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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
BC
4751
Breakline Capital
New York
$165M +$42.4M +35% 13% 48 50%
IOOF
4752
Independent Order of Foresters
Ontario, Canada
$165M -$5.49M -3% 6.46% 54.8% 14 14.29%
TWM
4753
TLW Wealth Management
Florida
$165M +$9.71M +6% 10.3% 82.9% 20 15%
IC
4754
Innealta Capital
Texas
$165M -$5.09M -3% 5.42% 52.1% 51 33.33%
HFA
4755
HC Financial Advisors
California
$164M +$8.04M +5% 4.77% 31.2% 380 10.53%
HWA
4756
Hillcrest Wealth Advisors
New Jersey
$164M +$14.6M +10% 6.38% 55% 55 10.91%
ACM
4757
Alethea Capital Management
Washington
$164M -$35.5M -18% 11.2% 200% 106 57.55%
EWM
4758
Elmwood Wealth Management
California
$164M 3.17% 37.6% 320
SIM
4759
SummerHaven Investment Management
Connecticut
$164M +$34.5M +27% 30.3% 143% 200 0.5%
SSW
4760
Smith Shellnut Wilson
Mississippi
$164M -$3.94M -2% 7.61% 92.2% 164 14.02%
WFC
4761
Western Financial Corp
California
$164M +$11.6M +8% 10% 260% 97 30.93%
TI
4762
Truehand Inc
New Hampshire
$164M +$11.5M +8% 11% 86.9% 215 6.98%
PFA
4763
Plotkin Financial Advisors
Maryland
$163M +$12.1M +8% 3.41% 71.1% 89 29.21%
IGYL
4764
I.G.Y. Ltd
United Kingdom
$163M -$6.24M -4% 2.04% 100% 3 0%
RI
4765
Ridgewood Investments
New Jersey
$163M +$36.4M +29% 11.1% 222 38.29%
NEPPG
4766
New England Professional Planning Group
Rhode Island
$163M +$21.1M +15% 8.16% 47.1% 54 20.37%
TPW
4767
TL Private Wealth
Texas
$163M +$4.92M +3% 5.13% 46% 51 9.8%
MFG
4768
Monte Financial Group
Connecticut
$163M +$16M +11% 13.2% 55% 65 12.31%
ACM
4769
Ayrshire Capital Management
Connecticut
$163M +$8.29M +5% 3.17% 78.4% 57 7.02%
CCIA
4770
Campbell & Co Investment Adviser
Maryland
$163M -$993K -0.6% 13.5% 25.1% 663 77.83%
AM
4771
Atwater Malick
Pennsylvania
$163M +$3.73M +2% 7.33% 79.1% 49 16.33%
WCG
4772
Weaver Consulting Group
California
$163M +$2.45M +2% 3.61% 43.5% 150 18.67%
CWP
4773
Curated Wealth Partners
California
$163M +$8.47M +5% 11.3% 45.4% 143 9.79%
LGA
4774
Lebenthal Global Advisors
New York
$163M +$21.5M +15% 5.9% 33.1% 600 80.33%
AA
4775
Auxano Advisors
Washington
$163M +$11.6M +8% 0.57% 80.2% 64 20.31%