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
TJHA
4226
Thomas J. Herzfeld Advisors
Florida
$149M -$55.2M -27% 307
LF
4227
Lantz Financial
Illinois
$149M +$9.77M +7% 122
GCGDR
4228
Geo Capital Gestora de Recursos
Brazil
$149M +$12.1M +9% 25
ONST
4229
Old North State Trust
North Carolina
$149M -$8.18M -5% 354
MA
4230
Minerva Advisors
Pennsylvania
$148M -$8K -0% 77
WA1
4231
Wimmer Associates 1
California
$148M +$19.9M +15% 106
FSG
4232
Financial Strategies Group
Michigan
$148M +$14.2M +11% 59
BAM
4233
Baldrige Asset Management
Pennsylvania
$148M +$15.3M +12% 81
TF
4234
TRH Financial
Iowa
$148M +$22.9M +18% 70
EW
4235
Emerson Wealth
Michigan
$148M +$6.82M +5% 22
MS
4236
Marshall & Sullivan
Washington
$148M +$11.5M +8% 65
DI
4237
DAGCO Inc
Ohio
$148M +$48.8M +49% 105
SJIM
4238
St. Johns Investment Management
Florida
$148M +$11.9M +9% 178
EH
4239
Employers Holdings
Nevada
$148M -$28.9M -16% 173
PK
4240
Pflug Koory
Nebraska
$148M +$13.1M +10% 417
PFA
4241
Pinnacle Family Advisors
Missouri
$148M +$33.4M +29% 93
RWM
4242
RBA Wealth Management
California
$148M +$10.5M +8% 106
IOOF
4243
Independent Order of Foresters
Ontario, Canada
$148M +$11.2M +8% 12
NSB
4244
Norway Savings Bank
Maine
$148M +$12M +9% 307
ACM
4245
Alethea Capital Management
Washington
$148M -$23.2M -14% 98
SA
4246
Shilanski & Associates
Alaska
$148M +$10.5M +8% 95
GGI
4247
GPM Growth Investors
Michigan
$147M +$13.1M +10% 38
DRS
4248
Deane Retirement Strategies
Louisiana
$147M +$10.4M +8% 79
PBO
4249
Peoples Bank (Ohio)
Ohio
$147M +$5.46M +4% 100
CI
4250
Cavalier Investments
Georgia
$147M -$26M -15% 80