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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
TJHA
4101
Thomas J. Herzfeld Advisors
Florida
$220M +$6.18M +3% 390
LWA
4102
LWS Wealth Advisors
New Jersey
$220M -$2.05M -0.9% 62
AFM
4103
Abbot Financial Management
Massachusetts
$220M +$48.2M +28% 138
SAS
4104
SMI Advisory Services
Indiana
$220M 26
RG
4105
Retirement Group
California
$220M +$2.55M +1% 815
MFGP
4106
Marshall Financial Group (Pennsylvania)
Pennsylvania
$220M +$16.1M +8% 56
FSA
4107
Financial Services Advisory
Maryland
$220M -$39.2M -15% 41
AP
4108
Agilis Partners
Massachusetts
$220M +$6.62M +3% 27
1C
4109
1623 Capital
Virginia
$220M +$21.3M +11% 86
CAAM
4110
Cape Ann Asset Management
United Kingdom
$220M -$40.4M -16% 11
PA
4111
Procyon Advisors
Connecticut
$219M +$18.7M +9% 249
WAM
4112
Westport Asset Management
Connecticut
$219M +$17.4M +9% 76
LCH
4113
Lee Capital Holdings
New York
$219M +$49.2M +29% 117
CIP
4114
Convergence Investment Partners
Florida
$219M +$20.2M +10% 286
SC
4115
Schulhoff & Co
Ohio
$219M +$19.6M +10% 117
THWM
4116
Taylor Hoffman Wealth Management
Virginia
$218M +$22.4M +11% 127
CIC
4117
Chase Investment Counsel
Virginia
$218M -$8.27M -4% 124
WFM
4118
Wolff Financial Management
Michigan
$218M +$27.4M +14% 96
BHWM
4119
Bay Harbor Wealth Management
Maryland
$218M -$2.4M -1% 457
CC
4120
Cartenna Capital
Connecticut
$218M +$53.7M +33% 54
MAM
4121
Miria Asset Management
Malta
$218M +$143M +191% 31
AAM
4122
Ameraudi Asset Management
New York
$218M +$5.66M +3% 48
WIM
4123
Wittenberg Investment Management
Massachusetts
$218M +$12.7M +6% 75
CCA
4124
Childress Capital Advisors
Texas
$218M +$46.6M +27% 1,116
BSP
4125
Benefit Street Partners
New York
$218M +$24.9M +13% 50