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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
LWANC
2951
Laurel Wealth Advisors (North Carolina)
North Carolina
$488M +$35.5M +8% 8.77% 63.3% 718 6.69%
SG
2952
Strid Group
Pennsylvania
$488M +$40.9M +9% 5.7% 50.4% 42 7.14%
ICA
2953
Infrastructure Capital Advisors
New York
$488M -$152M -24% 0.15% 49% 65 53.85%
WCA
2954
Whetstone Capital Advisors
Kansas
$488M -$84M -15% 6.58% 201% 33 33.33%
NFAM
2955
North Fourth Asset Management
New Jersey
$488M -$84.3M -15% 9.97% 104% 133 73.68%
WCM
2956
Windham Capital Management
Massachusetts
$487M +$8.62M +2% 3.42% 8.3% 82 6.1%
FTC
2957
Farmers Trust Company
Ohio
$486M +$36.6M +8% 12.4% 73.5% 171 6.43%
FCMI
2958
Foresite Capital Management IV
California
$486M -$193M -28% 23.7% 149% 12 25%
PWW
2959
Pettyjohn Wood & White
Virginia
$485M +$34.9M +8% 9.11% 62.7% 164 6.1%
BCM
2960
Bourgeon Capital Management
Connecticut
$485M +$17.4M +4% 7.44% 117% 301 10.63%
LS
2961
Liquid Strategies
Georgia
$485M +$69.4M +17% 5.51% 46.8% 7 0%
CM
2962
CastleKnight Management
New York
$485M 6.64% 223% 190
AWM
2963
Affinity Wealth Management
Delaware
$485M -$24.1M -5% 10.6% 116% 131 32.06%
DWA
2964
Dorsey Wright & Associates
California
$485M +$28.6M +6% 10.9% 246% 358 43.58%
CHP
2965
Cable Hill Partners
Oregon
$485M +$69M +17% 7.92% 20.3% 164 15.85%
JIP
2966
JBJ Investment Partners
South Carolina
$485M +$3.02M +0.6% 4.61% 46.2% 67 17.91%
KA
2967
Kerrisdale Advisers
Florida
$484M -$438M -48% 4.66% 49.7% 66 53.03%
EN1L
2968
Engine No 1 LLC
California
$484M +$94.8M +24% 10.7% 536% 308 26.95%
WCWM
2969
Willow Creek Wealth Management
California
$484M +$32.4M +7% 5.25% 36.5% 123 8.13%
CG
2970
CFO4Life Group
Texas
$484M +$54.1M +13% 9.58% 43.4% 167 22.75%
OCG
2971
Opus Capital Group
Ohio
$484M +$42.2M +10% 5.97% 39.5% 112 8.93%
CRB
2972
Chad R. Baker
$483M +$37.3M +8% 12.2% 108% 54 11.11%
MRCM
2973
M&R Capital Management
New Jersey
$483M +$41.4M +9% 12% 52.6% 437 5.26%
WF
2974
WoodTrust Financial
Wisconsin
$483M +$57.3M +13% 8.88% 71.9% 151 22.52%
TGAM
2975
TBH Global Asset Management
Tennessee
$483M +$52M +12% 9.25% 59.2% 200 16.5%