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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
HCM
4026
Heathbridge Capital Management
Ontario, Canada
$221M -$22M -9% 11.4% 58.7% 27 11.11%
WA
4027
WP Advisors
California
$221M -$9.2M -4% 1.92% 95.5% 109 7.34%
RRA
4028
Round Rock Advisors
Connecticut
$221M -$1.19M -0.5% 5.26% 87.4% 149 10.07%
FSG
4029
Financial Strategies Group
Michigan
$221M -$18.1M -8% 5.97% 44.9% 89 19.1%
JWM
4030
Jeppson Wealth Management
California
$221M -$11.9M -5% 5.64% 91.6% 210 16.67%
PIA
4031
Perennial Investment Advisors
California
$220M -$35.5M -14% 4.38% 84.3% 232 25.43%
BWAM
4032
Boyd Watterson Asset Management
Ohio
$220M -$14.4M -6% 4.82% 101% 136 5.15%
NC
4033
NovaPoint Capital
Georgia
$220M -$9.86M -4% 4.63% 88.2% 128 7.81%
HIC
4034
Holderness Investments Company
North Carolina
$220M -$19.6M -8% 6.01% 144% 201 10.95%
AC
4035
AlphaCore Capital
California
$220M +$4.45M +2% 7.25% 85.9% 169 18.93%
SAS
4036
Stelac Advisory Services
New York
$220M -$29M -12% 6.13% 84.9% 172 10.47%
MCM
4037
Morton Capital Management
California
$220M -$9.9M -4% 7.17% 65.8% 86 9.3%
TCWA
4038
Ten Capital Wealth Advisors
Washington
$220M -$10.1M -4% 5.51% 25% 652 30.83%
DBRC
4039
D.B. Root & Company
Pennsylvania
$220M -$13.6M -6% 4.2% 57.3% 172 12.79%
OBWG
4040
Onyx Bridge Wealth Group
New York
$219M -$5.08M -2% 4.24% 67.4% 203 31.53%
CMP
4041
Coston McIsaac & Partners
Maine
$219M +$53.6M +32% 4.43% 34.3% 792 34.72%
GPA
4042
Guidance Point Advisors
Massachusetts
$219M -$12.7M -5% 5.81% 67.1% 84 1.19%
ASW
4043
Astoria Strategic Wealth
Texas
$219M -$8.52M -4% 5.97% 42.1% 32 6.25%
WFM
4044
Wolff Financial Management
Michigan
$219M -$5.7M -3% 5.01% 52.8% 102 5.88%
CWM
4045
Chesapeake Wealth Management
Virginia
$219M -$14.8M -6% 5.32% 65.9% 173 12.14%
SOCM
4046
SR One Capital Management
Pennsylvania
$219M +$14.4M +7% 9.64% 656% 4 0%
AGAM
4047
Avalon Global Asset Management
California
$219M -$110M -33% 5% 278% 49 53.06%
RCS
4048
Retirement Capital Strategies
California
$219M -$4.36M -2% 0.66% 59% 70 48.57%
FCT
4049
Family Capital Trust
Massachusetts
$219M -$33.8M -13% 11.7% 32.3% 51 1.96%
BCM
4050
Boltwood Capital Management
California
$218M -$12.6M -5% 5.91% 56.3% 153 10.46%