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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
BHWA
4026
Beacon Harbor Wealth Advisors
Virginia
$132M -$36.8M -22% 16% 143% 63 53.97%
PCWA
4027
Pacific Capital Wealth Advisors
California
$132M -$17.6M -12% 12.9% 46.9% 57 10.53%
MSFP
4028
Mark Sheptoff Financial Planning
Connecticut
$132M -$26.6M -17% 10.4% 92.4% 396 17.68%
WGRM
4029
Waterton Global Resource Management
Ontario, Canada
$132M -$22.5M -15% 45.2% 21% 5 80%
EE
4030
EWG Elevate
California
$132M -$52.3M -28% 21.2% 76% 88 54.55%
EPCA
4031
Elizabeth Park Capital Advisors
Ohio
$132M -$123M -48% 35.6% 119% 45 40%
RCM
4032
Raging Capital Management
New Jersey
$132M -$444M -77% 35.3% 6.41% 36 55.56%
EC
4033
Edenbrook Capital
New York
$132M -$95.4M -42% 34.1% 267% 18 33.33%
OFCM
4034
One Fin Capital Management
California
$132M -$51.5M -28% 26.3% 92% 32 71.88%
OFG
4035
Omega Financial Group
California
$132M -$20.2M -13% 18.7% 45.2% 65 24.62%
SCM
4036
Smith Capital Management
Arkansas
$132M -$24.7M -16% 15.1% 89 14.61%
PWAP
4037
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$132M -$55.7M -30% 14.8% 58.5% 130 32.31%
BDF
4038
Black Diamond Financial
Maryland
$132M -$6.31M -5% 20.4% 61% 75 17.33%
DMBA
4039
Deseret Mutual Benefit Administrators
Utah
$132M +$5.26M +4% 19.6% 75.5% 6 50%
TCA
4040
Teewinot Capital Advisers
New York
$132M -$206M -61% 20.6% 149% 41 43.9%
FIA
4041
FNY Investment Advisers
New York
$131M -$191M -59% 14.1% 307% 1,052 75.95%
CWAF
4042
Core Wealth Advisors (Florida)
Florida
$131M -$42.8M -25% 18% 59.7% 180 40%
VSWA
4043
Vontobel Swiss Wealth Advisors
Switzerland
$131M -$21.6M -14% 15.9% 70.1% 97 15.46%
MCP
4044
Martin Capital Partners
Oregon
$131M -$37.9M -22% 18.7% 35.2% 69 26.09%
AWM
4045
Aries Wealth Management
Maine
$131M -$32.7M -20% 14.2% 75% 162 19.14%
SDH
4046
Sloy Dahl & Holst
Washington
$131M +$23.6M +22% 1.61% 109% 47 25.53%
VCM
4047
Voce Capital Management
California
$131M -$39.6M -23% 43% 69.2% 18 55.56%
ARG
4048
Advisory Resource Group
Oklahoma
$131M -$46.8M -26% 29.7% 66.5% 79 16.46%
DIM
4049
Delta Investment Management
California
$131M -$144M -52% 20.1% 65.8% 157 45.22%
GA
4050
GRS Advisors
Illinois
$131M -$42.7M -25% 14.8% 54.3% 29 68.97%