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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
BP
4101
Broadleaf Partners
Ohio
$125M -$24M -16% 14.1% 180% 56 12.5%
VAM
4102
Velanne Asset Management
United Kingdom
$125M 15.4% 29.6% 22
CA
4103
Claro Advisors
Massachusetts
$125M 13.9% 85.5% 1,142
NFG
4104
Nations Financial Group
Iowa
$125M -$14.7M -11% 11.8% 105% 176 10.8%
TW
4105
Towerpoint Wealth
California
$125M +$4.3M +4% 8.38% 62.4% 43 23.26%
HW
4106
Hedeker Wealth
Illinois
$125M -$17.8M -12% 11.9% 141% 72 9.72%
AIM
4107
Aspen Investment Management
Michigan
$125M -$26.6M -18% 10.8% 84.9% 151 17.22%
MMPW
4108
Mitchell McLeod Pugh & Williams
Alabama
$125M -$23.9M -16% 11.6% 90.7% 185 14.05%
KC
4109
KCL Capital
New York
$125M 21.4% 106% 22
BPM
4110
Blue Pool Management
Hong Kong
$124M -$83M -40% 14.3% 72.8% 33 45.45%
CF
4111
Corrigan Financial
Rhode Island
$124M -$14.8M -11% 11.8% 9.54% 58 12.07%
SAM
4112
Sequent Asset Management
Texas
$124M -$21.6M -15% 8.91% 51.3% 64 29.69%
CCCPI
4113
Castle Creek Capital Partners IV
California
$124M -$27.9M -18% 17.7% 47.7% 4 0%
FFC
4114
First Financial Corp
Indiana
$124M -$28.5M -19% 12.2% 88.3% 333 6.01%
AIC
4115
Ayalon Insurance Company
Israel
$124M -$989K -0.8% 13.9% 89.3% 106 26.42%
EA
4116
Elm Advisors
California
$124M -$25.5M -17% 12.9% 50.5% 298 74.16%
PWAC
4117
Private Wealth Advisors (California)
California
$124M 14.1% 63.6% 56
AIA
4118
Ally Invest Advisors
North Carolina
$124M 9.08% 41.1% 9
AA
4119
Alta Advisers
United Kingdom
$124M 5.75% 114% 6
ADMI
4120
Albert D. Mason Inc
Massachusetts
$123M -$23M -16% 10% 82% 146 13.01%
CCM
4121
Consolidated Capital Management
California
$123M -$29.7M -19% 13.4% 159% 47 23.4%
FA
4122
Financial Advisors
Massachusetts
$123M 11.8% 71.5% 58
WAOTB
4123
Wealth Advisors of Tampa Bay
Florida
$123M -$19.5M -14% 11.7% 86.2% 75 18.67%
HIM
4124
Hotaling Investment Management
Pennsylvania
$123M 12.4% 52.6% 112
PWS
4125
Peloton Wealth Strategists
Indiana
$123M -$22.5M -15% 12.8% 51.3% 61 11.48%