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
FP
4176
Fiduciary Planning
Florida
$202M +$20M +11% 40
AA
4177
Auxano Advisors
Washington
$202M -$32.8M -14% 88
PIC
4178
PCJ Investment Counsel
Ontario, Canada
$202M -$71.5M -26% 85
KTM
4179
Keeler Thomas Management
Utah
$202M -$6.34M -3% 79
JGIA
4180
Jackson Grant Investment Advisers
Connecticut
$202M -$35.9M -15% 368
PCM
4181
Palouse Capital Management
Washington
$202M -$25.5M -11% 105
SCM
4182
Springhouse Capital Management
Connecticut
$202M +$49.7M +33% 63
TAM
4183
Tealwood Asset Management
Minnesota
$202M -$34.3M -15% 135
NF
4184
Nikulski Financial
Iowa
$202M -$34.9M -15% 134
OC
4185
Oarsman Capital
Wisconsin
$201M -$54.7M -21% 194
SWMG
4186
Sanchez Wealth Management Group
Florida
$201M -$36.6M -15% 34
PI
4187
Pettee Investors
Connecticut
$201M -$26.4M -12% 122
AEPLI
4188
AH Equity Partners LSV III
California
$201M -$172M -46% 3
BCIM
4189
Bishop & Co Investment Management
Pennsylvania
$201M -$30.9M -13% 25
PA
4190
Paragon Advisors
Texas
$201M -$38.2M -16% 86
TGM
4191
Tenzing Global Management
California
$201M -$58.6M -23% 14
VFIC
4192
Valley Forge Investment Consultants
Pennsylvania
$201M -$42.1M -17% 89
LAM
4193
Lapides Asset Management
Connecticut
$200M -$27.6M -12% 68
DFA
4194
Delta Financial Advisors
Louisiana
$200M -$33.9M -14% 119
LFM
4195
Lumina Fund Management
New York
$200M -$48.3M -19% 78
GWA
4196
Geometric Wealth Advisors
District of Columbia
$200M +$167M +500% 39
APW
4197
Acima Private Wealth
Virginia
$200M -$16.2M -7% 243
FRM
4198
Fox Run Management
Connecticut
$200M +$20.7M +12% 814
E
4199
ETFidea
New York
$200M -$31.6M -14% 115
MLA
4200
My Legacy Advisors
Oregon
$200M -$15.4M -7% 214