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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
SL
3626
Systelligence LLC
Minnesota
$382M +$15.9M +4% 5.94% 57.3% 42 0%
CT
3627
Clearstead Trust
Maine
$382M +$16.6M +5% 10.6% 111% 450 13.11%
HIG
3628
Herr Investment Group
Texas
$382M -$1.34B -78% 4.48% 94 45.74%
WCA
3629
Waypoint Capital Advisors
Minnesota
$382M +$38.4M +11% 7.13% 50.3% 120 5.83%
WAS
3630
WESPAC Advisors SoCal
California
$382M +$39M +11% 13.7% 127% 98 13.27%
ETS
3631
ESL Trust Services
New York
$382M +$35.5M +10% 6.04% 53.9% 134 84.33%
PCA
3632
Peddock Capital Advisors
Massachusetts
$382M +$53.5M +16% 17.5% 104% 156 5.77%
BF
3633
Blankinship & Foster
California
$382M +$30.3M +9% 7.9% 60.4% 71 9.86%
CPRC
3634
Consolidated Portfolio Review Corp
New York
$381M -$56.3M -13% 11.8% 65.4% 336 30.06%
AWAM
3635
Appian Way Asset Management
New York
$381M -$94.4M -20% 5.72% 49.4% 60 73.33%
FCM
3636
Fortis Capital Management
Washington
$381M -$9.74M -2% 9.6% 82% 148 27.7%
RCM
3637
RB Capital Management
Nevada
$381M +$31.4M +9% 8.28% 79.4% 183 6.01%
BONH
3638
Bank of New Hampshire
New Hampshire
$380M +$28M +8% 9.24% 86.4% 500 5.4%
MWA
3639
MFA Wealth Advisors
Pennsylvania
$380M +$24.7M +7% 7.71% 64.7% 99 24.24%
CA
3640
Crumly & Associates
Illinois
$380M +$36.7M +11% 6.77% 55.2% 133 6.02%
IP
3641
Intellectus Partners
California
$380M +$33.8M +10% 9.98% 157% 278 17.99%
CAMV
3642
Concord Asset Management (Virginia)
Virginia
$380M +$40M +12% 8.1% 64.7% 144 15.28%
LRWA
3643
Long Run Wealth Advisors
New York
$380M +$33.6M +10% 7.08% 50.5% 98 8.16%
APC
3644
Aspire Private Capital
North Carolina
$380M +$42.1M +12% 6.23% 49.6% 763 12.58%
WPA
3645
West Paces Advisors
Georgia
$379M +$23.6M +7% 6.13% 53.2% 670 22.54%
SIA
3646
SeaBridge Investment Advisors
New Jersey
$379M +$35.6M +10% 9.94% 128% 152 6.58%
HG
3647
Harbor Group
New Hampshire
$379M +$30.3M +9% 5.71% 41.4% 87 13.79%
GJCM
3648
Grand Jean Capital Management
California
$379M +$44.4M +13% 17.5% 61.4% 45 8.89%
SC
3649
Saybrook Capital
North Carolina
$379M +$18.3M +5% 5.65% 67.1% 53 9.43%
SWM
3650
Scissortail Wealth Management
Oklahoma
$379M +$63M +20% 8.66% 65% 215 73.95%