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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
LAIC
4801
Lederer & Associates Investment Counsel
California
$107M +$18.6M +21% 18.6% 75.5% 88 21.59%
BMA
4802
Brooks Moore & Associates
Tennessee
$107M +$12.7M +13% 17% 63.7% 90 15.56%
BCM
4803
Birch Capital Management
Texas
$107M +$19.9M +23% 21.8% 48.4% 106 23.58%
GWCM
4804
Godshalk Welsh Capital Management
Pennsylvania
$107M +$14.8M +16% 19.6% 61.1% 101 6.93%
CA
4805
Crumly & Associates
Illinois
$107M +$25.3M +31% 22.5% 55.2% 57 28.07%
CM
4806
CoreCommodity Management
Connecticut
$107M +$20.1M +23% 45.6% 65.8% 168 27.98%
MAWCM
4807
Mine & Arao Wealth Creation & Management
California
$107M +$20.4M +24% 22.1% 92% 241 6.22%
CI
4808
CAZ Investments
Texas
$107M +$67.5M +173% 28.6% 255% 61 52.46%
VIP
4809
Viewpoint Investment Partners
Alberta, Canada
$106M +$61M +134% 16.9% 31.9% 10 20%
BCM
4810
Brooktree Capital Management
Michigan
$106M +$20M +23% 34.3% 82.9% 104 54.81%
UBG
4811
United Bank (Georgia)
Georgia
$106M +$9.4M +10% 17.9% 81.2% 79 16.46%
PPWM
4812
PFG Private Wealth Management
Florida
$106M +$13.3M +14% 13.3% 48.3% 48 22.92%
RIA
4813
Recurrent Investment Advisors
Texas
$106M +$52.9M +99% 40.5% 99.7% 41 21.95%
TP
4814
Tranquility Partners
Tennessee
$106M +$19.3M +22% 21.4% 67.4% 154 22.73%
SCM
4815
Sterneck Capital Management
Missouri
$106M +$6.9M +7% 21.8% 61.5% 84 17.86%
AIFAIM
4816
American Institute for Advanced Investment Management
Arizona
$106M +$13.8M +15% 14.9% 72.8% 100 18%
CIA
4817
Cascade Investment Advisors
Oregon
$106M +$15.2M +17% 22.6% 71.4% 262 11.83%
HM
4818
Heronetta Management
New York
$106M +$22.1M +26% 36.3% 59.7% 25 12%
DAM
4819
Doheny Asset Management
California
$106M -$20.4M -16% 27.6% 135% 104 25.96%
NFG
4820
Norris Financial Group
South Carolina
$106M +$15.8M +18% 20.7% 142% 85 52.94%
BCWM
4821
Blue Chip Wealth Management
Florida
$106M +$25.3M +32% 29.2% 104 19.23%
LAM
4822
Lountzis Asset Management
Pennsylvania
$106M 11.1% 144% 70
BC
4823
Breakline Capital
New York
$105M 35.9% 47
AFA
4824
Abacus FCF Advisors
Florida
$105M +$17.8M +20% 28.6% 197% 93 30.11%
AIC
4825
Aurora Investment Counsel
Georgia
$105M +$14.6M +16% 29.7% 31.7% 134 28.36%