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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
LF
4276
Lantz Financial
Illinois
$149M +$9.77M +7% 5.43% 67.1% 122 9.02%
GCGDR
4277
Geo Capital Gestora de Recursos
Brazil
$149M +$12.1M +9% 13% 30.7% 25 36%
ONST
4278
Old North State Trust
North Carolina
$149M -$8.18M -5% 5.42% 354 67.8%
MA
4279
Minerva Advisors
Pennsylvania
$148M -$8K -0% 7.15% 149% 77 2.6%
WA1
4280
Wimmer Associates 1
California
$148M +$19.9M +15% 9.9% 69.4% 106 6.6%
FSG
4281
Financial Strategies Group
Michigan
$148M +$14.2M +11% 4.95% 39.5% 59 22.03%
BAM
4282
Baldrige Asset Management
Pennsylvania
$148M +$15.3M +12% 6.3% 43.5% 81 7.41%
TF
4283
TRH Financial
Iowa
$148M +$22.9M +18% 10.3% 70 10%
EW
4284
Emerson Wealth
Michigan
$148M +$6.82M +5% 7.07% 18.1% 22 4.55%
MS
4285
Marshall & Sullivan
Washington
$148M +$11.5M +8% 10.1% 82% 65 32.31%
DI
4286
DAGCO Inc
Ohio
$148M +$48.8M +49% 8.81% 66.5% 105 20.95%
SJIM
4287
St. Johns Investment Management
Florida
$148M +$12M +9% 10.1% 67.1% 180 15.56%
EH
4288
Employers Holdings
Nevada
$148M -$28.9M -16% 9.68% 173 26.59%
PK
4289
Pflug Koory
Nebraska
$148M +$13.1M +10% 9.8% 414 4.59%
PFA
4290
Pinnacle Family Advisors
Missouri
$148M +$33.4M +29% 18% 77.3% 93 33.33%
RWM
4291
RBA Wealth Management
California
$148M +$10.5M +8% 8.83% 77.7% 106 12.26%
IOOF
4292
Independent Order of Foresters
Ontario, Canada
$148M +$11.2M +8% 8.27% 54.8% 12 0%
NSB
4293
Norway Savings Bank
Maine
$148M +$12M +9% 6.09% 101% 307 17.59%
ACM
4294
Alethea Capital Management
Washington
$148M -$23.2M -14% 2.4% 200% 102 52.94%
SA
4295
Shilanski & Associates
Alaska
$148M +$10.5M +8% 6.97% 84.2% 95 15.79%
GGI
4296
GPM Growth Investors
Michigan
$147M +$13.1M +10% 10.2% 38 10.53%
DRS
4297
Deane Retirement Strategies
Louisiana
$147M +$10.4M +8% 4.44% 64.7% 77 55.84%
MLIM
4298
Mountain Lake Investment Management
Florida
$147M +$8.4M +6% 1.82% 79.5% 27 18.52%
PBO
4299
Peoples Bank (Ohio)
Ohio
$147M +$5.46M +4% 5.35% 71.7% 100 14%
CI
4300
Cavalier Investments
Georgia
$147M -$26M -15% 8.91% 154% 80 28.75%