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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
PWA
4026
Peterson Wealth Advisors
Utah
$227M +$32M +16% 13% 46.4% 50 12%
BA
4027
Bellwether Advisors
Nebraska
$227M 11.9% 115% 345
CNC
4028
Citizens & Northern Corp
Pennsylvania
$227M +$39.3M +21% 12.9% 73.3% 101 4.95%
FWM
4029
Fairhaven Wealth Management
Illinois
$227M +$58.2M +34% 14.9% 122 22.13%
WA
4030
Wealth Advisors
California
$227M +$12.4M +6% 11.7% 40% 90 20%
CIC
4031
Chase Investment Counsel
Virginia
$227M +$26.3M +13% 14.7% 350% 112 29.46%
AIM
4032
AMI Investment Management
Indiana
$227M +$28.7M +14% 14.1% 47.9% 74 8.11%
DA
4033
Doliver Advisors
Texas
$226M +$29M +15% 14.6% 81% 179 34.08%
HCM
4034
Hudson Capital Management
New Jersey
$226M +$21M +10% 11.2% 61.6% 67 7.46%
CPA
4035
Cowen Prime Advisors
New York
$226M +$20.2M +10% 22.7% 116% 185 10.27%
PGWM
4036
Parisi Gray Wealth Management
New Jersey
$226M +$33.2M +17% 13.5% 120% 128 15.63%
BFC
4037
Bedel Financial Consulting
Indiana
$225M +$25.4M +13% 12.5% 104% 902 7.54%
TCCM
4038
Timber Creek Capital Management
Massachusetts
$225M +$43.6M +24% 13.2% 139% 131 10.69%
MSA
4039
Marino Stram & Associates
Massachusetts
$225M +$37.9M +20% 13% 63.6% 128 16.41%
FA
4040
Financial Advisors
Massachusetts
$225M +$34.9M +18% 12% 71.5% 83 19.28%
BHA
4041
Beech Hill Advisors
New York
$225M +$22.2M +11% 14.4% 105% 96 17.71%
NFGCM
4042
Norman Fields Gottscho Capital Management
New York
$225M +$21.4M +11% 12.8% 94% 65 13.85%
SAM
4043
Scion Asset Management
California
$225M -$106M -32% 28.4% 1.91% 44 72.73%
WPA
4044
West Paces Advisors
Georgia
$225M +$29M +15% 14.5% 53.2% 422 4.5%
QPWM
4045
Quadrant Private Wealth Management
Pennsylvania
$225M +$25.8M +13% 16.3% 87.9% 188 8.51%
SP
4046
SWS Partners
Ohio
$224M +$24.8M +12% 17.3% 112% 123 17.89%
SA
4047
SoftVest Advisors
Texas
$224M +$8.12M +4% 63.7% 178% 9 22.22%
MC
4048
Miramar Capital
Illinois
$224M +$52M +30% 11.1% 47.3% 74 35.14%
DG
4049
Discerene Group
Connecticut
$224M 26.4% 48.6% 9
ESB
4050
Essex Savings Bank
Connecticut
$224M +$19.9M +10% 12.8% 84.5% 198 13.13%