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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 Avg Holding
Period (Yrs)
PF
7301
PlanWiser Financial
Colorado
$126M +$8.67M +7% 5.79% – 49 12.24% 0.4
AWMG
7302
ADG Wealth Management Group
Louisiana
$126M +$8.37M +7% 6.22% – 31 12.9% 0.5
AIC
7303
Argus Investors Counsel
New York
$126M -$15.1M -11% 6.83% 132% 116 9.48% 5.4
CWM
7304
Crowley Wealth Management
Delaware
$126M +$15.9M +14% 12.8% – 428 9.11% 0.7
FF
7305
Fox Financial
Pennsylvania
$126M +$7.4M +6% 7.85% – 13 7.69% 1.7
UOP
7306
University of Pittsburgh
Pennsylvania
$126M +$11.5M +10% 9.96% 69.2% 2 50% 1.4
YMRC
7307
Yorktown Management & Research Company
Virginia
$125M +$20.7M +20% 15.8% 223% 244 30.33% 1.5
SGC
7308
Slocum, Gordon & Co
Rhode Island
$125M +$1.22M +1% 6.23% 55.2% 129 58.91% 2.1
SFC
7309
Summit Financial Consulting
Michigan
$125M +$14M +13% 5.44% – 47 25.53% 0.4
ACM
7310
Ascent Capital Management
Oregon
$125M +$12.6M +11% 8.94% – 67 13.43% 0.6
CGF
7311
Constant Guidance Financial
Massachusetts
$125M +$25.8M +26% 7.63% 79.6% 52 57.69% 0.8
KAM
7312
Karani Asset Management
New York
$125M +$22M +21% 8.99% – 43 23.26% 2.3
SJGA
7313
Stephen J. Garry & Associates
New York
$125M +$9.52M +8% 7.84% – 52 11.54% 1.3
CBCM
7314
Cook & Bynum Capital Management
Alabama
$125M -$1.33M -1% 3.12% 46.8% 6 0% 6.9
Vanguard Capital Wealth Advisors
7315
Vanguard Capital Wealth Advisors
Colorado
$125M +$24.2M +24% 16.9% 234% 144 27.08% 2.9
HEC
7316
Hudson Executive Capital
New York
$125M -$9.98M -7% 3.15% 127% 3 33.33% 5.5
PCM
7317
Park Capital Management
Wisconsin
$125M +$17M +16% 13.8% – 89 33.71% 0.5
CWM
7318
ClientFirst Wealth Management
Arkansas
$125M +$27.1M +28% 30.2% – 50 8% 2.4
MSA
7319
Marathon Strategic Advisors
Pennsylvania
$125M +$17.3M +16% 8.31% – 50 20% 1
XXIP
7320
Xiamen Xinweidachuang Investment Partnership
China
$125M -$13.9M -10% 6.53% 66.6% 1 0% 3.8
RE
7321
Rydar Equities
Texas
$125M -$1.7M -1% 9.62% – 104 19.23% 0.2
COFSG
7322
Carbahal Olsen Financial Services Group
California
$125M +$7.34M +6% 8% – 39 12.82% 0.6
DWM
7323
DKM Wealth Management
California
$125M +$8.62M +7% 9.16% – 66 15.15% 0.6
PAM
7324
PCG Asset Management
New Jersey
$125M +$8.21M +7% 6.98% – 80 8.75% 0.7
KF
7325
K2 Financial
California
$124M +$11.1M +10% 4.67% – 59 1.69% 0.7