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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 Avg Holding
Period (Yrs)
PD
4801
Planning Directions
Pennsylvania
$107M +$35.9M +50% 11.3% 46.3% 106 87.74% 0.4
PSC
4802
Piper Sandler & Co
Minnesota
$107M -$11.3M -10% 1.76% 0.04% 24 33.33% 0.3
LAIC
4803
Lederer & Associates Investment Counsel
California
$107M +$18.6M +21% 18.6% 75.5% 88 21.59% 3.1
BMA
4804
Brooks Moore & Associates
Tennessee
$107M +$12.7M +13% 17% 63.7% 90 15.56% 1.3
BCM
4805
Birch Capital Management
Texas
$107M +$19.9M +23% 21.8% 48.4% 106 23.58% 0.4
GWCM
4806
Godshalk Welsh Capital Management
Pennsylvania
$107M +$14.8M +16% 19.6% 61.1% 101 6.93% 4.5
CA
4807
Crumly & Associates
Illinois
$107M +$25.3M +31% 22.5% 58.1% 57 28.07% 0.3
CM
4808
CoreCommodity Management
Connecticut
$107M +$20.1M +23% 45.6% 65.8% 168 27.98% 3.1
MAWCM
4809
Mine & Arao Wealth Creation & Management
California
$107M +$20.4M +24% 22.1% 92% 241 6.22% 0.5
CI
4810
CAZ Investments
Texas
$107M +$67.5M +173% 28.6% 263% 61 52.46% 0.7
VIP
4811
Viewpoint Investment Partners
Alberta, Canada
$106M +$61M +134% 16.9% 31.9% 10 20% 0.8
BCM
4812
Brooktree Capital Management
Michigan
$106M +$20M +23% 34.3% 82.9% 104 54.81% 0.5
UBG
4813
United Bank (Georgia)
Georgia
$106M +$9.4M +10% 17.9% 81.2% 79 16.46% 2.6
RIA
4814
Recurrent Investment Advisors
Texas
$106M +$52.9M +99% 40.5% 99.7% 41 21.95% 0.4
PPWM
4815
PFG Private Wealth Management
Florida
$106M +$13.3M +14% 13.3% 52.6% 48 22.92% 0.4
TP
4816
Tranquility Partners
Tennessee
$106M +$19.3M +22% 21.4% 67.4% 154 22.73% 0.7
SCM
4817
Sterneck Capital Management
Missouri
$106M +$6.9M +7% 21.8% 61.5% 84 17.86% 3.8
AIFAIM
4818
American Institute for Advanced Investment Management
Arizona
$106M +$13.8M +15% 14.9% 72.8% 100 18% 0.4
CIA
4819
Cascade Investment Advisors
Oregon
$106M +$15.2M +17% 22.6% 71.4% 262 11.83% 2.3
HM
4820
Heronetta Management
New York
$106M +$22.1M +26% 36.3% 59.7% 25 12% 4.5
DAM
4821
Doheny Asset Management
California
$106M -$20.4M -16% 27.6% 135% 104 25.96% 4.7
NFG
4822
Norris Financial Group
South Carolina
$106M +$15.8M +18% 20.7% 142% 85 52.94% 0.2
BCWM
4823
Blue Chip Wealth Management
Florida
$106M +$25.3M +32% 29.2% – 104 19.23% 1.7
LAM
4824
Lountzis Asset Management
Pennsylvania
$106M – – 11.1% 144% 70 – 0
BC
4825
Breakline Capital
New York
$105M – – 35.9% – 47 – 0.3