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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
CWA
4751
Carolina Wealth Advisors
South Carolina
$103M +$16.9M +20% 18.9% 57.5% 189 10.05%
CWM
4752
Chronos Wealth Management
Florida
$103M +$16.6M +19% 19.6% 86.4% 41 9.76%
RTC
4753
Riverview Trust Company
Washington
$103M -$1.02M -1% 18.9% 67.6% 280 8.93%
DTC
4754
Davidson Trust Company
Washington
$103M +$21.9M +27% 17.2% 54.5% 118 16.95%
AWA
4755
ARQ Wealth Advisors
Arizona
$103M +$14.9M +17% 16% 53.3% 44 18.18%
RHDIC
4756
R.H. Dinel Investment Counsel
California
$103M +$18.2M +22% 22% 34.1% 45 2.22%
BBA
4757
Braun-Bostich & Associates
Pennsylvania
$102M +$23.9M +30% 13.4% 59.5% 338 10.65%
FCM
4758
Fairbanks Capital Management
California
$102M +$25.7M +34% 23.8% 69.4% 58 15.52%
SWIG
4759
Strategic Wealth Investment Group
Kentucky
$102M +$40.7M +66% 18.3% 85 54.12%
TCM
4760
Tandem Capital Management
New Jersey
$102M +$13.3M +15% 28.3% 83.8% 77 14.29%
SG
4761
Somerset Group
Minnesota
$102M +$15.2M +17% 19.6% 68.2% 63 11.11%
GIC
4762
Gantzert Investment Company
Illinois
$102M +$8.81M +9% 14.7% 64 23.44%
CPC
4763
Consolidated Planning Corp
Georgia
$102M +$22.3M +28% 22.3% 82.3% 42 14.29%
OFW
4764
Omnia Family Wealth
Florida
$102M +$5.84M +6% 12.5% 80.6% 78 15.38%
APG
4765
Andrew P. Goldfarb
$102M +$56.4M +124% 124% 1 0%
BA
4766
Ballew Advisors
Mississippi
$102M +$13.3M +15% 14.4% 62.3% 93 21.51%
JCA
4767
Jade Capital Advisors
New Jersey
$102M +$22.5M +28% 30.8% 28.9% 95 60%
CAM
4768
Costello Asset Management
Pennsylvania
$102M 21.5% 55% 223
PM
4769
Penbrook Management
New York
$102M +$23.6M +30% 40.9% 103% 109 11.01%
ACM
4770
Avalon Capital Management
California
$102M +$17.4M +21% 14% 151% 31 58.06%
KRC
4771
Kehrs Ridge Capital
New Jersey
$101M 10.6% 14
CCM
4772
Cox Capital Management
Massachusetts
$101M -$13.3M -12% 14.6% 95.3% 196 66.33%
QCM
4773
Quantinno Capital Management
New York
$101M -$58.7M -37% 31% 96.9% 494 65.59%
ACH
4774
Axis Capital Holdings
Bermuda
$101M -$13.1M -11% 19.7% 57.4% 3 33.33%
RHP
4775
Royal Harbor Partners
Texas
$101M +$14.8M +17% 18.3% 44% 87 32.18%