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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
CWM
4076
Cedar Wealth Management
California
$304M +$29.3M +11% 7.14% 53.2% 363 27.82%
SFA
4077
Semmax Financial Advisors
North Carolina
$304M +$29.3M +11% 6.51% 451 21.06%
AFS
4078
Annapolis Financial Services
Maryland
$304M -$95.5M -24% 5.79% 15% 478 28.45%
SF
4079
Susquehanna Foundation
Pennsylvania
$303M +$23M +8% 8.25% 36.7% 4 0%
MFGP
4080
Marshall Financial Group (Pennsylvania)
Pennsylvania
$303M +$23.3M +8% 7.24% 65.5% 58 13.79%
MAG
4081
Mokosak Advisory Group
Iowa
$303M +$24.1M +9% 6.37% 42.7% 31 12.9%
FSA
4082
Financial Sense Advisors
California
$303M +$33.4M +12% 15.9% 149% 139 29.5%
HIF
4083
Hill Island Financial
Michigan
$303M +$9.45M +3% 8.48% 54.8% 72 9.72%
AIM
4084
Access Investment Management
Georgia
$303M +$34.7M +13% 8.92% 103 19.42%
JIC
4085
JRM Investment Counsel
Nebraska
$303M +$29.1M +11% 10.1% 61.2% 21 4.76%
PIC
4086
PCJ Investment Counsel
Ontario, Canada
$303M +$43.3M +17% 8.53% 165% 91 36.26%
BI
4087
Bulldog Investors
New Jersey
$303M -$1.77M -0.6% 3.92% 20.9% 206 39.81%
EFMC
4088
Empire Financial Management Company
New York
$303M +$47.1M +18% 10.3% 71.1% 213 14.55%
BWA
4089
Bordeaux Wealth Advisors
California
$302M +$6.4M +2% 19.8% 141% 126 21.43%
RDFA
4090
Ritter Daniher Financial Advisory
Ohio
$302M +$32.5M +12% 7.7% 56.7% 351 15.1%
LHC
4091
Little House Capital
Massachusetts
$302M +$27.7M +10% 10.7% 85.8% 143 30.07%
NL
4092
Navalign LLC
California
$302M +$15.2M +5% 5.49% 50.7% 127 10.24%
UIA
4093
UG Investment Advisers
Taiwan
$302M -$15.1M -5% 13.1% 172% 14 28.57%
SI
4094
Sapience Investments
California
$302M -$118M -28% 6.64% 54.9% 86 6.98%
BRA
4095
Biechele Royce Advisors
Indiana
$302M -$3.85M -1% 4.58% 39.2% 68 14.71%
NF
4096
Nikulski Financial
Iowa
$302M +$28.4M +10% 8.62% 95.8% 140 10.71%
BC
4097
Bruce & Co
Illinois
$301M +$14.9M +5% 7.44% 65.7% 39 5.13%
FFG
4098
Frisch Financial Group
New York
$301M +$35.8M +14% 8.1% 56% 140 15.71%
MCM
4099
Multicoin Capital Management
Texas
$301M +$188M +167% 53.1% 4 50%
MFF
4100
Mango Five Family
Nevada
$301M +$35.3M +13% 29.7% 90 30%