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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
TWM
4401
Titus Wealth Management
California
$127M +$21.1M +20% 18.2% 26.6% 115 17.39%
CWA
4402
Clarity Wealth Advisors
California
$127M +$30.7M +32% 24.1% 85.1% 65 20%
ARMT
4403
Amica Retiree Medical Trust
Rhode Island
$127M +$14.8M +13% 22.1% 221 15.84%
IA
4404
IFG Advisors
Missouri
$127M +$25.4M +25% 20.5% 71.6% 86 9.3%
MFG
4405
Monte Financial Group
Connecticut
$126M +$23.2M +22% 14.2% 55% 72 27.78%
OCA
4406
Otter Creek Advisors
Florida
$126M +$33.9M +37% 37.3% 173% 56 44.64%
OWP
4407
Old Well Partners
North Carolina
$126M +$27.5M +28% 58.6% 97.8% 34 29.41%
LA
4408
Legacy Advisors
Pennsylvania
$126M +$26M +26% 22.9% 87.4% 113 24.78%
SAM
4409
Selway Asset Management
$126M +$22.3M +22% 22.9% 36.5% 75 14.67%
FBCM
4410
Fort Baker Capital Management
California
$126M -$24.6M -16% 15.4% 41% 41 56.1%
LFPWM
4411
Leicht Financial Planning & Wealth Management
New Jersey
$126M +$22.5M +22% 12.5% 46.3% 67 91.04%
OWA
4412
One Wealth Advisors
California
$126M +$25M +25% 22.8% 54.5% 102 32.35%
GC
4413
Greencape Capital
Australia
$126M -$17.8M -12% 10.6% 98.1% 4 0%
LC
4414
Landaas & Company
Wisconsin
$126M +$7.28M +6% 17% 60.3% 57 17.54%
UIA
4415
UBP Investment Advisors
Switzerland
$126M +$15.1M +14% 12% 11.2% 63 26.98%
PWM
4416
PRW Wealth Management
Massachusetts
$126M +$43.2M +52% 30.2% 42.3% 85 31.76%
PFT
4417
Providence First Trust
Arizona
$126M +$21.3M +20% 12% 45.6% 70 18.57%
VPI
4418
VELT Partners Investimentos
Brazil
$126M -$58K -0% 71.8% 19.4% 6 16.67%
MHR
4419
Matthew Hamilton Rosenberg
$126M +$25M +25% 15.9% 48.3% 562 44.48%
FWM
4420
Filbrandt Wealth Management
Wisconsin
$126M +$34.7M +38% 21.6% 510 65.29%
ACM
4421
Adalta Capital Management
New York
$126M +$15.4M +14% 22.8% 66.3% 74 24.32%
GI
4422
GS Investments
Minnesota
$126M +$23.7M +23% 27.8% 77.6% 116 3.45%
TS
4423
Tamar Securities
California
$125M 25.1% 76.3% 43
TF
4424
TRH Financial
Iowa
$125M 20% 64
RZH
4425
Relyea Zuckerberg Hanson
Connecticut
$125M +$34.1M +37% 31% 84.4% 116 12.93%