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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
WDG
4976
Wealth Dimensions Group
Ohio
$156M +$8.82M +6% 0.51% 57.1% 131 9.16%
EFIC
4977
Eliot Finkel Investment Counsel
California
$156M +$465K +0.3% 3.73% 55.2% 32 6.25%
IA
4978
IFS Advisors
Kansas
$156M +$7.14M +5% 0.56% 47.6% 30 16.67%
SCM
4979
Spreng Capital Management
Ohio
$156M +$1.53M +1% 0.59% 72.5% 107 9.35%
SCM
4980
Symons Capital Management
Pennsylvania
$156M -$19.5M -11% 5.64% 25.4% 82 25.61%
MRI
4981
Mad River Investors
Massachusetts
$156M $0 0% 15.2% 206% 25 0%
SICM
4982
Sustainable Insight Capital Management
New York
$156M -$13M -8% 1.16% 106% 135 26.67%
SVC
4983
Strycker View Capital
New York
$156M +$2.99M +2% 2.42% 114% 31 61.29%
SOW
4984
State of Wyoming
Wyoming
$156M -$3.16M -2% 0.64% 99.1% 1,392 24.5%
AWA
4985
ARQ Wealth Advisors
Arizona
$156M -$445K -0.3% 0.04% 53.3% 54 20.37%
MA
4986
Mangham Associates
Virginia
$155M -$2.83M -2% 0.19% 24.4% 7 14.29%
ADMI
4987
Albert D. Mason Inc
Massachusetts
$155M -$7.7M -5% 1.86% 82% 151 6.62%
DWMG
4988
DB Wealth Management Group
California
$155M -$995K -0.6% 1% 19% 359 4.74%
WG
4989
Watchman Group
Texas
$155M -$16.1M -9% 1.66% 52.9% 77 14.29%
NFG
4990
Northeast Financial Group
Pennsylvania
$155M +$2.01M +1% 0.21% 31.6% 53 22.64%
HG
4991
Harbor Group
New Hampshire
$155M +$3.22M +2% 0.98% 41.4% 51 13.73%
AIIC
4992
AJU IB Investment Company
South Korea
$155M -$18.5M -11% 23.6% 11 0%
RP
4993
RBS Partners
Florida
$155M -$28.6M -16% 6.6% 210% 3 33.33%
LAIC
4994
Lederer & Associates Investment Counsel
California
$155M +$4.7M +3% 0.44% 75.5% 90 10%
IIA
4995
ICW Investment Advisors
Arizona
$155M +$1.72M +1% 0.34% 45.3% 133 7.52%
SN
4996
Sittner & Nelson
Oregon
$155M +$13M +9% 0.33% 79% 426 8.92%
BHBT
4997
Burke & Herbert Bank & Trust
Virginia
$155M -$805K -0.5% 0.63% 52.7% 152 4.61%
AWM
4998
Accel Wealth Management
Iowa
$155M +$3.91M +3% 0.91% 77.4% 913 12.6%
HIGP
4999
Hill Investment Group Partners
Missouri
$155M +$33.8M +28% 1.29% 41.1% 29 10.34%
CASB
5000
Cape Ann Savings Bank
Massachusetts
$155M -$3.91M -2% 0.65% 59.5% 91 5.49%