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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
BSA
4576
Bull Street Advisors
Georgia
$206M -$4.05M -2% 95
AF
4577
Affiance Financial
Minnesota
$206M -$33.9M -14% 150
HIM
4578
Harbour Investment Management
Washington
$206M -$13.8M -6% 78
PC
4579
Pecaut & Co
Iowa
$205M +$8.42M +4% 108
OKSA
4580
O'Keefe Stevens Advisory
New York
$205M -$7.68M -4% 44
GWM
4581
Graybill Wealth Management
Illinois
$205M -$15.5M -7% 52
MPCG
4582
Matrix Private Capital Group
New York
$205M -$6.39M -3% 271
LD
4583
Lipe & Dalton
New York
$205M -$6.56M -3% 116
EPM
4584
Equitec Proprietary Markets
Illinois
$205M +$16.8M +9% 423
AFM
4585
Abbot Financial Management
Massachusetts
$205M -$19.1M -9% 140
MWM
4586
Marion Wealth Management
Pennsylvania
$205M -$5.74M -3% 97
MMM
4587
Mendel Money Management
Illinois
$205M +$31.3M +18% 125
C1AG
4588
Client 1st Advisory Group
Florida
$205M -$174K -0.1% 82
SWM
4589
Sculati Wealth Management
Michigan
$205M -$2.31M -1% 125
TAM
4590
Townsend Asset Management
North Carolina
$205M -$4.83M -2% 219
SLWA
4591
San Luis Wealth Advisors
California
$205M +$106M +108% 458
ROC
4592
Robertson Opportunity Capital
Texas
$204M -$14.1M -6% 29
PP
4593
Prosperity Planning
Missouri
$204M +$6.97M +4% 96
SCM
4594
SG Capital Management
Illinois
$204M -$59.7M -23% 83
NWM
4595
Northwest Wealth Management
Iowa
$204M -$11M -5% 143
MFS
4596
Madrona Financial Services
Washington
$204M -$32.5M -14% 82
CWM
4597
CCG Wealth Management
California
$204M +$12.1M +6% 129
FS
4598
Ferguson Shapiro
Georgia
$204M +$19.6M +11% 40
HBCM
4599
Heron Bay Capital Management
Michigan
$204M +$1.02M +0.5% 76
TL
4600
TowerView LLC
New York
$204M +$1.4M +0.7% 36