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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
WCP
3801
Welch Capital Partners
New York
$444M -$54.7M -11% 5.83% 79.2% 27 7.41%
ACA
3802
Aspire Capital Advisors
Washington
$444M +$18.4M +4% 1.14% 59.3% 134 19.4%
AAM
3803
Augustine Asset Management
Florida
$444M -$56.7M -11% 2.95% 344% 121 14.05%
FA
3804
Fermata Advisors
California
$444M +$27.5M +7% 0.86% 49.3% 243 14.81%
FWSM
3805
First Wilshire Securities Management
California
$444M +$46.3M +12% 11.1% 135% 89 6.74%
CWM
3806
Centurion Wealth Management
Virginia
$444M -$12.7M -3% 1.17% 341 15.84%
TAS
3807
TIFF Advisory Services
Pennsylvania
$444M -$137M -24% 2.1% 85.9% 30 36.67%
TC
3808
TownSquare Capital
Utah
$444M -$2.6M -0.6% 0.2% 96.9% 267 14.23%
LFS
3809
Lighthouse Financial Services
California
$443M +$8.51M +2% 2.17% 103 11.65%
PWM
3810
Prentice Wealth Management
New York
$443M +$5.54M +1% 0.89% 44.2% 119 5.88%
CMP
3811
Coston McIsaac & Partners
Maine
$443M +$12.3M +3% 1.62% 34.3% 1,003 15.05%
APC
3812
Aspire Private Capital
North Carolina
$443M -$6.51M -1% 1.05% 49.6% 186 17.74%
CP
3813
Cornerstone Planning
North Carolina
$443M +$12.2M +3% 0.78% 152 21.05%
GWM
3814
GSB Wealth Management
Connecticut
$443M +$748K +0.2% 0.21% 61.8% 246 8.54%
BFA
3815
Beacon Financial Advisory
Ohio
$443M +$11.3M +3% 1.13% 68.1% 423 17.26%
NLP
3816
Next Level Private
New York
$443M +$61.2M +16% 0.66% 92.4% 184 17.39%
AC
3817
Almitas Capital
California
$443M -$11.6M -3% 2.76% 85.9% 137 38.69%
OWA
3818
Opal Wealth Advisors
New York
$442M +$58.9M +15% 0.22% 55.6% 609 66.67%
HBT
3819
Heartland Bank & Trust
Illinois
$442M +$206M +87% 0.2% 105% 209 27.27%
EFMC
3820
Empire Financial Management Company
New York
$442M -$17.9M -4% 1.11% 71.1% 224 12.05%
CMAI
3821
Capital Management Associates Inc
Minnesota
$442M -$9.97M -2% 2.02% 166 15.06%
PLU
3822
Performa Ltd (US)
South Carolina
$442M +$47.9M +12% 2.07% 55.8% 56 25%
DBG
3823
De Burlo Group
Massachusetts
$441M -$383M -46% 6.64% 147% 94 22.34%
ECA
3824
Endeavour Capital Advisors
Connecticut
$441M +$81.6M +23% 0.24% 105% 39 15.38%
EL
3825
EWA LLC
Pennsylvania
$441M +$31.3M +8% 1.14% 102% 317 25.87%