33.2M -20% 12% 102% 149 10.07%
WPA
4036
West Paces Advisors
Georgia
$130M -$9.29M -7% 9.63% 53.2% 484 2.27%
SPL
4037
Smart Portfolios LLC
Washington
$130M -$32.1M -20% 8.03% 41.3% 226 49.12%
DC
4038
Diametric Capital
Massachusetts
$130M +$14.5M +13% 12.3% 175% 140 55%
AIA
4039
AIMZ Investment Advisors
California
$130M -$25.9M -17% 13.5% 81.3% 105 13.33%
FLA
4040
Financial Life Advisors
Texas
$129M -$7.2M -5% 7.96% 42.7% 49 8.16%
LA
4041
LexAurum Advisors
Kansas
$129M -$13.4M -9% 10.9% 176 24.43%
ATC
4042
Adirondack Trust Company
New York
$129M -$19.1M -13% 10.8% 84.9% 376 12.77%
PCM
4043
Perkins Capital Management
Minnesota
$129M -$37.6M -23% 13.7% 303% 142 16.9%
NL
4044
NKCFO LLC
Illinois
$129M 7.24% 211% 86
MAG
4045
Mokosak Advisory Group
Iowa
$129M -$15.3M -11% 13% 57.1% 24 54.17%
SWMG
4046
Signature Wealth Management Group
Georgia
$129M -$5.88M -4% 8.2% 337 78.93%
LBC
4047
Lawrence B. Cohen
$129M -$18.4M -13% 11.3% 41.8% 68 0%
CAGAS
4048
Capital Advisory Group Advisory Services
Minnesota
$129M -$21.1M -14% 11.6% 54.8% 438 17.35%
MA
4049
Menlo Advisors
California
$129M -$19.4M -13% 9.63% 81.9% 43 18.6%
EIG
4050
Ellenbecker Investment Group
Wisconsin
$129M -$6.82M -5% 9.76% 56.3% 53 9.43%