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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
CWA
4176
Clarus Wealth Advisors
Arizona
$108M +$4.42M +4% 0.45% 154 37.66%
IWA
4177
Independence Wealth Advisors
Virginia
$108M -$1.14M -1% 1.08% 34.1% 26 0%
CC
4178
Clearline Capital
New York
$108M -$85.4M -44% 3.97% 18% 67 73.13%
BMC
4179
Beaton Management Company
Massachusetts
$108M -$2.71M -2% 3.23% 79.9% 115 1.74%
FLI
4180
Family Legacy Inc
South Carolina
$108M -$2.42M -2% 2.04% 69.1% 105 6.67%
NCM
4181
Northstar Capital Management
New York
$108M +$4.02M +4% 3.98% 99 13.13%
MSA
4182
Marino Stram & Associates
Massachusetts
$108M -$250K -0.2% 1.99% 63.6% 510 7.45%
CAAS
4183
Capital Asset Advisory Services
Michigan
$108M -$2.14M -2% 2.26% 42.9% 113 15.93%
OCM
4184
Orser Capital Management
Texas
$108M -$4.52M -4% 4.4% 122% 119 37.82%
HH
4185
HWG Holdings
Texas
$108M -$10.4M -9% 7.6% 129 57.36%
WEO
4186
William E. Oberndorf
$108M -$14.9M -12% 7.63% 38.4% 8 0%
AVA
4187
Accel VIII Associates
California
$108M -$34.1M -24% 1.72% 1 0%
LCC
4188
Lincoln Capital Corp
Rhode Island
$108M -$9.54M -8% 0.59% 73.9% 58 25.86%
TI
4189
TTP Investments
California
$107M -$4.5M -4% 1.11% 197% 22 22.73%
NIS
4190
National Investment Services
Wisconsin
$107M +$3.26M +3% 0.24% 47.2% 82 21.95%
PBRA
4191
Pine Brook Road Advisors
New York
$107M -$51.1M -32% 6.9% 5 60%
WA
4192
Wilshire Advisors
California
$107M -$196K -0.2% 0.54% 100% 25 4%
AFC
4193
AFT Forsyth & Company
Florida
$107M +$4.97M +5% 2.04% 122% 148 18.24%
SC
4194
Sovarnum Capital
New York
$107M -$41M -28% 3.34% 142 76.76%
B
4195
Bellecapital
Switzerland
$107M -$16.8M -14% 0.14% 128% 92 27.17%
FG
4196
FSI Group
Ohio
$107M -$13.3M -11% 3.37% 17.7% 41 31.71%
WC
4197
Weil Company
California
$107M -$2.46M -2% 1.18% 51.9% 102 20.59%
CWM
4198
Capital Wealth Management
Rhode Island
$107M -$9.12M -8% 1.57% 46.7% 42 16.67%
RMSCM
4199
R.M. Sincerbeaux Capital Management
New York
$107M -$2.94M -3% 2.51% 65.9% 53 1.89%
YEPV
4200
Yorktown Energy Partners VI
New York
$107M -$17.5M -14% 13.7% 7.3% 5 0%