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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
SFWC
4301
Strategic Family Wealth Counselors
New Jersey
$248M -$63.8M -20% 12.7% 72.3% 109 11.93%
HGERS
4302
Householder Group Estate & Retirement Specialist
Arizona
$248M -$20.4M -8% 0.57% 208 14.9%
MPAM
4303
Murphy Pohlad Asset Management
Minnesota
$248M -$6.22M -2% 4.47% 75.1% 120 14.17%
FRA
4304
Front Row Advisors
California
$248M -$20M -7% 5.47% 142% 979 4.49%
FWC
4305
First Washington Corp
Washington
$248M -$10.6M -4% 6.81% 142% 83 31.33%
ATFA
4306
All Terrain Financial Advisors
Minnesota
$248M +$2.72M +1% 6.81% 71.1% 101 19.8%
BHWM
4307
Bay Harbor Wealth Management
Maryland
$247M -$1.12M -0.4% 4.96% 47.9% 208 29.33%
DC
4308
DeDora Capital
California
$247M +$71.6M +41% 5.6% 81.7% 418 88.28%
OCA
4309
Otter Creek Advisors
Florida
$247M +$92.8M +60% 13.1% 173% 69 53.62%
CWM
4310
Cedar Wealth Management
California
$247M -$318K -0.1% 3.47% 68.1% 390 9.23%
TWMP
4311
Taylor Wealth Management Partners
Massachusetts
$247M -$36.7M -13% 5.37% 62% 69 13.04%
BF
4312
Blankinship & Foster
California
$247M -$16.8M -6% 4.98% 60.4% 56 10.71%
PGWM
4313
Parisi Gray Wealth Management
New Jersey
$247M -$20.6M -8% 5.36% 120% 136 16.91%
MAG
4314
Mokosak Advisory Group
Iowa
$247M -$14M -5% 5.34% 57.1% 27 11.11%
PMA
4315
Prudent Man Advisors
Illinois
$247M -$16.1M -6% 3.71% 82.8% 201 15.42%
ACM
4316
Aljian Capital Management
Nevada
$247M -$17.3M -7% 4.91% 146% 63 14.29%
RRA
4317
Round Rock Advisors
Connecticut
$247M +$20.9M +9% 4.68% 87.4% 147 21.77%
AFT
4318
Alpha Family Trust
California
$246M -$110M -31% 17.1% 198% 22 22.73%
FWM
4319
Fairhaven Wealth Management
Illinois
$246M -$9.95M -4% 5.62% 136 16.91%
SCA
4320
Sage Capital Advisors
South Dakota
$246M -$17.3M -7% 2.98% 89.4% 117 17.09%
IA
4321
IAM Advisory
Pennsylvania
$246M -$6.67M -3% 3.43% 74.5% 87 31.03%
MCP
4322
Maso Capital Partners
Hong Kong
$246M +$28.2M +13% 4.67% 8.67% 65 41.54%
RM
4323
RP Management
New York
$246M +$6.96M +3% 13.8% 208% 5 0%
OC
4324
One01 Capital
California
$246M -$13.9M -5% 9.67% 123% 29 75.86%
LF
4325
Lantz Financial
Illinois
$246M +$28.6M +13% 1.66% 67.1% 178 21.91%