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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
LWS
2501
Lucia Wealth Services
California
$426M +$47.8M +13% 7.38% 45.6% 185 9.19%
SIA
2502
Soltis Investment Advisors
Utah
$426M +$40.1M +10% 4.29% 67% 207 16.43%
HA
2503
Harbor Advisors
Florida
$426M +$35.3M +9% 9.41% 125% 160 10%
RPC
2504
Rossmore Private Capital
Connecticut
$426M +$63.4M +18% 6.23% 66.3% 197 16.75%
FA
2505
FCG Advisors
New Jersey
$425M +$42M +11% 6.15% 19.7% 202 23.27%
SCA
2506
Stieven Capital Advisors
Missouri
$425M -$8.07M -2% 2.47% 82.8% 50 16%
GCM
2507
Galibier Capital Management
Ontario, Canada
$425M +$113M +36% 8.29% 66.8% 40 12.5%
SFP
2508
Shepherd Financial Partners
Massachusetts
$425M +$56.5M +15% 8.2% 62.3% 136 15.44%
GA
2509
Gateway Advisory
New Jersey
$425M +$83.9M +25% 5.75% 26% 70 20%
WAM
2510
WT Asset Management
Hong Kong
$424M +$8.48M +2% 33.4% 1,369% 19 63.16%
MPW
2511
MA Private Wealth
California
$424M +$23.9M +6% 6.24% 57.5% 83 1.2%
SGK
2512
Steigerwald Gordon & Koch
Virginia
$423M +$45.3M +12% 11.6% 59.5% 98 6.12%
KHCM
2513
Kettle Hill Capital Management
New York
$422M +$34.3M +9% 11.2% 24% 64 70.31%
ACA
2514
Atlas Capital Advisors
Wyoming
$422M -$4.03M -0.9% 8.81% 679 56.7%
RIM
2515
Rockbridge Investment Management
New York
$422M +$36.5M +9% 4.64% 31.1% 695 11.8%
EI
2516
EAM Investors
California
$422M -$30.6M -7% 64.2% 5,228% 395 69.11%
GC
2517
Gilbert & Cook
Iowa
$422M +$22.6M +6% 5.98% 63.2% 166 16.87%
NAM
2518
NTV Asset Management
West Virginia
$421M +$34.7M +9% 7.55% 82% 197 8.63%
DAC
2519
Dividend Assets Capital
South Carolina
$421M -$56.3M -12% 5.88% 56.9% 195 6.67%
MOS
2520
MGO One Seven
Ohio
$421M +$36.1M +9% 10.1% 73.8% 504 17.26%
JWA
2521
JFS Wealth Advisors
Pennsylvania
$421M +$34.7M +9% 5.89% 54.8% 612 14.38%
SCM
2522
SIR Capital Management
New York
$421M +$12.3M +3% 11.2% 80% 63 52.38%
PAM
2523
Pinpoint Asset Management
Hong Kong
$420M +$73.6M +21% 19.2% 185% 54 51.85%
CCT
2524
Chemung Canal Trust
New York
$419M +$36M +9% 9.21% 80.9% 118 7.63%
GIA
2525
Gladstone Institutional Advisory
Florida
$419M +$25.5M +6% 7.37% 85.6% 308 34.09%