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
PFS
3701
Physicians Financial Services
North Carolina
$181M +$35.5M +24% 113
WA
3702
Wealth Advisors
California
$181M +$32.4M +22% 63
MWM
3703
MinichMacGregor Wealth Management
New York
$181M +$69.2M +62% 129
SIRP
3704
Shelter Insurance Retirement Plan
Missouri
$181M +$16.7M +10% 8
TCOK
3705
Trust Company of Kansas
Kansas
$181M +$12.7M +8% 57
MCL
3706
MIK Capital LP
New York
$180M -$79.3M -31% 61
TWP
3707
Total Wealth Planning
Ohio
$180M +$26.7M +17% 37
BCM
3708
Blume Capital Management
California
$180M +$24.3M +16% 250
SA
3709
Stewardship Advisors
Pennsylvania
$180M +$26.5M +17% 42
AWA
3710
Arkadios Wealth Advisors
Georgia
$180M +$23.4M +15% 1,404
SCM
3711
Stordahl Capital Management
Colorado
$180M +$18.4M +11% 41
BA
3712
Bard Associates
Illinois
$180M +$44.3M +33% 164
PWSG
3713
Pacific Wealth Strategies Group
California
$180M +$33.4M +23% 79
GPA
3714
Guidance Point Advisors
Massachusetts
$180M +$26.2M +17% 76
FFG
3715
Ford Financial Group
California
$180M +$30M +20% 100
AFA
3716
Atlanta Financial Associates
Georgia
$180M +$53.3M +42% 70
MCM
3717
Moerus Capital Management
New York
$180M -$25.1M -12% 14
NIM
3718
Nicollet Investment Management
Minnesota
$180M +$44.6M +33% 57
TA
3719
TCG Advisors
Texas
$180M +$57.9M +48% 146
MIRH
3720
Madison International Realty Holdings
New York
$180M +$38.5M +27% 8
FA
3721
Financial Advisors
Massachusetts
$179M +$31.6M +21% 66
MCAI
3722
Meritech Capital Associates IV
California
$179M +$29.1M +19% 1
SAM
3723
Smithbridge Asset Management
Pennsylvania
$179M +$29.8M +20% 83
WIM
3724
Wittenberg Investment Management
Massachusetts
$179M -$3.77M -2% 76
BZWA
3725
Blue Zone Wealth Advisors
California
$179M +$72.5M +68% 66