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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
PFS
4101
Physicians Financial Services
North Carolina
$225M -$37.2M -14% 14.4% 100% 123 11.38%
OM
4102
OpenView Management
Massachusetts
$225M -$49.6M -18% 9.81% 3 0%
LWP
4103
Lumature Wealth Partners
Georgia
$224M -$24.7M -10% 10.1% 449 13.81%
UID
4104
Union Investments & Development
Israel
$224M -$54M -19% 19.1% 17% 55 5.45%
HA
4105
Herold Advisors
New York
$224M -$56.8M -20% 12.4% 79.7% 727 73.87%
VAS
4106
VR Advisory Services
Cayman Islands
$224M +$10.3M +5% 16.4% 89.7% 80 22.5%
OBWG
4107
Onyx Bridge Wealth Group
New York
$224M -$39.2M -15% 10.7% 67.4% 192 29.69%
GAG
4108
Goodman Advisory Group
Massachusetts
$224M -$64.8M -22% 6.45% 88.8% 189 75.13%
CPIA
4109
Cornell Pochily Investment Advisors
New York
$224M -$32.8M -13% 11.4% 83.7% 173 9.25%
HGERS
4110
Householder Group Estate & Retirement Specialist
Arizona
$224M -$24.2M -10% 13.4% 213 21.13%
GPSPJS
4111
General Pension Society PZU Joint Stock
Poland
$224M -$64.7M -22% 19.2% 116% 19 5.26%
BAM
4112
Brave Asset Management
New Jersey
$224M -$66.9M -23% 10.5% 76.3% 167 17.96%
CP
4113
CPV Partners
Connecticut
$224M -$14.9M -6% 1.63% 105% 6 0%
IWMA
4114
Ironwood Wealth Management (Arizona)
Arizona
$224M -$19.9M -8% 10.5% 31.1% 55 1.82%
KWS
4115
Keystone Wealth Services
California
$224M -$28.6M -11% 12% 80.1% 190 16.84%
IBOK
4116
Independence Bank of Kentucky
Kentucky
$223M -$29.3M -12% 12.7% 80.6% 427 5.62%
WC
4117
Walthausen & Co
New York
$223M -$131M -37% 11.5% 63.3% 146 8.22%
RCS
4118
Retirement Capital Strategies
California
$223M -$26.5M -11% 7.45% 59% 73 38.36%
RAM
4119
Roanoke Asset Management
New Jersey
$223M -$46M -17% 14.3% 50.3% 115 3.48%
AFA
4120
Arlington Financial Advisors
California
$223M -$41.4M -16% 15.1% 60.7% 55 14.55%
RIP
4121
Rhino Investment Partners
Pennsylvania
$223M -$1.9M -0.8% 9.57% 110% 52 26.92%
OR
4122
Olympiad Research
Connecticut
$223M -$105M -32% 5.95% 189% 405 49.63%
MRWM
4123
ML&R Wealth Management
Texas
$222M -$48.4M -18% 15.3% 62 29.03%
BIA
4124
BHK Investment Advisors
Alabama
$222M -$16.7M -7% 13.6% 54.6% 64 3.13%
KC
4125
Knuff & Co
California
$222M -$53.3M -19% 16.1% 85.8% 143 9.09%