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
FBT
3726
First Bank & Trust
South Dakota
$123M +$4.65M +4% 308
ACM
3727
Adalta Capital Management
New York
$122M -$1.44M -1% 76
MCM
3728
Millie Capital Management
California
$122M +$7.23M +6% 70
CPA
3729
Clear Perspective Advisors
Illinois
$122M +$3.48M +3% 568
PK
3730
Pflug Koory
Nebraska
$122M +$3.95M +3% 411
PFS
3731
Physicians Financial Services
North Carolina
$122M +$4.21M +4% 114
PC
3732
Pecaut & Co
Iowa
$122M +$1.4M +1% 53
RFWA
3733
RPg Family Wealth Advisory
Massachusetts
$122M +$7.45M +6% 321
HWA
3734
Heritage Way Advisors
Illinois
$122M +$4.94M +4% 65
AIA
3735
AIMZ Investment Advisors
California
$122M +$3.07M +3% 99
SM
3736
Sabby Management
Florida
$122M -$96.8M -44% 179
AWM
3737
AllSquare Wealth Management
New York
$122M +$33M +37% 391
MIM
3738
Midwest Investment Management
Ohio
$121M +$2.88M +2% 55
IC
3739
Investment Counsel
Michigan
$121M +$1.64M +1% 60
BIMC
3740
Benson Investment Management Company
Virginia
$121M +$10.6M +10% 100
LCM
3741
Lee Capital Management
New York
$121M +$14.7M +14% 91
AAM
3742
Alphadyne Asset Management
New York
$121M +$8.04M +7% 15
IOOF
3743
Independent Order of Foresters
Ontario, Canada
$121M +$592K +0.5% 114
TCM
3744
TCS Capital Management
New York
$121M -$71.8M -37% 7
RW
3745
REDW Wealth
New Mexico
$121M +$18.6M +18% 82
FCMT
3746
Founders Capital Management (Texas)
Texas
$121M +$7.81M +7% 372
MWM
3747
MinichMacGregor Wealth Management
New York
$121M +$5.34M +5% 563
CAM
3748
Capco Asset Management
Florida
$121M +$6.39M +6% 19
CC
3749
Caldera Capital
Texas
$121M +$13.2M +12% 27
LFPWM
3750
Leicht Financial Planning & Wealth Management
New Jersey
$120M +$4.16M +4% 25