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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
CT
4576
Clearstead Trust
Maine
$126M +$7.21M +6% 7.61% 84.1% 169 7.1%
MWA
4577
Moser Wealth Advisors
Washington
$126M +$20.9M +20% 9.01% 128 15.63%
HWC
4578
Hill Winds Capital
New York
$126M +$56M +80% 0.31% 8.52% 41 53.66%
NEPPG
4579
New England Professional Planning Group
Rhode Island
$126M -$3.89M -3% 6.87% 47.1% 47 31.91%
NPP
4580
New Potomac Partners
Maryland
$126M +$13.6M +12% 7.99% 37.2% 134 5.22%
KWA
4581
KCS Wealth Advisory
California
$125M +$4.6M +4% 8.63% 45.3% 149 10.07%
SP
4582
Successful Portfolios
Florida
$125M +$11.6M +10% 8.04% 101% 181 12.71%
ADBIC
4583
A.D. Beadell Investment Counsel
Wisconsin
$125M +$12M +11% 9.07% 74.9% 89 24.72%
AAM
4584
Ascension Asset Management
New York
$125M 11.1% 77
KCM
4585
Kempner Capital Management
Texas
$125M -$2.36M -2% 2.17% 60.9% 48 8.33%
BFA
4586
Brendel Financial Advisors
New Hampshire
$125M +$8.94M +8% 15.8% 110% 84 16.67%
HFG
4587
Heron Financial Group
New York
$125M +$13.1M +12% 7.91% 47.5% 133 15.04%
AP
4588
Adero Partners
California
$125M +$28.6M +30% 11.3% 27.7% 93 27.96%
BPM
4589
Bronson Point Management
Connecticut
$125M -$7.36M -6% 14% 7.56% 45 71.11%
FF
4590
Friedenthal Financial
New Jersey
$125M +$7.95M +7% 6.74% 111% 57 35.09%
HFP
4591
Holistic Financial Partners
Indiana
$125M +$8.78M +8% 7.61% 95.7% 121 18.18%
RCA
4592
Ranch Capital Advisors
Florida
$124M -$3.09M -2% 7.52% 82% 1,007 36.94%
HIC
4593
Harbor Island Capital
Massachusetts
$124M +$4.63M +4% 5.06% 132% 15 0%
SAM
4594
Seelaus Asset Management
New Jersey
$124M +$14.5M +13% 9.66% 122% 168 13.69%
MWM
4595
MorganRosel Wealth Management
Colorado
$124M +$16.2M +15% 9.01% 51.9% 83 30.12%
SVP
4596
Strategic Value Partners
Connecticut
$124M +$29.1M +31% 12.9% 5 60%
LAM
4597
L2 Asset Management
Massachusetts
$124M +$13.7M +12% 5.93% 110% 81 29.63%
LBA
4598
Lowell Blake & Associates
Massachusetts
$124M +$19.6M +19% 11.7% 44.2% 55 12.73%
HA
4599
HC Advisors
Georgia
$124M +$3.28M +3% 5.43% 55.2% 90 27.78%
ARC
4600
Arias Resource Capital
Cayman Islands
$124M +$16.8M +16% 15.7% 81.3% 1 0%