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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
SIG
3776
Spinnaker Investment Group
California
$284M +$3.2M +1% 4.24% 48.6% 90 13.33%
RS
3777
Retirement Solution
Washington
$284M +$102M +56% 6.78% 65.2% 44 40.91%
XWM
3778
Xcel Wealth Management
Florida
$284M +$30.3M +12% 11.7% 93.7% 135 8.15%
PCA
3779
PL Capital Advisors
Florida
$284M -$79.8M -22% 14.6% 100% 48 27.08%
FL
3780
Fourthstone LLC
Missouri
$284M -$96.6M -25% 14.5% 104% 50 36%
EA
3781
Ellsworth Advisors
Ohio
$284M +$17M +6% 3.96% 123% 180 22.78%
FBC
3782
Fairfield, Bush & Co
Connecticut
$284M +$132M +87% 10.7% 112% 148 22.3%
WMG
3783
WESCAP Management Group
California
$284M -$720K -0.3% 4.97% 45.7% 94 11.7%
TCA
3784
Trifecta Capital Advisors
Illinois
$284M +$32.9M +13% 11.9% 132% 466 14.59%
KS
3785
Karpas Strategies
Connecticut
$284M -$814K -0.3% 0.75% 16.1% 122 4.92%
HW
3786
Hamilton Wealth
California
$284M +$37.9M +15% 13% 108% 112 43.75%
SRAM
3787
Spouting Rock Asset Management
Pennsylvania
$284M +$149M +111% 13.9% 74.7% 195 38.46%
MKC
3788
M. Kraus & Co
Vermont
$283M +$12.2M +5% 4.5% 51.8% 75 2.67%
NNPTE
3789
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$283M +$52.9M +23% 10.7% 1,119% 29 44.83%
MIM
3790
Montgomery Investment Management
Maryland
$283M +$1.45M +0.5% 2.27% 98.4% 86 8.14%
MCM
3791
Morton Capital Management
California
$283M +$26.5M +10% 7.82% 65.8% 94 12.77%
PLFA
3792
Pacific Life Fund Advisors
California
$282M +$2.15M +0.8% 3.83% 47.6% 8 0%
VARA
3793
Value Aligned Research Advisors
New Jersey
$282M +$61.8M +28% 33% 1,641% 24 20.83%
FNB
3794
Farmers National Bank
Kentucky
$282M +$1.94M +0.7% 2.52% 147 2.72%
WA
3795
Wambolt & Associates
Colorado
$282M +$21.5M +8% 4.83% 62.2% 274 17.52%
SWM
3796
Shakespeare Wealth Management
Wisconsin
$282M +$9.24M +3% 3.66% 49.6% 79 7.59%
SAM
3797
Shikiar Asset Management
New York
$281M 11.4% 97.8% 80
HW
3798
Hedeker Wealth
Illinois
$281M +$13.8M +5% 5.09% 141% 101 17.82%
FRGX
3799
First Reserve GP XIII
Connecticut
$281M -$14.2M -5% 4.81% 5.56% 1 0%
HIP
3800
Harrell Investment Partners
Texas
$281M +$26.7M +10% 7.94% 105% 94 1.06%