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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
PFA
4876
Plotkin Financial Advisors
Maryland
$151M +$60.5M +67% 17.8% 95.3% 76 26.32%
IFG
4877
Investors Financial Group
Minnesota
$151M +$17.6M +13% 12.9% 177 18.08%
KCM
4878
Kempner Capital Management
Texas
$151M +$26.3M +21% 25.3% 60.9% 48 10.42%
OFG
4879
OTA Financial Group
New York
$151M +$43.4M +40% 24.2% 320% 97 74.23%
AA
4880
Auxano Advisors
Washington
$151M +$21.8M +17% 11.2% 85.4% 53 16.98%
MA
4881
Menlo Advisors
California
$151M +$23.5M +18% 15.5% 108% 39 10.26%
HP
4882
HealthInvest Partners
Sweden
$151M 18.1% 17
SIAM
4883
Sterling Investment Advisors (Missouri)
Missouri
$151M +$19.9M +15% 11.5% 37.8% 27 18.52%
MSWM
4884
Mader & Shannon Wealth Management
Missouri
$151M +$23.1M +18% 4.87% 53.1% 27 33.33%
CTC (Chicago Trading Company)
4885
CTC (Chicago Trading Company)
Illinois
$151M +$13.1M +10% 8.28% 192% 89 33.71%
WG
4886
Watchman Group
Texas
$151M +$15.3M +11% 13.9% 52.9% 79 11.39%
CWA
4887
Clarus Wealth Advisors
Arizona
$150M +$21.4M +17% 15.8% 148 27.7%
JWM
4888
Jeppson Wealth Management
California
$150M +$22.8M +18% 10.6% 91.6% 513 73.88%
HI
4889
Harrington Investments
California
$150M +$9.13M +6% 11.7% 92.5% 75 2.67%
AC
4890
Apogem Capital
New York
$150M 28.8% 159
SRAM
4891
Stone Ridge Asset Management
New York
$150M 38.3% 1
MMHP
4892
Murphy Middleton Hinkle & Parker
Georgia
$150M +$13.4M +10% 12.5% 61.7% 136 1.47%
TAM
4893
Townsend Asset Management
North Carolina
$150M +$27M +22% 15% 77% 185 11.89%
EP
4894
Elkhorn Partners
Nebraska
$150M +$21.5M +17% 20% 32.2% 45 26.67%
BSAM
4895
Blue Square Asset Management
New York
$150M +$4.99M +3% 13.7% 104% 82 9.76%
SL
4896
SIB LLC
New York
$150M -$499K -0.3% 12.5% 29.2% 22 9.09%
AWM
4897
AllSquare Wealth Management
New York
$150M +$12.1M +9% 11.6% 62.4% 499 10.22%
DI
4898
Disciplined Investments
Oklahoma
$150M +$14.1M +10% 12.3% 51.4% 434 27.88%
MMEA
4899
MEAG MUNICH ERGO AssetManagement
Germany
$149M -$10.5M -7% 15.9% 18.2% 14 7.14%
HWA
4900
Hillcrest Wealth Advisors
New Jersey
$149M +$8.83M +6% 15.6% 55% 60 16.67%