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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
YAL
4526
Your Advocates Ltd
Texas
$167M -$2.12M -1% 6.47% 42.5% 231 12.55%
SAM
4527
Security Asset Management
New York
$167M -$15.5M -9% 5.61% 67.4% 77 7.79%
AMC
4528
Asset Management Corp
Illinois
$167M +$11.9M +8% 5.21% 57.1% 172 17.44%
WC
4529
Wealth CMT
New Jersey
$167M -$5.06M -3% 6.12% 25% 28 10.71%
APWA
4530
Atlas Private Wealth Advisors
New Jersey
$167M -$224K -0.1% 5.71% 51.6% 135 11.85%
GRIM
4531
Greenhaven Road Investment Management
Connecticut
$166M -$28.3M -15% 14.3% 76.8% 53 26.42%
FS
4532
Ferguson Shapiro
Georgia
$166M +$6.54M +4% 5.41% 39.6% 51 29.41%
VF
4533
Visa Foundation
California
$166M -$16.3M -9% 5.26% 37.7% 1 0%
PAMI
4534
Perseverance Asset Management International
Cayman Islands
$166M -$76.1M -31% 2.2% 68.4% 17 23.53%
CWA
4535
Clarity Wealth Advisors
California
$166M -$8.86M -5% 4.46% 85.1% 72 15.28%
TW
4536
Towerpoint Wealth
California
$166M -$1.51M -0.9% 4.99% 62.4% 88 6.82%
UC
4537
Unio Capital
New Jersey
$166M -$8.33M -5% 2.86% 85% 51 17.65%
MS
4538
Madden Securities
Texas
$166M -$16.7M -9% 5.89% 92.2% 102 7.84%
GA
4539
Greytown Advisors
Florida
$165M -$10.9M -6% 6.75% 14.1% 104 11.54%
BWM
4540
BNC Wealth Management
Oregon
$165M -$25.9M -14% 3.07% 193% 120 24.17%
NEGWA
4541
New England Guild Wealth Advisors
Connecticut
$165M +$3.36M +2% 7.06% 6.04% 71 8.45%
PWM
4542
Provident Wealth Management
Tennessee
$165M +$7.68M +5% 5.55% 43.3% 99 8.08%
JA
4543
JVL Associates
Michigan
$165M +$21.5M +15% 4.21% 73.3% 45 26.67%
PHAM
4544
Palisades Hudson Asset Management
Florida
$165M -$13M -7% 6.14% 53.9% 104 8.65%
BCM
4545
Beddow Capital Management
Wyoming
$165M -$4.73M -3% 2.22% 50.7% 52 9.62%
LCM
4546
Leisure Capital Management
California
$165M -$27.6M -14% 4.93% 98% 132 15.15%
BKA
4547
Brick & Kyle Associates
Pennsylvania
$165M -$13.5M -8% 5.73% 82.3% 58 3.45%
CWM
4548
Castle Wealth Management
Florida
$165M -$7.04M -4% 5.11% 48.6% 776 11.6%
SAM
4549
Sandbar Asset Management
United Kingdom
$165M -$53.1M -24% 0.59% 128% 75 46.67%
HCM
4550
HMS Capital Management
Tennessee
$165M -$34.2M -17% 2.79% 130% 131 19.08%