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
PK
3726
Pflug Koory
Nebraska
$122M +$3.95M +3% 411
PFS
3727
Physicians Financial Services
North Carolina
$122M +$4.21M +4% 114
PC
3728
Pecaut & Co
Iowa
$122M +$1.4M +1% 53
RFWA
3729
RPg Family Wealth Advisory
Massachusetts
$122M +$7.45M +6% 321
HWA
3730
Heritage Way Advisors
Illinois
$122M +$4.94M +4% 65
AIA
3731
AIMZ Investment Advisors
California
$122M +$3.07M +3% 99
SM
3732
Sabby Management
Florida
$122M -$96.8M -44% 179
AWM
3733
AllSquare Wealth Management
New York
$122M +$33M +37% 391
MIM
3734
Midwest Investment Management
Ohio
$121M +$2.88M +2% 55
IC
3735
Investment Counsel
Michigan
$121M +$1.64M +1% 60
BIMC
3736
Benson Investment Management Company
Virginia
$121M +$10.6M +10% 100
LCM
3737
Lee Capital Management
New York
$121M +$14.7M +14% 91
AAM
3738
Alphadyne Asset Management
New York
$121M +$8.04M +7% 15
IOOF
3739
Independent Order of Foresters
Ontario, Canada
$121M +$592K +0.5% 114
TCM
3740
TCS Capital Management
New York
$121M -$71.8M -37% 7
RW
3741
REDW Wealth
New Mexico
$121M +$18.6M +18% 82
FCMT
3742
Founders Capital Management (Texas)
Texas
$121M +$7.81M +7% 372
MWM
3743
MinichMacGregor Wealth Management
New York
$121M +$5.34M +5% 563
CAM
3744
Capco Asset Management
Florida
$121M +$6.39M +6% 19
CC
3745
Caldera Capital
Texas
$121M +$13.2M +12% 27
LFPWM
3746
Leicht Financial Planning & Wealth Management
New Jersey
$120M +$4.16M +4% 25
SFG
3747
Summit Financial Group
West Virginia
$120M +$4.71M +4% 120
JFGLC
3748
Johnson Financial Group LLC (Colorado)
Colorado
$120M +$1.34M +1% 77
AC
3749
Axon Capital
New York
$120M +$31.3M +35% 14
AFM
3750
Abbot Financial Management
Massachusetts
$120M +$8.5M +8% 97