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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
MKC
4176
M. Kraus & Co
Vermont
$333M -$8M -2% 2.54% 51.8% 84 8.33%
OWA
4177
Opal Wealth Advisors
New York
$333M +$13.9M +4% 0.41% 55.6% 209 18.18%
PWS
4178
Peterson Wealth Services
Utah
$333M +$20M +6% 9.37% 153% 236 17.37%
EPP
4179
ETF Portfolio Partners
Kansas
$333M -$5.05M -1% 1.16% 44.3% 60 15%
MAM
4180
McLean Asset Management
Virginia
$333M +$1.22M +0.4% 0.42% 64.3% 168 10.71%
HNB
4181
Hilltop National Bank
Wyoming
$333M +$3.24M +1% 0.42% 835 8.5%
SWK
4182
Stephen W. Kidder
$332M -$6.24M -2% 0.46% 94.7% 75 9.33%
SSI
4183
Scott & Selber Inc
Texas
$332M +$10.2M +3% 6.41% 187% 97 18.56%
AP
4184
Agilis Partners
Massachusetts
$332M -$24.9M -7% 1.09% 8.47% 25 0%
JCIA
4185
Jackson Creek Investment Advisors
Colorado
$332M -$5.58M -2% 5.99% 239% 366 39.62%
GLCM
4186
Greenlea Lane Capital Management
Connecticut
$332M +$2.15M +0.7% 14.8% 99.7% 9 11.11%
RCA
4187
Riverview Capital Advisers
Massachusetts
$331M +$6.77M +2% 2% 84.8% 92 10.87%
WMA
4188
West Michigan Advisors
Michigan
$331M -$99K -0% 2.01% 86.6% 242 26.86%
BCM
4189
Brigade Capital Management
New York
$331M -$128M -28% 3.74% 42.7% 22 72.73%
WKWM
4190
Walter & Keenan Wealth Management
Indiana
$331M +$1.75M +0.5% 1.76% 92% 156 7.69%
FFG
4191
Frisch Financial Group
New York
$330M -$2.12M -0.6% 1.58% 66.6% 138 10.14%
SP
4192
SWS Partners
Ohio
$330M +$16.3M +5% 3.36% 112% 125 12.8%
PTP
4193
Platform Technology Partners
New York
$330M +$12.1M +4% 3.8% 236 12.71%
MC
4194
Muhlenkamp & Co
Pennsylvania
$329M +$3.13M +1% 1.87% 107% 30 6.67%
NWAG
4195
Net Worth Advisory Group
Utah
$329M -$7.61M -2% 0.66% 410 11.95%
PFS
4196
Physicians Financial Services
North Carolina
$329M +$7.81M +2% 3.34% 100% 110 7.27%
WP
4197
Westmount Partners
California
$329M -$3.37M -1% 4.05% 101% 235 9.36%
STP
4198
Science & Technology Partners
New York
$329M 59.8% 23
RWA
4199
Roberts Wealth Advisors
California
$329M +$20M +6% 0.96% 73.2% 105 14.29%
BOS
4200
Bank of Stockton
California
$329M -$2.59M -0.8% 0.58% 92.3% 152 10.53%