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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 Avg Holding
Period (Yrs)
Cowen Prime Advisors
4551
Cowen Prime Advisors
New York
$174M -$1.56M -0.9% 5.96% 116% 178 2.25% 5.5
First Pacific Financial
4552
First Pacific Financial
Washington
$174M -$38.9M -18% 5.48% 53.6% 110 11.82% 1.4
LAM
4553
LifePro Asset Management
California
$174M -$19.1M -10% 7.69% 49% 136 61.03% 0.9
Triatomic Management
4554
Triatomic Management
California
$174M +$65.1M +60% 10.6% – 61 45.9% 0.4
Satovsky Asset Management
4555
Satovsky Asset Management
New York
$174M +$2.86M +2% 4.71% 53.6% 34 5.88% 1.4
TL
4556
TowerView LLC
New York
$174M -$12.9M -7% 2.64% 17.9% 35 14.29% 3
Copperwynd Financial
4557
Copperwynd Financial
Arizona
$174M +$3.73M +2% 2.77% 90% 128 10.94% 2.7
Radcliff Management
4558
Radcliff Management
New York
$174M +$28.3M +19% 22.1% 47.6% 2 0% 0.8
DLG
4559
Daniel L. Goodwin
$174M -$8.28M -5% 2.81% 72.6% 97 15.46% 4
RBA Wealth Management
4560
RBA Wealth Management
California
$174M -$6.76M -4% 4.16% 77.7% 95 12.63% 1
Hall Private Wealth Advisors
4561
Hall Private Wealth Advisors
North Carolina
$174M -$4.5M -3% 5.84% – 45 20% 1.2
Global Financial Private Client
4562
Global Financial Private Client
Florida
$174M -$3.52M -2% 4.21% 100% 684 8.33% 2
INCA Investments
4563
INCA Investments
Florida
$173M -$5.67M -3% 3.79% 128% 13 23.08% 2.8
Cassady Schiller Wealth Management
4564
Cassady Schiller Wealth Management
Ohio
$173M -$16.9M -9% 9.12% 21.8% 110 11.82% 0.7
&Partners
4565
&Partners
Tennessee
$173M -$273K -0.2% 5.46% 78.4% 200 12.5% 1.9
JNE Partners
4566
JNE Partners
United Kingdom
$173M +$19.7M +13% 4.46% 100% 15 20% 1.2
Congress Park Capital
4567
Congress Park Capital
New York
$173M +$8.11M +5% 1.45% 99.9% 145 20% 2.4
Northwest Capital Management
4568
Northwest Capital Management
Oregon
$173M -$18.3M -10% 5.91% 57% 98 16.33% 2.5
Solidarity Wealth
4569
Solidarity Wealth
Utah
$173M -$13M -7% 5.72% 85.9% 124 20.97% 0.4
AWA
4570
Aquire Wealth Advisors
Utah
$172M +$930K +0.5% 6.34% 60.2% 35 5.71% 0.7
ZCM
4571
Zenyatta Capital Management
Delaware
$172M +$40.8M +31% 0.44% – 59 61.02% 0.3
NatWest Group
4572
NatWest Group
United Kingdom
$172M -$3.98M -2% 4.07% 207% 56 23.21% 3.8
Interactive Financial Advisors
4573
Interactive Financial Advisors
Illinois
$172M -$26.7M -13% 4.9% 47.6% 174 13.22% 4.7
Exeter Financial
4574
Exeter Financial
Arizona
$172M -$7.06M -4% 5.06% 59.1% 89 4.49% 3.7
Bullseye Asset Management
4575
Bullseye Asset Management
Colorado
$172M -$5.36M -3% 4.15% 81% 90 6.67% 2