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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
CWM
4401
Cedar Wealth Management
California
$222M +$20.9M +10% 6.71% 68.1% 274 12.77%
HAC
4402
Harbor Advisory Corp
New Hampshire
$222M -$29.7M -12% 5.98% 63.2% 102 31.37%
HCA
4403
Horan Capital Advisors
Ohio
$222M +$13.1M +6% 7.4% 26.6% 92 7.61%
BWM
4404
BigSur Wealth Management
Florida
$222M +$26.7M +14% 8.06% 83.1% 140 21.43%
AIA
4405
Affinity Investment Advisors
California
$222M -$51.5M -19% 6.27% 189% 175 23.43%
MWA
4406
MFA Wealth Advisors
Pennsylvania
$221M +$15.2M +7% 5.61% 64.7% 66 18.18%
CPWM
4407
Cardinal Point Wealth Management
California
$221M +$22.9M +12% 4.21% 42 11.9%
TAM
4408
Tucker Asset Management
Colorado
$221M +$31.7M +17% 5.92% 64.2% 378 17.99%
BFS
4409
Bickling Financial Services
Massachusetts
$221M +$22.5M +11% 7.1% 142 23.94%
CCM
4410
Campbell Capital Management
Florida
$221M +$4.21M +2% 7.98% 66 34.85%
AFG
4411
Allegheny Financial Group
Pennsylvania
$221M +$84.3M +62% 4.68% 71.1% 158 39.87%
SST
4412
S Squared Technology
New York
$221M +$9.46M +4% 3.81% 223% 43 25.58%
BMCM
4413
Bryn Mawr Capital Management
Pennsylvania
$221M +$16.9M +8% 5.81% 71.4% 105 16.19%
SI
4414
SimpliFi Inc
California
$221M +$6.79M +3% 2.37% 26.7% 29 37.93%
EM
4415
Excalibur Management
Massachusetts
$221M +$18M +9% 6% 81.7% 161 9.32%
WIA
4416
Westbourne Investment Advisors
Maryland
$221M +$19.7M +10% 8.99% 89.4% 88 7.95%
CW
4417
Cabot-Wellington
Massachusetts
$221M +$10.9M +5% 6% 65% 17 0%
OWP
4418
Old Well Partners
North Carolina
$220M +$17.7M +9% 11% 97.8% 52 38.46%
DSN
4419
D. Scott Neal
Kentucky
$220M -$2.64M -1% 6.03% 105% 52 15.38%
SFG
4420
SageGuard Financial Group
Tennessee
$220M +$5.42M +3% 6.63% 150 20.67%
RPCA
4421
Running Point Capital Advisors
California
$220M +$38.7M +21% 6.5% 52.1% 158 13.92%
FFA
4422
Founders Financial Alliance
North Carolina
$220M +$16.9M +8% 6.87% 84.9% 494 9.51%
SCG
4423
Sonata Capital Group
Washington
$220M +$11.5M +6% 5.66% 57.4% 129 3.88%
CCA
4424
Childress Capital Advisors
Texas
$220M +$2.06M +0.9% 12.9% 101% 179 23.46%
CCMU
4425
Cheyne Capital Management (UK)
United Kingdom
$220M +$61.9M +39% 1.9% 35.6% 144 45.83%