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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
PP
4051
PDS Planning
Ohio
$144M +$9.63M +7% 1.4% 62.7% 100 6%
Koshinski Asset Management
4052
Koshinski Asset Management
Illinois
$144M -$102M -41% 2.86% 76.5% 292 54.79%
RTC
4053
Riverview Trust Company
Washington
$144M +$1.24M +0.9% 1.29% 87.6% 279 5.02%
PC
4054
Pecaut & Co
Iowa
$144M -$2.77M -2% 3.58% 67.6% 77 16.88%
PHAM
4055
Palisades Hudson Asset Management
Florida
$144M -$866K -0.6% 0.47% 66.8% 102 6.86%
MA
4056
Menlo Advisors
California
$143M -$2.17M -1% 1.41% 81.9% 39 7.69%
HM
4057
HCSF Management
California
$143M -$11.7M -8% 3.06% 58.8% 13 7.69%
GWAG
4058
Garrett Wealth Advisory Group
Texas
$143M +$17.2M +14% 1.61% 66.1% 775 92.65%
BWAM
4059
Boyd Watterson Asset Management
Ohio
$143M -$3.82M -3% 2% 101% 122 11.48%
SSCM
4060
Summit Street Capital Management
New York
$143M +$39.5M +38% 1.68% 217% 29 3.45%
OFG
4061
Omega Financial Group
California
$143M +$7.22M +5% 0.92% 45.2% 63 6.35%
ATC
4062
Adirondack Trust Company
New York
$142M -$886K -0.6% 2.01% 84.9% 367 7.08%
SHI
4063
SV Health Investors
Massachusetts
$142M -$6.61M -4% 10.1% 97.4% 10 10%
ACM
4064
Aquilo Capital Management
California
$142M -$146M -51% 8.38% 6.84% 14 28.57%
KC
4065
Kellner Capital
New York
$142M -$81.8M -37% 5.08% 390% 48 75%
NS
4066
NewDay Solutions
New Hampshire
$141M +$3.23M +2% 1.32% 65 26.15%
GCM
4067
Gables Capital Management
Florida
$141M +$18.7M +15% 1.98% 151% 374 9.36%
HCM
4068
Hutner Capital Management
Vermont
$141M +$720K +0.5% 1.5% 52.2% 42 0%
ACM
4069
Axel Capital Management
New York
$141M -$630K -0.4% 5.41% 194% 19 15.79%
MSA
4070
Marino Stram & Associates
Massachusetts
$141M +$4.68M +3% 1.27% 63.6% 85 7.06%
I2I
4071
Insight 2811 Inc
Illinois
$141M +$2.23M +2% 1.59% 30.8% 92 15.22%
MMHP
4072
Murphy Middleton Hinkle & Parker
Georgia
$141M +$637K +0.5% 1.7% 61.7% 132 7.58%
SL
4073
SIB LLC
New York
$141M +$10.4M +8% 9.04% 29.2% 24 0%
AGA
4074
Arkos Global Advisors
Texas
$141M +$5.07M +4% 0.84% 43.6% 55 16.36%
HIM
4075
Harbour Investment Management
Washington
$141M -$811K -0.6% 1.18% 58.8% 70 2.86%