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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
PFA
4326
Pinnacle Family Advisors
Missouri
$113M -$7.26M -6% 1.25% 77.3% 85 22.35%
ICMP
4327
Integrated Capital Management (Pennsylvania)
Pennsylvania
$113M -$6.05M -5% 0.13% 38.3% 31 16.13%
KCM
4328
Kendall Capital Management
Maryland
$113M +$2.62M +2% 2.26% 84.4% 122 12.3%
PL
4329
Protective Life
Alabama
$113M +$3.65M +3% 1.42% 29% 15 20%
MCIA
4330
Mountain Capital Investment Advisors
Colorado
$113M +$6.65M +6% 1.92% 63.3% 49 6.12%
GWCM
4331
Godshalk Welsh Capital Management
Pennsylvania
$113M +$4.94M +5% 3.97% 54.7% 112 7.14%
BHBT
4332
Burke & Herbert Bank & Trust
Virginia
$113M -$659K -0.6% 1.24% 52.7% 129 5.43%
SPL
4333
Smart Portfolios LLC
Washington
$113M +$2.7M +2% 0.28% 41.3% 53 22.64%
FDS
4334
First Dallas Securities
Texas
$113M -$1.54M -1% 1.81% 134% 93 17.2%
BRC
4335
Bell Rock Capital
Delaware
$113M -$1.11M -1% 1.71% 396 14.9%
BAM
4336
Baldrige Asset Management
Pennsylvania
$113M +$4.26M +4% 1.1% 43.5% 84 10.71%
HFP
4337
Holistic Financial Partners
Indiana
$113M +$12.4M +12% 0.6% 95.7% 104 32.69%
DC
4338
Defender Capital
North Carolina
$113M -$10.9M -9% 5.81% 83.5% 18 11.11%
CA
4339
Claro Advisors
Massachusetts
$113M +$4.38M +4% 1.54% 72% 171 11.7%
GIM
4340
Guardian Investment Management
California
$113M -$2.38M -2% 1.94% 89.7% 60 18.33%
SCP
4341
Stamos Capital Partners
California
$112M +$12.5M +13% 0.86% 28.4% 57 33.33%
EI
4342
EDMP Inc
Florida
$112M +$3.29M +3% 0.06% 68.1% 54 16.67%
HFA
4343
Hoover Financial Advisors
Pennsylvania
$112M +$3.62M +3% 1.8% 65 12.31%
LFS
4344
Legacy Financial Strategies
Kansas
$112M +$5.2M +5% 1.47% 67.1% 64 17.19%
GU
4345
Georgetown University
District of Columbia
$112M 1.33% 73.1% 8
NCM
4346
Northstar Capital Management
New York
$112M -$269K -0.2% 0.9% 90 4.44%
WA
4347
Wilshire Advisors
California
$112M -$927K -0.8% 0.61% 100% 26 7.69%
LFGH
4348
Lee Financial Group Hawaii
Hawaii
$112M -$4.91M -4% 2.37% 12.9% 30 16.67%
PWA
4349
Providence Wealth Advisors
Illinois
$112M +$4.55M +4% 1.43% 98.7% 87 13.79%
RFO
4350
RiverGlades Family Offices
Florida
$112M -$25K -0% 0.13% 66 6.06%