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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
MWA
4051
MFA Wealth Advisors
Pennsylvania
$155M +$51.7M +50% 20.3% 64.7% 256 82.81%
KAM
4052
Knightsbridge Asset Management
California
$155M +$55.4M +56% 22.9% 105% 47 63.83%
BI
4053
BCBSM Inc
Minnesota
$155M -$62.5M -29% 3.67% 1 0%
SFSG
4054
Sound Financial Strategies Group
Mississippi
$154M +$7.57M +5% 4.85% 18.2% 62 0%
PL
4055
Polianta Ltd
Jersey
$154M +$8.59M +6% 28.9% 31.6% 108 83.33%
RCP
4056
Rho Capital Partners
New York
$154M +$55.1M +56% 85.7% 5 0%
IBOK
4057
Independence Bank of Kentucky
Kentucky
$154M +$26.8M +21% 18% 80.6% 359 7.52%
CA
4058
Corriente Advisors
Texas
$154M +$61.7M +67% 82.5% 21 71.43%
CCG
4059
Ceeto Capital Group
Florida
$154M +$29.7M +24% 26.1% 81.6% 137 9.49%
BIA
4060
Bigelow Investment Advisors
Maine
$154M +$20.9M +16% 14.8% 53.9% 142 11.27%
MSFP
4061
Mark Sheptoff Financial Planning
Connecticut
$154M +$21.9M +17% 19% 85.8% 382 12.57%
AIA
4062
AIMZ Investment Advisors
California
$154M +$25.4M +20% 21.9% 63.9% 99 9.09%
TA
4063
TFG Advisers
Michigan
$154M +$27.8M +22% 19% 61.8% 159 11.32%
G
4064
Gainplan
Michigan
$154M +$64.5M +72% 24% 93.3% 43 51.16%
LRIA
4065
Leonard Rickey Investment Advisors
Washington
$154M +$24.7M +19% 16.8% 55.9% 77 22.08%
NMC
4066
Nine Masts Capital
Hong Kong
$154M +$85.4M +125% 17.5% 76.5% 35 71.43%
AFS
4067
Axiom Financial Strategies
Indiana
$153M +$29.7M +24% 13.5% 41.2% 74 25.68%
TVAMP
4068
Tennessee Valley Asset Management Partners
Tennessee
$153M +$20.3M +15% 17.7% 50.5% 65 23.08%
SCP
4069
Shorepoint Capital Partners
Massachusetts
$153M +$28.7M +23% 17.8% 87 24.14%
MA
4070
Modus Advisors
Minnesota
$153M +$45.5M +42% 19.7% 69.8% 230 70.87%
CH
4071
Canton Hathaway
Rhode Island
$153M +$12.8M +9% 10.3% 76.5% 169 27.81%
SDWIA
4072
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$153M +$35.1M +30% 23.8% 67.8% 100 20%
LFA
4073
Landmark Financial Advisors
Kentucky
$153M +$7.4M +5% 15.5% 11.8% 66 10.61%
ECM
4074
EII Capital Management
New York
$153M +$2.11M +1% 12.7% 46.9% 214 14.49%
BDF
4075
Black Diamond Financial
Maryland
$153M +$21.4M +16% 19.2% 50.7% 75 12%