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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
PTCG
6026
Pring Turner Capital Group
California
$158M +$15.2M +11% 9.41% 68.8% 72 11.11%
PCM
6027
Palouse Capital Management
Washington
$158M +$9.35M +6% 7.95% 67.8% 126 10.32%
NC
6028
Nipun Capital
California
$158M +$18.1M +13% 10.5% 8 25%
NCMW
6029
Northern Capital Management (Washington)
Washington
$158M +$8.43M +6% 4.95% 80% 42 9.52%
SCM
6030
Stonepine Capital Management
Oregon
$158M +$48.6M +44% 31.9% 199% 41 46.34%
SFG
6031
Sowa Financial Group
Rhode Island
$158M +$26.1M +20% 7.56% 77.7% 32 9.38%
GWCM
6032
Godshalk Welsh Capital Management
Pennsylvania
$158M +$8.24M +5% 7.45% 54.7% 127 8.66%
DWA
6033
Delap Wealth Advisory
Oregon
$158M -$59.1M -27% 5.93% 56% 124 53.23%
CRC
6034
Catawba River Capital
South Carolina
$158M -$7.14M -4% 8.4% 89.5% 20 10%
MPWS
6035
McCarter Private Wealth Services
Massachusetts
$158M 3.92% 102
IFPL
6036
Investments & Financial Planning LLC
Kentucky
$158M +$8.96M +6% 6.38% 51.1% 34 5.88%
KWAG
6037
Kiely Wealth Advisory Group
North Carolina
$158M -$23.7M -13% 4.4% 315 4.76%
OCA
6038
Otter Creek Advisors
Florida
$158M +$3.58M +2% 14.8% 173% 40 15%
WDC
6039
Woodward Diversified Capital
California
$158M -$12.9M -8% 6.9% 107% 166 7.83%
AWA
6040
Archvest Wealth Advisors
California
$158M +$6.68M +4% 5.92% 47.8% 78 28.21%
GITFIT
6041
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$157M +$3.67M +2% 2.6% 105% 124 2.42%
KCM
6042
Kerusso Capital Management
North Carolina
$157M +$19.7M +14% 9.19% 60 15%
RFS
6043
Richardson Financial Services
Massachusetts
$157M +$18.5M +13% 6.12% 600 2%
AI
6044
Aflac Inc
Georgia
$157M +$45.6M +41% 41.5% 31.1% 4 0%
BFA
6045
Bright Financial Advisors
Michigan
$157M +$15.5M +11% 6.83% 54 11.11%
CIA
6046
Cascade Investment Advisors
Oregon
$157M +$8.93M +6% 7.9% 71.4% 119 13.45%
KFO
6047
Kopp Family Office
Minnesota
$157M -$4.17M -3% 6.84% 34% 23 13.04%
TIA
6048
Trust Investment Advisors
Indiana
$157M -$341K -0.2% 5.11% 167% 144 38.19%
HWM
6049
HFG Wealth Management
Texas
$157M -$97 -0% 4.08% 40 0%
HP
6050
Hyperion Partners
Pennsylvania
$157M +$16.6M +12% 8.03% 76 10.53%