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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
WFA
4676
Wade Financial Advisory
California
$116M +$15.5M +15% 19.2% 15.9% 69 14.49%
BM
4677
Baymount Management
Florida
$116M 24.4% 21
JF
4678
JSF Financial
California
$116M +$17M +17% 23.7% 79% 68 20.59%
HWA
4679
Hillcrest Wealth Advisors
New Jersey
$116M +$15.2M +15% 18.5% 55% 45 11.11%
OKSA
4680
O'Keefe Stevens Advisory
New York
$115M 27% 216% 36
AIA
4681
Armor Investment Advisors
North Carolina
$115M +$17.5M +18% 16.6% 56.6% 145 12.41%
CI
4682
Cordant Inc
Oregon
$115M +$17.8M +18% 11.2% 47% 59 10.17%
BHBT
4683
Burke & Herbert Bank & Trust
Virginia
$115M +$16.5M +17% 17.3% 67.8% 128 7.03%
WPEP
4684
Walnut Private Equity Partners
Nebraska
$115M +$29.2M +34% 29.9% 60.6% 22 18.18%
DLHL
4685
Donald L. Hagan LLC
Florida
$115M +$3.58M +3% 14.7% 47.9% 89 19.1%
GFPC
4686
Global Financial Private Client
Florida
$115M +$20.5M +22% 16% 90.4% 555 13.15%
CCM
4687
Colorado Capital Management
Colorado
$115M +$7.03M +7% 17.5% 53.4% 76 3.95%
WC
4688
Westhampton Capital
North Carolina
$115M +$18.5M +19% 19.1% 95.6% 107 12.15%
PBC
4689
Pavion Blue Capital
California
$115M +$18.3M +19% 16% 77.6% 81 11.11%
GAM
4690
Grandview Asset Management
Pennsylvania
$115M +$105M +1,149% 39.9% 172% 92 89.13%
JFG
4691
Jefferies Financial Group
New York
$115M +$39.6M +53% 211% 135% 9 33.33%
NWM
4692
Northwest Wealth Management
Iowa
$115M +$15.8M +16% 16.8% 63.4% 97 9.28%
PFA
4693
Pinnacle Family Advisors
Missouri
$115M +$31.4M +38% 27.8% 85.8% 96 61.46%
ACA
4694
Ascension Capital Advisors
Texas
$114M +$19.2M +20% 22% 59.3% 45 24.44%
ARI
4695
Applied Research Investments
Delaware
$114M 34.6% 38
BCM
4696
Beddow Capital Management
Wyoming
$114M +$5.69M +5% 19% 50.7% 51 7.84%
VC
4697
Vision Capital
Ontario, Canada
$114M +$56.2M +97% 20.9% 19.8% 9 55.56%
MCP
4698
Moab Capital Partners
New York
$114M -$126M -53% 10.6% 89.3% 29 68.97%
VM
4699
VV Manager
Massachusetts
$114M +$25.5M +29% 80.4% 4 0%
YRHAM
4700
Yong Rong (HK) Asset Management
Hong Kong
$114M +$53M +87% 27.4% 2,310% 25 88%