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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
PCS
5676
Private Client Services
Kentucky
$186M +$26.7M +17% 6.04% 180 29.44%
NVCHI
5677
New Vernon Capital Holdings II
New Jersey
$186M +$495K +0.3% 6.61% 114% 84 38.1%
PF
5678
Prosperitas Financial
California
$186M +$21.8M +13% 6.12% 107% 73 34.25%
AWM
5679
Aspire Wealth Management
Massachusetts
$186M +$11M +6% 6.1% 26% 197 9.14%
LB
5680
Legacy Bridge
Iowa
$186M +$16M +9% 7.75% 225% 299 6.35%
EBWM
5681
Eagle Bluffs Wealth Management
Missouri
$186M +$13.8M +8% 6.67% 95.3% 74 2.7%
LIA
5682
LSP Investment Advisors
New York
$186M +$9.61M +5% 12.7% 79.5% 27 3.7%
AFO
5683
Allie Family Office
Florida
$186M +$19.4M +12% 6.91% 59% 96 15.63%
MMHP
5684
Murphy Middleton Hinkle & Parker
Georgia
$186M +$13.8M +8% 7.72% 61.7% 139 5.04%
EM
5685
ELCO Management
New York
$185M +$13.5M +8% 6.67% 93% 175 17.14%
MTWM
5686
Masso Torrence Wealth Management
New Jersey
$185M +$5.07M +3% 4.67% 130% 101 14.85%
DJC
5687
Daily Journal Corp
California
$185M +$3.1M +2% 3.54% 108% 4 0%
HBT
5688
Heartland Bank & Trust
Illinois
$185M +$9.01M +5% 6.57% 105% 156 8.97%
PWM
5689
Penobscot Wealth Management
Maine
$185M +$17.2M +10% 6.3% 50.5% 77 6.49%
RM
5690
Radcliff Management
New York
$185M +$14.2M +8% 8.32% 47.6% 1 0%
SCM
5691
Sterneck Capital Management
Missouri
$185M +$8.56M +5% 6.97% 61.5% 105 18.1%
AIC
5692
Aurora Investment Counsel
Georgia
$185M +$14.4M +8% 8.29% 31.7% 123 21.14%
CIS
5693
Custom Index Systems
New York
$185M +$10.5M +6% 6.28% 296 37.84%
M
5694
MYeCFO
California
$185M +$11.2M +6% 5.55% 53.3% 57 3.51%
NSB
5695
Norway Savings Bank
Maine
$184M +$8.95M +5% 5.95% 101% 107 6.54%
VFA
5696
Values First Advisors
Tennessee
$184M +$17.5M +10% 7.03% 86.4% 280 42.5%
FGI
5697
Foresight Global Investors
New York
$184M -$23.7M -11% 3.78% 72.8% 51 31.37%
AWM
5698
Aviso Wealth Management
Washington
$184M +$15.9M +9% 6.31% 160 15%
RSA
5699
River Street Advisors
Illinois
$184M +$21.5M +13% 7.21% 88.8% 150 9.33%
SWM
5700
Shelton Wealth Management
Texas
$184M +$7.75M +4% 4.94% 88% 151 27.15%