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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
PD
4701
Planning Directions
Pennsylvania
$107M +$35.9M +50% 11.3% 36.4% 106 87.74%
PSC
4702
Piper Sandler & Co
Minnesota
$107M -$11.3M -10% 1.76% 0.09% 24 33.33%
LAIC
4703
Lederer & Associates Investment Counsel
California
$107M +$18.6M +21% 18.6% 75.5% 88 21.59%
BMA
4704
Brooks Moore & Associates
Tennessee
$107M +$12.7M +13% 17% 57.2% 90 15.56%
BCM
4705
Birch Capital Management
Texas
$107M +$19.9M +23% 21.8% 46% 106 23.58%
GWCM
4706
Godshalk Welsh Capital Management
Pennsylvania
$107M +$14.8M +16% 19.6% 54.7% 101 6.93%
CA
4707
Crumly & Associates
Illinois
$107M +$25.3M +31% 22.5% 55.2% 57 28.07%
CM
4708
CoreCommodity Management
Connecticut
$107M +$20.1M +23% 45.6% 74.3% 168 27.98%
MAWCM
4709
Mine & Arao Wealth Creation & Management
California
$107M +$20.4M +24% 22.1% 92% 241 6.22%
CI
4710
CAZ Investments
Texas
$107M +$67.5M +173% 28.6% 341% 61 52.46%
VIP
4711
Viewpoint Investment Partners
Alberta, Canada
$106M +$61M +134% 16.9% 31.9% 10 20%
BCM
4712
Brooktree Capital Management
Michigan
$106M +$20M +23% 34.3% 57.3% 104 54.81%
UBG
4713
United Bank (Georgia)
Georgia
$106M +$9.4M +10% 17.9% 64.5% 79 16.46%
PPWM
4714
PFG Private Wealth Management
Florida
$106M +$13.3M +14% 13.3% 48.3% 48 22.92%
RIA
4715
Recurrent Investment Advisors
Texas
$106M +$52.9M +99% 40.5% 109% 41 21.95%
TP
4716
Tranquility Partners
Tennessee
$106M +$19.3M +22% 21.4% 67.4% 154 22.73%
SCM
4717
Sterneck Capital Management
Missouri
$106M +$6.9M +7% 21.8% 52.9% 84 17.86%
AIFAIM
4718
American Institute for Advanced Investment Management
Arizona
$106M +$13.8M +15% 14.9% 72.8% 100 18%
CIA
4719
Cascade Investment Advisors
Oregon
$106M +$15.2M +17% 22.6% 71.4% 262 11.83%
HM
4720
Heronetta Management
New York
$106M +$22.1M +26% 36.3% 64.4% 25 12%
DAM
4721
Doheny Asset Management
California
$106M -$20.4M -16% 27.6% 121% 104 25.96%
NFG
4722
Norris Financial Group
South Carolina
$106M +$15.8M +18% 20.7% 122% 85 52.94%
BCWM
4723
Blue Chip Wealth Management
Florida
$106M +$25.3M +32% 29.2% 104 19.23%
LAM
4724
Lountzis Asset Management
Pennsylvania
$106M 11.1% 103% 70
BC
4725
Breakline Capital
New York
$105M 35.9% 47