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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
CFSG
5676
Clark Financial Services Group
Missouri
$149M +$18.8M +14% 9.43% 102% 71 15.49%
MWA
5677
Miller Wealth Advisors
Colorado
$149M 10.2% 117% 96
SNBOSD
5678
Security National Bank of So Dak
Iowa
$149M +$17.8M +14% 12.1% 58.9% 107 13.08%
AIFAIM
5679
American Institute for Advanced Investment Management
Arizona
$148M +$7.38M +5% 7.96% 72.8% 133 12.78%
ACMV
5680
August Capital Management VI
California
$148M 3.65% 2
BCM
5681
BCK Capital Management
Connecticut
$148M -$18.9M -11% 11.3% 161% 165 43.03%
PC
5682
Plaisance Capital
Colorado
$148M +$8.29M +6% 3.37% 49 71.43%
WRCAI
5683
West Rim Capital Associates II
Utah
$148M 12.4% 2
PIA
5684
Pinion Investment Advisors
Kansas
$148M +$24.2M +19% 7.98% 75.4% 158 10.76%
SG
5685
Somerset Group
Minnesota
$148M +$9.98M +7% 7.88% 84.6% 78 6.41%
WEPOG
5686
Wealth Enhancement & Preservation of GA
Georgia
$148M +$18.4M +14% 11.7% 82.2% 57 28.07%
RIG
5687
Ramiah Investment Group
Wisconsin
$148M +$8.72M +6% 6.11% 55.3% 95 35.79%
NED
5688
Nancy E. Dempze
$148M +$20.7M +16% 9.46% 83.1% 81 8.64%
PCM
5689
Perkins Capital Management
Minnesota
$148M -$13.4M -8% 6.01% 303% 120 20.83%
JIC
5690
Juniper Investment Company
New York
$148M +$34.3M +30% 7.7% 358% 11 18.18%
GAA
5691
Green Alpha Advisors
Colorado
$148M +$3.25M +2% 7.63% 267% 126 1.59%
YMRC
5692
Yorktown Management & Research Company
Virginia
$148M +$15.1M +11% 9.59% 223% 272 18.01%
BBW
5693
Blue Barn Wealth
Utah
$148M +$34M +30% 3.88% 46.4% 131 22.9%
NCM
5694
Next Capital Management
New York
$148M +$10.2M +7% 6.02% 61.3% 119 21.85%
MFP
5695
Meridian Financial Partners
Virginia
$148M -$1.22M -0.8% 5.99% 73.1% 88 14.77%
AMAL
5696
Asset Management Advisors LLC
Oklahoma
$148M +$15.2M +12% 10.6% 124% 16 6.25%
VA
5697
Verdad Advisers
Massachusetts
$148M +$9.24M +7% 10.1% 54 38.89%
MCM
5698
Mork Capital Management
California
$148M +$30.4M +26% 8.13% 61.9% 114 23.68%
SIC
5699
Sterling Investment Counsel
New York
$148M 9.69% 82.8% 141
FWA
5700
FSC Wealth Advisors
New York
$148M 10.6% 34.3% 184