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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
W
4251
WealthOne
New York
$114M 9.69% 23.4% 606
NCM
4252
Next Capital Management
New York
$114M 12% 61.3% 234
LFWA
4253
LBJ Family Wealth Advisors
Texas
$114M -$16.4M -13% 14.4% 59% 19 10.53%
MFM
4254
Mirsky Financial Management
New York
$114M 9.32% 39.3% 30
FCG
4255
FrontFour Capital Group
Connecticut
$114M -$201M -64% 26.8% 8.55% 29 41.38%
SCM
4256
Stonepine Capital Management
Oregon
$114M -$57.2M -33% 19.3% 231% 33 39.39%
TPW
4257
Tiller Private Wealth
Pennsylvania
$114M -$29.4M -21% 13.5% 53.5% 46 34.78%
AIA
4258
Arcadia Investment Advisors
Idaho
$114M -$14.8M -12% 14% 51.4% 70 15.71%
AWMF
4259
Arbor Wealth Management (Florida)
Florida
$114M -$13.4M -11% 11.4% 101% 210 80%
IAM
4260
ICM Asset Management
Washington
$114M -$29.4M -21% 18.6% 58.9% 55 29.09%
CWM
4261
Centric Wealth Management
Illinois
$114M 10.1% 44.4% 111
TFCM
4262
Taylor Frigon Capital Management
Arizona
$114M -$18.1M -14% 15.9% 131% 85 8.24%
SMC
4263
S. Muoio & Co
New York
$114M -$113M -50% 7.12% 327% 115 54.78%
AFM
4264
Abbot Financial Management
Massachusetts
$114M -$20.8M -16% 11.3% 102% 119 14.29%
SST
4265
S Squared Technology
New York
$113M -$13.9M -11% 8.74% 223% 46 26.09%
PS
4266
Peter Svennilson
$113M 15.5% 4
PGAM
4267
Princeton Global Asset Management
New Jersey
$113M 13.5% 104% 206
OFG
4268
Omega Financial Group
California
$113M 9.21% 45.2% 57
MFS
4269
Madrona Financial Services
Washington
$113M -$18.4M -14% 13.5% 75.4% 45 13.33%
ODIJL
4270
One Day In July LLC
Vermont
$113M 6.92% 43.1% 31
WOA
4271
Water Oak Advisors
Florida
$113M -$12.8M -10% 14.3% 12.9% 17 0%
BWP
4272
Bernardo Wealth Planning
Pennsylvania
$113M 13.1% 50.7% 131
SL
4273
SOF Ltd
Cayman Islands
$113M -$20.1M -15% 15.1% 42.3% 1 0%
DC
4274
DeDora Capital
California
$113M -$19.1M -14% 12.9% 81.7% 86 11.63%
ATIA
4275
American Trust Investment Advisors
New Hampshire
$113M -$15.5M -12% 15% 91% 83 22.89%