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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
RPA
4151
Rock Point Advisors
Vermont
$377M +$22.9M +6% 10.9% 64.6% 122 14.75%
PLU
4152
Performa Ltd (US)
South Carolina
$377M +$45.4M +14% 6.16% 46.2% 62 29.03%
KFG
4153
Kelly Financial Group
Connecticut
$377M +$31.4M +9% 5.34% 96 12.5%
RI
4154
Rinkey Investments
California
$377M +$44.1M +13% 5.18% 38.4% 130 26.15%
LSA
4155
Lansing Street Advisors
Pennsylvania
$377M +$41.1M +12% 6.88% 149 14.77%
BA
4156
Bard Associates
Illinois
$377M +$65.7M +21% 23.3% 200% 176 10.8%
SCA
4157
St. Clair Advisors
Ohio
$377M -$5.61M -1% 7.11% 64% 81 3.7%
HCM
4158
Hudson Capital Management
New Jersey
$377M +$24.2M +7% 6.05% 61.6% 74 9.46%
MLFP
4159
MPS Loria Financial Planners
Illinois
$376M +$36.5M +11% 10.7% 66.9% 84 5.95%
TCWM
4160
Total Clarity Wealth Management
Illinois
$376M +$27M +8% 8.08% 69.7% 330 26.36%
SA
4161
Shilanski & Associates
Alaska
$376M +$26.3M +8% 6.36% 84.2% 137 41.61%
DP
4162
Divergent Planning
Maryland
$376M +$37.8M +11% 6.11% 43.3% 36 5.56%
RWA
4163
Roberts Wealth Advisors
California
$376M +$28.2M +8% 7.34% 73.2% 101 9.9%
EPP
4164
ETF Portfolio Partners
Kansas
$376M +$15M +4% 5.73% 44.3% 69 7.25%
FWSM
4165
First Wilshire Securities Management
California
$376M +$8.63M +2% 14% 107% 88 10.23%
NC
4166
Nokomis Capital
Texas
$376M +$74.4M +25% 30.8% 204% 66 34.85%
BCM
4167
Boltwood Capital Management
California
$376M +$23.9M +7% 6.15% 56.3% 178 3.37%
LL
4168
LPWM LLC
Minnesota
$375M +$32M +9% 6.76% 54.3% 86 5.81%
MCM
4169
Millstreet Capital Management
Massachusetts
$375M +$20.8M +6% 9.26% 2 0%
BCC
4170
Bridge City Capital
Oregon
$374M +$18M +5% 8.33% 76.9% 113 9.73%
MC
4171
Magnitude Capital
New York
$374M +$48M +15% 14.7% 1 0%
PFG
4172
Premier Financial Group
California
$374M +$14.5M +4% 7.21% 63 42.86%
NELSF
4173
NewGen Equity Long/Short Fund
Cayman Islands
$374M +$203M +119% 45.6% 41 73.17%
NAM
4174
NewGen Asset Management
Ontario, Canada
$374M +$196M +110% 45.6% 391% 41 70.73%
AAMA
4175
Advanced Asset Management Advisors
Ohio
$374M +$3.68M +1% 7.52% 82.5% 87 3.45%