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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
PBF
5551
Petix & Botte Financial
California
$157M -$138M -47% 6.07% 47.5% 119 36.13%
BFA
5552
BMS Financial Advisors
South Dakota
$157M 8.2% 92
AWP
5553
Accretive Wealth Partners
New Jersey
$157M +$15.3M +11% 8.42% 57.3% 116 17.24%
SMP
5554
Santa Monica Partners
Florida
$157M +$2.6M +2% 7.47% 135% 23 8.7%
EBA
5555
Eagle Bay Advisors
New York
$157M -$21.5M -12% 6.22% 78.4% 1,410 32.98%
UIA
5556
Ulland Investment Advisors
Minnesota
$157M 8.79% 154% 221
LIM
5557
Loudon Investment Management
New Hampshire
$157M +$16.1M +11% 13.3% 61.6% 88 3.41%
RCF
5558
Rainwater Charitable Foundation
Texas
$157M -$342K -0.2% 9.14% 40.2% 2 0%
SMG
5559
Smart Money Group
Texas
$157M +$19.1M +14% 4.29% 58.9% 69 10.14%
ASI
5560
Advisory Services & Investments
Oregon
$156M +$3.97M +3% 4.39% 19.9% 36 5.56%
EA
5561
Eclectic Associates
California
$156M +$19.3M +14% 6.29% 49.7% 77 14.29%
KAM
5562
KEB Asset Management
Illinois
$156M 6.73% 68.9% 51
IAG
5563
Investment Advisory Group
Massachusetts
$156M 7.59% 61.6% 122
KA
5564
Kozak & Associates
Colorado
$156M -$12.9M -8% 10.1% 97.4% 397 18.39%
RA
5565
RiverTree Advisors
Florida
$156M +$9.68M +7% 6.18% 25.4% 49 40.82%
LR
5566
Library Research
Hong Kong
$156M -$45.1M -22% 18.2% 22.4% 7 14.29%
MPPW
5567
Mitchell & Pahl Private Wealth
Oklahoma
$156M +$17.3M +12% 11.5% 75.2% 172 11.63%
FCMT
5568
Founders Capital Management (Texas)
Texas
$156M +$10.1M +7% 10.3% 118% 331 9.67%
CFCI
5569
Comprehensive Financial Consultants Institutional
Indiana
$156M 9.2% 70.2% 523
MI
5570
Moneywise Inc
Virginia
$156M +$2.35M +2% 5.7% 58% 53 9.43%
WPWM
5571
Western Pacific Wealth Management
Illinois
$155M 13.9% 66.3% 229
SC
5572
Seldon Capital
California
$155M 5.86% 604% 290
CAM
5573
Crown Advisors Management
California
$155M +$13.1M +9% 27.8% 284% 45 17.78%
SV
5574
Stilwell Value
New York
$155M -$1.36M -0.9% 2.3% 87.9% 40 12.5%
WMR
5575
Wealth Management Resources
Rhode Island
$155M 5.34% 36.5% 48