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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
RWML
3076
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$640M -$9.84M -2% 0.74% 35.8% 1,535 25.34%
SFG
3077
SevenBridge Financial Group
Pennsylvania
$640M +$17.8M +3% 1.85% 81.7% 214 7.94%
SCP
3078
Stamos Capital Partners
California
$640M +$17.4M +3% 0.29% 36.7% 142 4.23%
AG
3079
Advocate Group
Minnesota
$639M +$21.2M +3% 4.46% 47.3% 128 5.47%
BIA
3080
Bell Investment Advisors
California
$639M +$6.81M +1% 0.92% 41% 1,970 14.11%
PCM
3081
PenderFund Capital Management
British Columbia, Canada
$639M +$3.88M +0.6% 0.8% 130% 326 57.67%
GWMIA
3082
Global Wealth Management Investment Advisory
Florida
$638M +$14.4M +2% 0.34% 67.5% 165 12.73%
SJIC
3083
St. James Investment Company
Texas
$638M +$15.3M +2% 6.2% 43.8% 31 32.26%
BPC
3084
Bearing Point Capital
Minnesota
$638M -$1.29M -0.2% 3.04% 188 14.36%
WAM
3085
Wilsey Asset Management
California
$638M -$6.32M -1% 5.76% 55% 30 20%
KCM
3086
Kultura Capital Management
Utah
$638M +$477M +296% 17.5% 83 77.11%
FTC
3087
Farmers Trust Company
Ohio
$637M +$23.8M +4% 1.7% 73.5% 210 10%
PFC
3088
Phocas Financial Corp
California
$637M -$132M -17% 8.64% 170% 170 21.76%
CBT
3089
Central Bank & Trust
Kentucky
$636M -$10.3M -2% 0.43% 110% 185 5.95%
WCM
3090
Woodson Capital Management
Connecticut
$636M -$85.5M -12% 13.8% 235% 40 42.5%
PSP
3091
Pacific Sage Partners
Washington
$636M +$4.59M +0.7% 2.49% 47.8% 125 6.4%
AP
3092
Affinity Partners
Florida
$635M +$4.25M +0.7% 0.67% 1 0%
SIC
3093
SFE Investment Counsel
California
$635M -$18.1M -3% 2.35% 105% 154 12.34%
MSWMA
3094
Market Street Wealth Management Advisors
Indiana
$634M -$8.85M -1% 1.26% 39.6% 107 6.54%
ACM
3095
Arini Captial Management
United Kingdom
$634M +$483M +322% 4.71% 8 62.5%
LCM
3096
Lynx1 Capital Management
Puerto Rico
$633M +$139M +28% 17.4% 883% 27 33.33%
SWM
3097
SilverOak Wealth Management
Minnesota
$632M -$5.65M -0.9% 2.55% 124 5.65%
RFA
3098
Rollins Financial Advisors
New York
$632M -$49M -7% 6.25% 162 9.26%
SFS
3099
Security Financial Services
Indiana
$632M -$4.65M -0.7% 1.64% 60.7% 231 20.35%
WA
3100
WFM Asia
British Virgin Islands
$632M -$173M -21% 18.2% 89.9% 8 50%