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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
RAM
3801
Roanoke Asset Management
New Jersey
$282M -$6.32M -2% 1.64% 50.3% 116 6.9%
HFA
3802
Harbert Fund Advisors
Alabama
$282M +$102M +57% 1.4% 70.8% 47 55.32%
FCMI
3803
Foresite Capital Management II
California
$281M -$90.3M -24% 22.9% 66.2% 4 0%
HWMA
3804
Heritage Wealth Management (Arizona)
Arizona
$281M +$17.3M +7% 1.4% 940 9.15%
IWP
3805
IAG Wealth Partners
Wisconsin
$281M +$2.45M +0.9% 0.97% 41.4% 402 11.44%
EA
3806
Evergreen Advisors
Tennessee
$281M +$50.4M +22% 0.67% 15 13.33%
MKC
3807
M. Kraus & Co
Vermont
$281M +$2.85M +1% 1.57% 45.3% 78 8.97%
PCA
3808
Peddock Capital Advisors
Massachusetts
$281M -$5.34M -2% 0.36% 104% 145 4.83%
UFM
3809
Ursa Fund Management
California
$281M +$202M +259% 4.43% 11.2% 33 96.97%
EIA
3810
Eldridge Investment Advisors
New Hampshire
$281M +$4.46M +2% 0.69% 41.3% 123 8.94%
PA
3811
Prism Advisors
California
$281M -$7.03M -2% 1.54% 49.9% 56 8.93%
TWMP
3812
Taylor Wealth Management Partners
Massachusetts
$280M -$3.27M -1% 3.09% 62% 74 12.16%
LWM
3813
Liberty Wealth Management
California
$280M +$23.1M +9% 0.12% 55.5% 1,261 14.35%
HLCM
3814
Hi-Line Capital Management
South Dakota
$280M +$17M +6% 0.99% 57.5% 28 10.71%
SG
3815
Sourcerock Group
Colorado
$280M +$27.3M +11% 0.65% 93.4% 19 36.84%
CWM
3816
Chesapeake Wealth Management
Virginia
$280M -$28.7M -9% 0.47% 57.5% 223 10.76%
TCOO
3817
Trust Company of Oklahoma
Oklahoma
$280M -$15.8M -5% 0.73% 88.7% 141 9.22%
KWM
3818
Kanen Wealth Management
Florida
$279M -$159M -36% 6.15% 164% 34 32.35%
CI
3819
CAZ Investments
Texas
$279M -$31M -10% 1.41% 341% 44 9.09%
TLP
3820
Trinity Legacy Partners
Texas
$279M +$6.49M +2% 2.63% 63.3% 132 29.55%
LFM
3821
Lumina Fund Management
New York
$279M +$61.1M +28% 0.51% 28.1% 54 40.74%
CIA
3822
Compass Ion Advisors
Pennsylvania
$278M +$20.9M +8% 2.17% 56.7% 95 10.53%
PIC
3823
PCJ Investment Counsel
Ontario, Canada
$278M +$11.2M +4% 0.53% 165% 93 46.24%
NL
3824
NVWM LLC
Pennsylvania
$278M -$260K -0.1% 0.96% 107% 555 25.59%
FCFC
3825
First Commonwealth Financial Corp
Pennsylvania
$278M -$7.58M -3% 0.94% 61.6% 177 10.17%