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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
RIA
4251
Recurrent Investment Advisors
Texas
$248M +$20.2M +9% 3.94% 109% 42 2.38%
VIA
4252
Vickerman Investment Advisors
Washington
$248M -$2.38M -1% 6.44% 36.7% 83 7.23%
EM
4253
Excalibur Management
Massachusetts
$248M +$19.5M +9% 10.4% 68.9% 170 10.59%
CWM
4254
Cedar Wealth Management
California
$248M +$22.7M +10% 6.35% 53.2% 376 30.59%
CPFP
4255
Clear Perspectives Financial Planning
Ohio
$247M +$26.6M +12% 5.4% 239 9.21%
LGA
4256
Lebenthal Global Advisors
New York
$247M +$88.1M +55% 7.45% 33.1% 187 43.85%
MCM
4257
Morton Capital Management
California
$247M 6.74% 65.8% 92
HRC
4258
Hoertkorn Richard Charles
$247M +$24.5M +11% 13.5% 172% 83 1.2%
SAM
4259
Secure Asset Management
Michigan
$247M +$44.4M +22% 10.9% 86.5% 227 28.19%
SCM
4260
Silverarc Capital Management
Massachusetts
$247M +$69.9M +40% 7.72% 3,352% 96 40.63%
DA
4261
DCF Advisers
Connecticut
$247M +$20.1M +9% 13.2% 156% 90 27.78%
HAC
4262
Harbor Advisory Corp
New Hampshire
$247M +$16.1M +7% 8.01% 49.2% 85 10.59%
KWS
4263
Keystone Wealth Services
California
$246M 8.4% 61.6% 171
SCP
4264
Shorepoint Capital Partners
Massachusetts
$246M +$23.8M +11% 9.85% 81 6.17%
HP
4265
Harvey Partners
New York
$246M +$112M +84% 6.13% 124% 39 35.9%
CGFA
4266
Colton Groome Financial Advisors
North Carolina
$246M +$16.2M +7% 6.25% 59.3% 112 12.5%
CFG
4267
Compton Financial Group
Maryland
$246M +$11.3M +5% 3.9% 29.1% 33 24.24%
FPOC
4268
Financial Planners of Cleveland
Ohio
$246M 6.86% 87
PAA
4269
Peregrine Asset Advisers
Oregon
$246M +$50M +26% 10.4% 163% 160 41.88%
GAMC
4270
Garner Asset Management Corp
Texas
$246M +$24.5M +11% 6.89% 68.1% 176 4.55%
PA
4271
PSI Advisors
Florida
$246M +$28.1M +13% 9.08% 47.5% 833 16.09%
TOTUOP
4272
Trustees of The University of Pennsylvania
Pennsylvania
$246M 4.46% 5
UWM
4273
USAdvisors Wealth Management
Minnesota
$246M +$14.7M +6% 4.94% 55% 136 21.32%
FF
4274
Fluent Financial
Texas
$246M +$11.1M +5% 7.31% 42.5% 66 19.7%
ST
4275
SAL Trading
Pennsylvania
$246M 11.5% 18.9% 31