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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 Avg Holding
Period (Yrs)
NEIRG
3801
New England Investment & Retirement Group
Massachusetts
$150M -$32.4M -18% 3.6% 72.5% 60 36.67% 1.7
SFA
3802
Spectrum Financial Alliance
Kentucky
$150M -$2.36M -2% 1.42% 185% 171 43.27% 0.2
PGWM
3803
Parisi Gray Wealth Management
New Jersey
$150M +$19.5M +15% 2.99% 120% 662 16.31% 0.4
VAS
3804
VR Advisory Services
Cayman Islands
$150M -$40.4M -21% 6.28% 89.7% 41 58.54% 0.9
NQWM
3805
Northwest Quadrant Wealth Management
Oregon
$150M -$4.42M -3% 1.87% 45.6% 66 28.79% 1.3
MPAM
3806
Murphy Pohlad Asset Management
Minnesota
$149M +$4.22M +3% 4.36% 75.1% 90 6.67% 3.7
SAM
3807
Southpaw Asset Management
Connecticut
$149M +$77.3M +107% 6.19% 0.05% 15 13.33% 0.4
ACM
3808
ADI Capital Management
New York
$149M +$22.5M +18% 11.4% 113% 28 67.86% 0.3
JAM
3809
Jolley Asset Management
North Carolina
$149M -$15.8M -10% 0.28% 3.47% 197 20.3% 2.9
EA
3810
Ecofin Advisors
United Kingdom
$149M -$321M -68% 3.75% 77% 29 27.59% 2.2
BRA
3811
Biechele Royce Advisors
Indiana
$149M +$5.89M +4% 1.24% 39.2% 50 8% 0.5
CM
3812
CoreCommodity Management
Connecticut
$149M +$16.6M +13% 8.55% 65.8% 185 12.97% 2.5
FPB
3813
First PREMIER Bank
South Dakota
$149M +$12.7M +9% 2.76% 63% 248 10.89% 1.8
SCA
3814
Stuart Chaussee & Associates
California
$148M +$124M +516% 3.89% 58.6% 141 28.37% 0.9
CSUI
3815
Cincinnati Specialty Underwriters Insurance
Ohio
$148M +$25.2M +21% 5.09% 115% 32 0% 3.4
TCM
3816
Tuttle Capital Management
Connecticut
$148M +$24.1M +19% 2.8% 115% 150 68% 0.2
EFIC
3817
Eliot Finkel Investment Counsel
California
$148M +$5.89M +4% 2.93% 88.9% 36 2.78% 1.9
PSC
3818
Piper Sandler & Co
Minnesota
$148M +$96.4M +188% 0.41% 0.04% 22 59.09% 0
RWM
3819
Rezny Wealth Management
Florida
$148M +$22.1M +18% 1.13% 99.6% 12 16.67% 2
CCM
3820
Colorado Capital Management
Colorado
$148M -$1.55M -1% 1.49% 60.4% 93 10.75% 1.7
SAMC
3821
Spectrum Asset Management (Connecticut)
Connecticut
$147M -$5.4M -4% 1.48% 0.74% 5 0% 4.1
BC
3822
Birchview Capital
Vermont
$147M -$4.71M -3% 0.07% 327% 56 17.86% 1.7
KCMRT
3823
Kemper Corp Master Retirement Trust
Illinois
$147M +$20.3M +16% 3.44% 21.9% 41 4.88% 4.3
ODG
3824
O'Dell Group
Ohio
$147M +$8.87M +6% 1.07% 72.2% 43 13.95% 1.1
SGDR
3825
SPX Gestao de Recursos
Brazil
$147M -$38.3M -21% 13.1% 98.1% 57 73.68% 0.1