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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
SFA
3801
Spectrum Financial Alliance
Kentucky
$150M -$2.36M -2% 1.42% 185% 171 43.27%
PGWM
3802
Parisi Gray Wealth Management
New Jersey
$150M +$19.5M +15% 2.99% 120% 662 16.31%
VAS
3803
VR Advisory Services
Cayman Islands
$150M -$40.4M -21% 6.28% 89.7% 41 58.54%
NQWM
3804
Northwest Quadrant Wealth Management
Oregon
$150M -$4.42M -3% 1.87% 45.6% 66 28.79%
MPAM
3805
Murphy Pohlad Asset Management
Minnesota
$149M +$4.22M +3% 4.36% 75.1% 90 6.67%
SAM
3806
Southpaw Asset Management
Connecticut
$149M +$77.3M +107% 6.19% 0.05% 15 13.33%
ACM
3807
ADI Capital Management
New York
$149M +$22.5M +18% 11.4% 113% 28 67.86%
JAM
3808
Jolley Asset Management
North Carolina
$149M -$15.8M -10% 0.28% 3.47% 197 20.3%
EA
3809
Ecofin Advisors
United Kingdom
$149M -$321M -68% 3.75% 77% 29 27.59%
BRA
3810
Biechele Royce Advisors
Indiana
$149M +$5.89M +4% 1.24% 39.2% 50 8%
CM
3811
CoreCommodity Management
Connecticut
$149M +$16.6M +13% 8.55% 65.8% 185 12.97%
FPB
3812
First PREMIER Bank
South Dakota
$149M +$12.7M +9% 2.76% 54.4% 248 10.89%
SCA
3813
Stuart Chaussee & Associates
California
$148M +$124M +516% 3.89% 58.6% 141 28.37%
CSUI
3814
Cincinnati Specialty Underwriters Insurance
Ohio
$148M +$25.2M +21% 5.09% 115% 32 0%
TCM
3815
Tuttle Capital Management
Connecticut
$148M +$24.1M +19% 2.8% 115% 150 68%
EFIC
3816
Eliot Finkel Investment Counsel
California
$148M +$5.89M +4% 2.93% 88.9% 36 2.78%
PSC
3817
Piper Sandler & Co
Minnesota
$148M +$96.4M +188% 0.41% 0.04% 22 59.09%
RWM
3818
Rezny Wealth Management
Florida
$148M +$22.1M +18% 1.13% 91.9% 12 16.67%
CCM
3819
Colorado Capital Management
Colorado
$148M -$1.55M -1% 1.49% 53.4% 93 10.75%
SAMC
3820
Spectrum Asset Management (Connecticut)
Connecticut
$147M -$5.4M -4% 1.48% 0.74% 5 0%
BC
3821
Birchview Capital
Vermont
$147M -$4.71M -3% 0.07% 327% 56 17.86%
KCMRT
3822
Kemper Corp Master Retirement Trust
Illinois
$147M +$20.3M +16% 3.44% 21.9% 41 4.88%
ODG
3823
O'Dell Group
Ohio
$147M +$8.87M +6% 1.07% 72.2% 43 13.95%
SGDR
3824
SPX Gestao de Recursos
Brazil
$147M -$38.3M -21% 13.1% 98.1% 57 73.68%
OAM
3825
Oak Asset Management
California
$146M +$17.1M +13% 4.08% 78% 95 9.47%