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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
JWCA
3576
J.W. Coons Advisors
Ohio
$264M -$18.7M -7% 4.29% 61.2% 245 16.33%
WIC
3577
Whitegate Investment Counselors
New Hampshire
$264M -$9.31M -3% 4.73% 40.3% 61 4.92%
RDWM
3578
Red Door Wealth Management
Tennessee
$264M -$6.29M -2% 5.21% 100% 135 4.44%
CF
3579
Corrigan Financial
Rhode Island
$264M -$12.3M -4% 5.43% 9.54% 79 6.33%
PCI
3580
Pacifica Capital Investments
Texas
$264M +$2.27M +0.9% 3.25% 83.4% 20 15%
HC
3581
Hourglass Capital
Texas
$264M -$18.8M -7% 7.34% 89.6% 110 8.18%
LFM
3582
Lumina Fund Management
New York
$264M -$1.14M -0.4% 5.01% 28.1% 79 8.86%
JF
3583
JSF Financial
California
$263M +$42.7M +19% 3.92% 79% 121 36.36%
KS
3584
Karpas Strategies
Connecticut
$263M -$22.5M -8% 6.7% 16.1% 116 3.45%
SC
3585
Steginsky Capital
New York
$263M -$16.6M -6% 5.84% 115% 7 0%
MJP
3586
Michael J. Puzo
$263M -$18.5M -7% 3.54% 60.3% 74 1.35%
BWCS
3587
Beirne Wealth Consulting Services
Connecticut
$263M +$110M +72% 6.12% 75.4% 105 12.38%
CF
3588
CNA Financial
Illinois
$263M -$23.1M -8% 2.39% 50.5% 186 17.2%
EWA
3589
Encompass Wealth Advisors
Oregon
$263M -$19.8M -7% 3.03% 63.2% 260 12.69%
APC
3590
Aspire Private Capital
North Carolina
$263M -$17.3M -6% 5.82% 49.6% 709 10.58%
WW
3591
Waterfront Wealth
Kansas
$263M +$15.3M +6% 5.25% 53.5% 250 9.6%
PA
3592
Parkside Advisors
California
$263M -$14.4M -5% 5.47% 36.7% 66 12.12%
MAM
3593
MPM Asset Management
Massachusetts
$263M +$25.6M +11% 24% 5.89% 10 10%
WA
3594
WealthTrust Axiom
Pennsylvania
$262M -$18.3M -7% 3.09% 101% 259 7.34%
AAI
3595
American Assets Inc
California
$262M -$26.4M -9% 9.09% 44.3% 10 0%
ACM
3596
Altrius Capital Management
North Carolina
$262M -$45.4M -15% 9.81% 40.6% 90 6.67%
SAM
3597
SignalPoint Asset Management
Missouri
$262M -$11.1M -4% 2.37% 36% 218 5.5%
MP
3598
McDonald Partners
Ohio
$262M -$130M -33% 5.07% 90.7% 299 27.76%
WMG
3599
WESCAP Management Group
California
$262M -$30.7M -10% 5.63% 40.2% 94 7.45%
WCA
3600
Westover Capital Advisors
Delaware
$262M -$9.52M -4% 3.31% 117% 173 18.5%