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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
BWA
3476
Burt Wealth Advisors
Maryland
$153M +$8.11M +6% 3.9% 57.3% 455 22.86%
HCIA
3477
Hochman Cole Investment Advisors
Illinois
$153M +$8.14M +6% 4.34% 42.7% 99 11.11%
ACM
3478
Altalis Capital Management
New York
$152M +$21M +16% 1.77% 3.82% 16 12.5%
TWM
3479
Torch Wealth Management
Ohio
$152M +$7.44M +5% 3.68% 48.8% 98 8.16%
RWMH
3480
Riverpoint Wealth Management Holdings
Illinois
$152M +$10.2M +7% 4.1% 43.1% 50 6%
MCM
3481
McMillion Capital Management
North Carolina
$152M +$2.73M +2% 5.06% 59.3% 67 7.46%
ACM
3482
Axel Capital Management
New York
$152M -$52M -25% 14.1% 194% 21 9.52%
KCM
3483
Kempner Capital Management
Texas
$152M -$55K -0% 4.35% 60.9% 67 10.45%
WA
3484
WESPAC Advisors
California
$152M +$5.37M +4% 4.93% 84.5% 154 24.68%
HP
3485
Harbourvest Partners
Massachusetts
$152M -$80.8M -35% 0.61% 6.18% 32 62.5%
DCCA
3486
D.C. Capital Advisors
New York
$151M +$6.82M +5% 14.7% 59.9% 29 37.93%
HWP
3487
Hefty Wealth Partners
Indiana
$151M +$4.87M +3% 2.98% 275 20.73%
SG
3488
StepStone Group
California
$151M -$13.5M -8% 11.2% 92.1% 11 45.45%
SC
3489
Searle & Co
Connecticut
$151M +$5.51M +4% 3.54% 66.5% 135 11.85%
TCM
3490
Texan Capital Management
Texas
$151M +$2.1M +1% 2.77% 19.3% 105 2.86%
KC
3491
Kingfisher Capital
North Carolina
$151M +$3.27M +2% 3.54% 58.5% 120 10%
SA
3492
Springowl Associates
New York
$151M +$28.9M +24% 13.2% 101% 29 24.14%
SIAP
3493
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$151M +$1.03M +0.7% 2.97% 86.9% 393 14.76%
DCM
3494
Delta Capital Management
New Jersey
$151M +$2.38M +2% 2.32% 125% 79 18.99%
SXL
3495
Summit X LLC
Missouri
$151M +$10.7M +8% 2.75% 62.9% 197 16.75%
WRM
3496
Weybosset Research & Management
Rhode Island
$150M -$4.79M -3% 4.59% 64.9% 61 11.48%
AMM
3497
American Money Management
California
$150M +$9.89M +7% 5.16% 54.1% 76 9.21%
PCM
3498
Peak Capital Management
Colorado
$150M -$28.6M -16% 2.42% 9.52% 107 44.86%
RWA
3499
RGT Wealth Advisors
Texas
$150M +$4.08M +3% 3.5% 9.35% 101 17.82%
JSA
3500
Jacobson & Schmitt Advisors
Wisconsin
$150M +$2.29M +2% 1.73% 70.3% 47 6.38%