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
LPIC
3526
LeJeune Puetz Investment Counsel
Michigan
$163M +$7.87M +5% 152
PCFFS
3527
Pacific Center for Financial Services
California
$163M +$7.29M +5% 335
NC
3528
Numen Capital
United Kingdom
$163M +$126M +344% 11
KFA
3529
Kabarec Financial Advisors
Illinois
$163M 81
FA
3530
Fortis Advisors
Pennsylvania
$163M +$18.8M +13% 324
WCM
3531
Woodson Capital Management
Connecticut
$163M +$12M +8% 37
WOC
3532
West Oak Capital
California
$163M -$5.57M -3% 364
BGC
3533
Birch Grove Capital
New York
$163M +$2.37M +1% 31
SL
3534
SOF Ltd
Cayman Islands
$162M +$28.9M +22% 1
MWM
3535
Mascoma Wealth Management
New Hampshire
$162M +$12.5M +8% 445
MWM
3536
Meridian Wealth Management
Kentucky
$162M +$4.55M +3% 169
SRSA
3537
S.R. Schill & Associates
Washington
$162M -$4.74M -3% 73
WA
3538
Wintergreen Advisers
New Jersey
$162M -$57.4M -26% 8
NCM
3539
Neumann Capital Management
California
$162M +$1.6M +1% 76
IRC
3540
Investors Research Corp
Georgia
$162M 331
ICM
3541
IMS Capital Management
Oregon
$162M +$5.5M +4% 159
HWP
3542
Hefty Wealth Partners
Indiana
$161M +$10.2M +7% 271
AP
3543
Agilis Partners
Massachusetts
$161M +$10.6M +7% 17
SIAP
3544
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$161M +$10.4M +7% 374
PA
3545
Perennial Advisors
New York
$161M +$13.3M +9% 207
AFA
3546
Alta Fundamental Advisers
New York
$161M +$4.91M +3% 24
SSM
3547
Sutton Square Management
New York
$161M 20
BWA
3548
Burt Wealth Advisors
Maryland
$161M +$8.03M +5% 408
WGCA
3549
Wolf Group Capital Advisors
Virginia
$161M +$16.7M +12% 110
CGI
3550
Cougar Global Investments
Ontario, Canada
$161M +$4.25M +3% 12