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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
SCA
4001
Sage Capital Advisors
South Dakota
$133M -$27.5M -17% 14.6% 89.4% 97 23.71%
WVP
4002
Worth Venture Partners
New Jersey
$132M -$1M -0.8% 3.14% 105% 198 66.67%
AIM
4003
Advantage Investment Management
Iowa
$132M -$21.7M -14% 12.9% 28.6% 1,141 21.91%
SP
4004
SWS Partners
Ohio
$132M -$25.5M -16% 9.59% 112% 106 8.49%
APG
4005
Abacus Planning Group
South Carolina
$132M -$17.2M -12% 14.5% 59.1% 198 53.03%
SWRP
4006
Summit Wealth & Retirement Planning
California
$132M 12.1% 67.6% 105
LA
4007
Legacy Advisors
Pennsylvania
$132M -$71.3M -35% 13.1% 464 76.72%
APSI
4008
Asset Planning Services Inc
Louisiana
$132M -$14.5M -10% 10.9% 117% 41 17.07%
WCM
4009
WealthBridge Capital Management
Ohio
$132M 13.2% 82.1% 998
SAM
4010
Security Asset Management
New York
$131M -$20.8M -14% 11.8% 67.4% 85 8.24%
QGA
4011
Q Global Advisors
Texas
$131M +$36.5M +38% 22.7% 79% 46 84.78%
AF
4012
Aldebaran Financial
$131M -$22.7M -15% 12.4% 89.7% 102 9.8%
SFA
4013
Spectrum Financial Alliance
Kentucky
$131M -$28.9M -18% 19.1% 185% 126 14.29%
SCA
4014
Stuart Chaussee & Associates
California
$131M -$26.7M -17% 6.97% 58.6% 142 21.13%
ACP
4015
Acuta Capital Partners
California
$131M -$149M -53% 22.9% 7,269% 34 47.06%
MMHP
4016
Murphy Middleton Hinkle & Parker
Georgia
$131M -$10.6M -7% 7.8% 61.7% 128 9.38%
MWM
4017
Mascoma Wealth Management
New Hampshire
$131M -$20.5M -14% 8.24% 40% 415 12.05%
LRIC
4018
Long Road Investment Counsel
Michigan
$131M -$19.7M -13% 9.69% 53.8% 71 11.27%
CAN
4019
Claraphi Advisory Network
United States
$131M -$48.5M -27% 14.4% 88.3% 292 40.75%
JAM
4020
Jolley Asset Management
North Carolina
$130M -$18.7M -13% 8.94% 3.47% 67 22.39%
MWA
4021
Meridian Wealth Advisors
Texas
$130M 14.5% 79.9% 462
BI
4022
Ballast Inc
Kentucky
$130M -$15.8M -11% 11.1% 66% 101 23.76%
QI
4023
Qtron Investments
Massachusetts
$130M 8.3% 139% 177
HFS
4024
Howard Financial Services
Texas
$130M 12.3% 50.2% 95
IDBONY
4025
Israel Discount Bank of New York
New York
$130M -$22.8M -15% 10.5% 37.3% 461 14.32%