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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
PK
4776
Pflug Koory
Nebraska
$196M +$12.3M +7% 7.4% 426 5.63%
BWL
4777
Beacon Wealthcare LLC
North Carolina
$196M +$4.75M +2% 3.93% 42% 17 17.65%
WW
4778
Westshore Wealth
California
$196M +$5.64M +3% 4.51% 58.8% 121 17.36%
UC
4779
Unio Capital
New Jersey
$196M +$9.29M +5% 11.1% 97.8% 43 11.63%
SI
4780
Shaker Investments
Ohio
$196M +$16.9M +9% 9.58% 205% 95 14.74%
ITIM
4781
Indiana Trust & Investment Management
Indiana
$196M +$11.3M +6% 7.42% 104% 128 13.28%
KFSC
4782
Keystone Financial Services (Colorado)
Colorado
$196M +$9.11M +5% 5.47% 66% 79 7.59%
EC
4783
Elequin Capital
New York
$196M +$53.4M +38% 1.37% 52.4% 688 77.03%
HVP
4784
Hudson Value Partners
Florida
$196M +$19.9M +11% 9.66% 124% 116 18.97%
BBWP
4785
Beacon Bridge Wealth Partners
Pennsylvania
$196M +$28.9M +17% 3.65% 52% 92 4.35%
EAM
4786
Eukles Asset Management
Ohio
$196M +$11.7M +6% 7.77% 77.2% 245 7.76%
MS
4787
Madden Securities
Texas
$195M +$6.52M +3% 6.96% 92.2% 95 14.74%
IAG
4788
Investment Advisory Group
Massachusetts
$195M +$21.4M +12% 5.45% 61.6% 150 11.33%
VAM
4789
Vert Asset Management
California
$195M +$25.5M +15% 3.64% 43.6% 44 13.64%
AGA
4790
Accuvest Global Advisors
Utah
$195M -$25.9M -12% 7.45% 130% 153 39.87%
LCC
4791
Lincoln Capital Corp
Rhode Island
$195M +$22.7M +13% 7.49% 73.9% 80 18.75%
ACMC
4792
AyurMaya Capital Management Company
New Hampshire
$195M 11.1% 32.2% 1
YAL
4793
Your Advocates Ltd
Texas
$195M +$12.8M +7% 2.53% 50% 293 21.16%
KCM
4794
Kennicott Capital Management
California
$195M +$33.2M +21% 8.77% 85.5% 42 4.76%
BSA
4795
Bull Street Advisors
Georgia
$195M +$2.16M +1% 2.96% 41.9% 90 1.11%
DC
4796
Deere & Company
Illinois
$195M -$4.19M -2% 3.4% 3 0%
MMM
4797
Mendel Money Management
Illinois
$194M +$8.87M +5% 5.81% 75.4% 127 5.51%
BG
4798
Benedetti & Gucer
Georgia
$194M +$20.1M +12% 6.22% 42.7% 170 21.18%
GFWA
4799
Grey Fox Wealth Advisors
Delaware
$194M +$25M +15% 3.6% 41.9% 546 85.16%
SM
4800
Sweeney & Michel
California
$194M +$6.5M +3% 5.11% 104 4.81%