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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
SPL
4501
Smart Portfolios LLC
Washington
$110M -$8.18M -7% 1.34% 41.3% 221 81%
BA
4502
Ballew Advisors
Mississippi
$110M +$1.32M +1% 2.31% 62.3% 94 8.51%
KFS
4503
Kelly Financial Services
Massachusetts
$110M +$20.1M +22% 3.63% 58.4% 523 8.8%
PC
4504
PA Capital
Virginia
$110M -$2.21M -2% 5.2% 134 37.31%
PWG
4505
Private Wealth Group
Florida
$110M +$795K +0.7% 3.59% 48.2% 27 3.7%
SCM
4506
Shoals Capital Management
Virginia
$110M -$3.8M -3% 3.24% 20 50%
QPWM
4507
Quadrant Private Wealth Management
Pennsylvania
$110M +$942K +0.9% 2.06% 87.9% 110 8.18%
WCM
4508
WealthBridge Capital Management
Ohio
$110M -$47.8M -30% 3.76% 82.1% 1,013 89.04%
PL
4509
Protective Life
Alabama
$110M +$2.04M +2% 1.91% 38.4% 12 0%
AIM
4510
Act II Management
New York
$109M -$11M -9% 5.11% 43.6% 26 15.38%
ASA
4511
Armstrong Shaw Associates
Connecticut
$109M +$5.18M +5% 4.61% 51.2% 44 11.36%
C
4512
Clearshares
New York
$109M +$6.12M +6% 2.27% 35 34.29%
AWA
4513
Acorn Wealth Advisors
Michigan
$109M -$1.51M -1% 3.33% 53.6% 133 16.54%
TFA
4514
TPG Financial Advisors
Oregon
$109M +$5.75M +6% 1.6% 43 20.93%
EI
4515
EDMP Inc
Florida
$109M +$6.64M +6% 1.73% 71.6% 55 20%
BHWA
4516
Beacon Harbor Wealth Advisors
Virginia
$109M 0.92% 143% 41
SHA
4517
Seneca House Advisors
Virginia
$109M -$6.05M -5% 2.83% 58.2% 97 10.31%
TA
4518
TCG Advisors
Texas
$109M -$631K -0.6% 1.46% 588 34.18%
AM
4519
Atwater Malick
Pennsylvania
$109M +$6.78M +7% 4.67% 79.1% 36 5.56%
FMB
4520
Field & Main Bank
Kentucky
$109M +$2.97M +3% 4.16% 107% 211 3.79%
ACH
4521
Axis Capital Holdings
$109M +$3.9M +4% 3.72% 67% 2 0%
LAIC
4522
Lederer & Associates Investment Counsel
California
$109M +$1.49M +1% 4.4% 75.5% 93 10.75%
YEPX
4523
Yorktown Energy Partners X
New York
$109M +$13.2M +14% 1.23% 95.8% 3 33.33%
HFA
4524
Hoover Financial Advisors
Pennsylvania
$109M +$4.09M +4% 3.75% 66 9.09%
NWS
4525
Newport Wealth Strategies
California
$109M +$9.37M +9% 3.53% 51.5% 82 12.2%