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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
PWS
4801
Peterson Wealth Services
Utah
$175M +$33.5M +24% 9.49% 153% 95 16.84%
EIA
4802
Eastover Investment Advisors
North Carolina
$175M +$14M +9% 9.62% 102% 47 4.26%
AFC
4803
Adaptive Financial Consulting
Ohio
$174M +$14.7M +9% 4.2% 33.4% 16 0%
DJC
4804
Daily Journal Corp
California
$174M +$11M +7% 7.04% 108% 5 20%
DFA
4805
DHJJ Financial Advisors
Illinois
$174M +$3.12M +2% 7.54% 56.7% 136 8.82%
AH
4806
Aviva Holdings
Bahamas
$174M -$102M -37% 34.4% 36.5% 5 20%
CAG
4807
Compass Advisory Group
New York
$174M -$4.07M -2% 7.2% 49.2% 71 15.49%
GCC
4808
Game Creek Capital
Massachusetts
$174M +$9.63M +6% 9.4% 176% 71 18.31%
IF
4809
IRON Financial
Illinois
$174M -$7.94M -4% 3.41% 51.4% 106 20.75%
CPA
4810
Capital Performance Advisors
California
$174M +$19.2M +12% 10.1% 71% 54 20.37%
NERM
4811
New England Research & Management
Illinois
$174M +$15.3M +10% 11.1% 56.4% 180 28.33%
SCM
4812
Susquehanna Capital Management
Pennsylvania
$174M -$36.9M -17% 8.1% 40.8% 2 0%
VCM
4813
Voce Capital Management
California
$174M +$20M +13% 15.4% 69.2% 10 0%
VFPI
4814
Vantage Financial Partners (Illinois)
Illinois
$174M +$19.2M +12% 7.33% 13.1% 96 15.63%
WC
4815
Wynnefield Capital
New York
$174M -$15.7M -8% 7.16% 52.1% 23 17.39%
LD
4816
Lipe & Dalton
New York
$174M +$14.4M +9% 13.2% 89.6% 107 11.21%
AUIM
4817
Aegon USA Investment Management
Iowa
$174M +$2.34M +1% 3.29% 39.9% 49 16.33%
CWA
4818
Clarity Wealth Advisors
California
$174M +$7.6M +5% 6.17% 85.1% 71 18.31%
TC
4819
Tejara Capital
United Kingdom
$174M 16.4% 17.3% 95
HIM
4820
Harbour Investment Management
Washington
$174M +$13.8M +9% 10.4% 58.8% 73 4.11%
ACM
4821
Aljian Capital Management
Nevada
$173M -$8.68M -5% 0.39% 146% 54 14.81%
ZIMP
4822
Zimmermann Investment Management & Planning
Pennsylvania
$173M +$12.7M +8% 6.39% 31.6% 101 19.8%
HFRG
4823
Houlihan Financial Resource Group
Virginia
$173M +$9.06M +6% 5.37% 50.6% 89 13.48%
TW
4824
Towerpoint Wealth
California
$173M +$7.43M +4% 6.34% 62.4% 90 14.44%
NFSG
4825
Newbridge Financial Services Group
Florida
$173M +$3.12M +2% 4.91% 164% 1,541 12.13%