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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
MFGP
4176
Marshall Financial Group (Pennsylvania)
Pennsylvania
$131M +$8.8M +7% 2.9% 65.5% 51 5.88%
MI
4177
Moneywise Inc
Virginia
$131M +$14.2M +12% 2.42% 58% 45 22.22%
APG
4178
Andrew P. Goldfarb
$131M -$152M -54% 15.8% 3 33.33%
AIM
4179
Advantage Investment Management
Iowa
$131M +$3.55M +3% 3.29% 28.6% 996 11.35%
ILM
4180
Indigo Latam Management
Arizona
$131M +$12M +10% 10.1% 39.3% 1 0%
IWMA
4181
Ironwood Wealth Management (Arizona)
Arizona
$131M +$13.4M +11% 1.85% 25.4% 58 6.9%
SL
4182
SIB LLC
New York
$131M -$4.44M -3% 2.12% 29.2% 24 0%
PK
4183
Pflug Koory
Nebraska
$131M +$2.75M +2% 4.32% 433 7.62%
SAS
4184
Stelac Advisory Services
New York
$131M -$77.1M -37% 1.75% 64.9% 133 51.13%
EWG
4185
Executive Wealth Group
Washington
$130M +$2.14M +2% 1.96% 14.9% 37 2.7%
GCA
4186
Gradient Capital Advisors
California
$130M +$4.75M +4% 2.78% 71% 90 5.56%
CCC
4187
Cincinnati Casualty Company
Ohio
$130M +$8.42M +7% 7.4% 50.5% 24 0%
WFM
4188
Wolff Financial Management
Michigan
$130M +$9.46M +8% 2.01% 52.8% 82 4.88%
PAPAIJV
4189
Paragon Associates & Paragon Associates II Joint Venture
Texas
$130M +$23.8M +22% 4.44% 168% 37 51.35%
RCM
4190
Rings Capital Management
Illinois
$130M +$17.9M +16% 7.26% 49.5% 6 16.67%
CAAS
4191
Capital Asset Advisory Services
Michigan
$130M +$52.5M +68% 2.51% 42.9% 116 44.83%
CAM
4192
Caprin Asset Management
Virginia
$130M +$578K +0.4% 1.41% 7.87% 18 0%
DMC
4193
Drexel Morgan & Co
Pennsylvania
$130M +$17M +15% 3.47% 42% 93 5.38%
LC
4194
Lavaca Capital
Texas
$130M +$12.4M +11% 1.89% 32% 410 81.22%
AGPM
4195
ASA Gold & Precious Metals
Maine
$130M -$12M -8% 12.6% 7.34% 18 22.22%
RWM
4196
RBA Wealth Management
California
$130M +$1.17M +0.9% 3.18% 77.7% 94 21.28%
TI
4197
Telemetry Investments
New York
$129M -$67.4M -34% 4.19% 77.4% 130 61.54%
GAMC
4198
Garner Asset Management Corp
Texas
$129M +$4.41M +4% 2.54% 68.1% 145 6.9%
FAM
4199
Foothills Asset Management
Arizona
$129M +$110K +0.1% 2.57% 8.84% 69 10.14%
NFP
4200
Narus Financial Partners
Utah
$129M 9.92% 89.8% 72