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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
KA
4576
Kooman & Associates
Pennsylvania
$198M -$4.33M -2% 2.96% 59.9% 43 9.3%
EW
4577
Evexia Wealth
Wisconsin
$197M -$10.7M -5% 1.67% 87.7% 52 17.31%
SVP
4578
Strategic Value Partners
Connecticut
$197M -$121M -38% 12% 6 50%
JAM
4579
JCIC Asset Management
Ontario, Canada
$197M -$22.8M -10% 2.26% 111 7.21%
VAM
4580
Vert Asset Management
California
$197M +$2M +1% 6.16% 43.6% 42 4.76%
SBF
4581
Sara-Bay Financial
Florida
$197M -$8.44M -4% 2.86% 231% 80 12.5%
OFS
4582
Oldfather Financial Services
Nebraska
$197M -$7.54M -4% 4.18% 60.8% 64 3.13%
DFA
4583
DHJJ Financial Advisors
Illinois
$197M +$4.81M +3% 3.57% 56.7% 804 83.08%
AF
4584
Affiance Financial
Minnesota
$197M -$8.33M -4% 4.85% 50.1% 100 9%
SWM
4585
Seaside Wealth Management
California
$197M +$3.58M +2% 3.32% 42.9% 52 9.62%
MSCM
4586
McElhenny Sheffield Capital Management
Texas
$197M -$37.4M -16% 2.08% 86.3% 106 27.36%
EA
4587
Eclectic Associates
California
$197M -$6.81M -3% 3.81% 49.7% 87 10.34%
BCM
4588
BCK Capital Management
Connecticut
$197M +$65.5M +50% 8.73% 161% 109 64.22%
CPA
4589
Capital Performance Advisors
California
$196M -$6.16M -3% 2.81% 61.5% 61 11.48%
PVH
4590
Psagot Value Holdings
Israel
$196M -$1.42M -0.7% 3.53% 45.9% 644 27.95%
EFM
4591
Eley Financial Management
Vermont
$196M -$9.05M -4% 2.72% 61.9% 71 7.04%
GSC
4592
G&S Capital
Colorado
$196M -$11.9M -6% 2.52% 77.2% 125 14.4%
RCM
4593
Raleigh Capital Management
North Carolina
$196M -$4.37M -2% 3.31% 71.8% 1,023 24.83%
TWM
4594
TriaGen Wealth Management
California
$196M -$22.6M -10% 2.99% 113% 176 19.32%
ACM
4595
Avalon Capital Management
California
$196M -$17.7M -8% 1.74% 151% 73 31.51%
AU
4596
Algebris (UK)
United Kingdom
$196M -$7.65M -4% 0.04% 19.5% 50 42%
PIP
4597
Peachtree Investment Partners
Florida
$196M -$23.1M -11% 2.66% 82.6% 113 15.04%
JF
4598
Joule Financial
Kentucky
$196M +$1.77M +0.9% 3.95% 55.5% 111 18.02%
SWM
4599
Sculati Wealth Management
Michigan
$196M -$3.05M -2% 1.84% 72.3% 106 5.66%
SGA
4600
Siguler Guff Advisers
New York
$196M -$30.2M -13% 12.4% 37.7% 7 14.29%