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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
BFA
7276
Benningfield Financial Advisors
California
$127M +$10.9M +9% 9.98% 18 16.67%
APW
7277
Axim Planning & Wealth
Ohio
$127M +$17.3M +16% 8.72% 3.66% 109 58.72%
CIM
7278
Courant Investment Management
Tennessee
$127M +$3M +2% 0.79% 33.5% 9 33.33%
RC
7279
Rahlfs Capital
Texas
$126M +$17.2M +16% 11.2% 90 3.33%
KCIC
7280
Kuhn & Co Investment Counsel
Illinois
$126M -$5.93M -4% 6.69% 137 11.68%
FA
7281
FSA Advisors
Michigan
$126M +$3.28M +3% 6.16% 204 44.12%
CNTOF
7282
Canandaigua National Trust of Florida
New York
$126M -$14.4M -10% 6.26% 125 17.6%
LF
7283
LifePlan Financial
Minnesota
$126M +$5.54M +5% 5.44% 92 13.04%
STFP
7284
Signal Tree Financial Partners
Ohio
$126M +$10M +9% 5.79% 51 11.76%
SG
7285
Somerset Group
Minnesota
$126M +$8.12M +7% 8.47% 84.6% 61 3.28%
EI
7286
EDMP Inc
Florida
$126M +$8.68M +7% 6.85% 71.6% 72 8.33%
LWM
7287
Lionshead Wealth Management
New York
$126M +$17.7M +16% 7.4% 104 11.54%
SAM
7288
Seelaus Asset Management
New Jersey
$126M +$13M +11% 14.5% 122% 192 13.02%
CTA
7289
Camelot Technology Advisors
California
$126M +$8.61M +7% 6.37% 59 16.95%
GIM
7290
Guild Investment Management
California
$126M +$10.9M +9% 10.6% 101% 57 35.09%
PAM
7291
PSquared Asset Management
Switzerland
$126M -$329M -72% 12.1% 178% 14 78.57%
PF
7292
PlanWiser Financial
Colorado
$126M +$8.67M +7% 5.79% 49 12.24%
AWMG
7293
ADG Wealth Management Group
Louisiana
$126M +$8.37M +7% 6.22% 31 12.9%
AIC
7294
Argus Investors Counsel
New York
$126M -$15.1M -11% 6.83% 124% 116 9.48%
CWM
7295
Crowley Wealth Management
Delaware
$126M +$15.9M +14% 12.8% 428 9.11%
FF
7296
Fox Financial
Pennsylvania
$126M +$7.4M +6% 7.85% 13 7.69%
UOP
7297
University of Pittsburgh
Pennsylvania
$126M +$11.5M +10% 9.96% 69.2% 2 50%
YMRC
7298
Yorktown Management & Research Company
Virginia
$125M +$20.7M +20% 15.8% 223% 244 30.33%
SGC
7299
Slocum, Gordon & Co
Rhode Island
$125M +$1.22M +1% 6.23% 55.2% 129 58.91%
SFC
7300
Summit Financial Consulting
Michigan
$125M +$14M +13% 5.44% 47 25.53%