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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
CWA
4426
Clarity Wealth Advisors
California
$220M -$2.28M -1% 3.04% 85.1% 79 8.86%
TCM
4427
Triumph Capital Management
Colorado
$220M -$317K -0.1% 3.35% 48.6% 261 29.89%
PGWM
4428
Parisi Gray Wealth Management
New Jersey
$220M +$1.35M +0.6% 2.14% 120% 112 21.43%
OKSA
4429
O'Keefe Stevens Advisory
New York
$220M -$13.2M -6% 3.68% 216% 45 8.89%
ACA
4430
Aspire Capital Advisors
Washington
$220M +$13.9M +7% 3.61% 59.3% 68 16.18%
GWAG
4431
Garrett Wealth Advisory Group
Texas
$220M -$5.69M -3% 3.17% 66.1% 59 11.86%
IAA
4432
Ironsides Asset Advisors
North Carolina
$220M -$15.8M -7% 5.71% 44.9% 101 18.81%
WAMC
4433
Western Asset Management Company
California
$220M -$3.78M -2% 0.97% 2.29% 21 9.52%
VFIC
4434
Valley Forge Investment Consultants
Pennsylvania
$219M +$16.2M +8% 3.97% 61.9% 82 17.07%
ST
4435
Somerset Trust
Pennsylvania
$219M -$13.2M -6% 3.41% 69.7% 150 8.67%
AB
4436
Atlas Brown
Kentucky
$219M -$8.07M -4% 3.36% 102% 185 5.41%
AAI
4437
American Assets Inc
California
$219M -$977K -0.4% 0.35% 63.2% 10 0%
MFS
4438
Madrona Financial Services
Washington
$219M +$14.5M +7% 3.19% 75.4% 100 12%
TA
4439
Trellis Advisors
Washington
$219M -$5.4M -2% 3.59% 23.3% 93 8.6%
AA
4440
Argent Advisors
Louisiana
$219M +$628K +0.3% 3.02% 63.1% 138 11.59%
FFM
4441
Flagstone Financial Management
Nebraska
$219M +$5.7M +3% 2.43% 43.9% 39 5.13%
RWPA
4442
Richard W. Paul & Associates
Michigan
$219M -$10.9M -5% 3.77% 65.2% 571 14.71%
FP
4443
Financial Perspectives
Minnesota
$218M -$8.85M -4% 4.39% 87.8% 713 4.91%
HCM
4444
Heathbridge Capital Management
Ontario, Canada
$218M -$11.4M -5% 6.55% 58.7% 30 6.67%
GJIA
4445
Glass Jacobson Investment Advisors
Maryland
$218M +$118K +0.1% 3.06% 58.3% 841 10.34%
RI
4446
Rinkey Investments
California
$218M -$416K -0.2% 3.01% 38.4% 63 28.57%
BE
4447
Bonness Enterprises
District of Columbia
$218M -$3.99M -2% 1.22% 94.6% 40 0%
JWM
4448
Jeppson Wealth Management
California
$218M -$11.6M -5% 3.42% 91.6% 202 14.36%
KCM
4449
Kaye Capital Management
California
$218M +$12.4M +6% 2.84% 36 16.67%
WC
4450
Wynnefield Capital
New York
$218M +$17.9M +9% 6.29% 52.1% 24 29.17%