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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
CMC
3376
Catterton Management Company
Connecticut
$324M -$119M -27% 25.4% 32.9% 3 0%
WAOTB
3377
Wealth Advisors of Tampa Bay
Florida
$324M -$45.6M -12% 12.2% 86.2% 107 14.02%
SIG
3378
Sargent Investment Group
Maryland
$324M -$73.2M -18% 18.1% 113% 207 14.98%
MSWMA
3379
Market Street Wealth Management Advisors
Indiana
$323M +$41.3M +15% 11.8% 39.6% 94 30.85%
LDFR
3380
Lehman & Derafelo Financial Resources
Pennsylvania
$323M -$36.4M -10% 10.9% 37.5% 213 52.11%
BWM
3381
Brickley Wealth Management
California
$323M -$51.7M -14% 14.9% 62.6% 49 20.41%
SAM
3382
Summit Asset Management
Tennessee
$323M -$25.3M -7% 12.5% 48.9% 164 9.76%
PCM
3383
Punch Card Management
Florida
$323M -$67.3M -17% 20.4% 41% 4 25%
NQWM
3384
Northwest Quadrant Wealth Management
Oregon
$323M -$42.1M -12% 12% 45.6% 66 10.61%
EL
3385
Essex LLC
Illinois
$323M -$46.3M -13% 11.9% 89.1% 168 10.12%
AW
3386
Avion Wealth
Texas
$322M -$25.2M -7% 9.33% 45.4% 568 28.7%
VEI
3387
Vesa Equity Investment
Luxembourg
$322M -$56.2M -15% 14.9% 2.97% 1 0%
ME
3388
McIlrath & Eck
Washington
$322M -$23.9M -7% 12.7% 44% 900 11.44%
HFA
3389
High Falls Advisors
New York
$322M -$50.9M -14% 12% 56.9% 124 17.74%
PA
3390
Perennial Advisors
New York
$321M -$55.4M -15% 12.7% 95 11.58%
MKA
3391
M. Kulyk & Associates
Georgia
$321M -$44.9M -12% 10.8% 63.3% 107 16.82%
SA
3392
Sicart Associates
New York
$321M -$65.2M -17% 11.9% 99.1% 97 15.46%
TNA
3393
True North Advisors
Texas
$321M -$50.8M -14% 14.7% 86.9% 216 18.06%
JSA
3394
Jacobson & Schmitt Advisors
Wisconsin
$321M -$63.9M -17% 16.1% 70.3% 66 24.24%
ISWM
3395
Independent Solutions Wealth Management
New York
$321M -$104M -24% 12.6% 111% 253 30.43%
GFG
3396
Greystone Financial Group
Michigan
$321M -$74.9M -19% 9.76% 64.8% 98 47.96%
WI
3397
WrapManager Inc
California
$320M -$52.6M -14% 11.5% 64.6% 315 17.46%
HIP
3398
HUB Investment Partners
Texas
$320M -$105M -25% 12.4% 95.7% 200 27.5%
NAMP
3399
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$320M -$70.6M -18% 15.5% 73.1% 148 9.46%
OCM
3400
Orchard Capital Management
Illinois
$320M -$31.5M -9% 21.2% 140% 53 11.32%