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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
AA
4176
Alta Advisers
United Kingdom
$129M +$5.41M +4% 5.95% 78.9% 6 50%
AFM
4177
Abbot Financial Management
Massachusetts
$129M +$15.3M +13% 12.2% 80.5% 110 4.55%
PP
4178
PDS Planning
Ohio
$129M +$12.3M +11% 9.05% 48.6% 92 15.22%
OKSA
4179
O'Keefe Stevens Advisory
New York
$129M +$17.5M +16% 12.3% 216% 42 9.52%
PFT
4180
Providence First Trust
Arizona
$129M +$2.17M +2% 10% 45.6% 74 6.76%
MFM
4181
Mirsky Financial Management
New York
$129M +$14.7M +13% 8.05% 39.3% 36 11.11%
TFCM
4182
Taylor Frigon Capital Management
Arizona
$129M +$14.9M +13% 21.1% 131% 89 12.36%
WPSG
4183
Wealth & Pension Services Group
Georgia
$128M +$17.5M +16% 10.1% 120 20%
FRA
4184
Front Row Advisors
California
$128M +$13.5M +12% 14.5% 122% 1,141 10.43%
FVWA
4185
Foster Victor Wealth Advisors
South Carolina
$128M +$22.3M +21% 13.3% 68.9% 99 22.22%
BFM
4186
Broadview Financial Management
Wisconsin
$128M +$15.9M +14% 11.4% 41.8% 56 26.79%
MPA
4187
Marvin & Palmer Associates
Delaware
$128M +$12.3M +11% 18.3% 274% 34 41.18%
EWG
4188
Executive Wealth Group
Washington
$128M +$22.4M +21% 12.9% 14.9% 36 11.11%
RWM
4189
RBA Wealth Management
California
$128M 10.9% 77.7% 82
FBT
4190
First Bank & Trust
South Dakota
$128M +$10.4M +9% 13.7% 78.5% 300 12.67%
WPW
4191
Winthrop Partners - WNY
New York
$128M +$21.1M +20% 12% 248 9.27%
SFG
4192
Summit Financial Group
West Virginia
$128M +$10.2M +9% 13.4% 26.1% 115 7.83%
LIC
4193
Laurus Investment Counsel
Canada
$128M +$20.3M +19% 23.8% 14.1% 30 10%
PK
4194
Pflug Koory
Nebraska
$128M +$10.7M +9% 12.7% 433 5.31%
SCM
4195
Smith Capital Management
Arkansas
$128M +$5.61M +5% 10.4% 78 7.69%
MCA
4196
Morris Capital Advisors
Pennsylvania
$128M +$10.4M +9% 15.7% 72.9% 69 13.04%
RIM
4197
Reliant Investment Management
Tennessee
$128M +$28.4M +29% 14.9% 122% 55 27.27%
UCMOK
4198
United Capital Management of KS
Kansas
$128M +$19.9M +18% 12.4% 231% 107 7.48%
GI
4199
GS Investments
Minnesota
$128M +$8.31M +7% 12.9% 77.6% 128 11.72%
DC
4200
Diametric Capital
Massachusetts
$127M -$2.13M -2% 16.3% 135% 143 58.74%