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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
SC
4776
Spinnaker Capital
Massachusetts
$117M -$15.1M -11% 13.7% 12.4% 2 0%
1W
4777
1776 Wealth
Georgia
$117M 9.03% 90.4% 336
SC
4778
Steph & Co
Wisconsin
$117M 6.84% 56.8% 256
GCA
4779
Genesee Capital Advisors
New York
$117M +$9.42M +9% 6.71% 101% 74 14.86%
EI
4780
EDMP Inc
Florida
$117M +$4.82M +4% 8.67% 71.6% 53 5.66%
FDS
4781
First Dallas Securities
Texas
$117M +$4.38M +4% 7.89% 163% 93 18.28%
LFA
4782
Legend Financial Advisors
Pennsylvania
$117M -$560K -0.5% 9.6% 117% 35 20%
MRI
4783
Mad River Investors
Massachusetts
$117M +$14.3M +14% 13.3% 225% 24 8.33%
LS
4784
Liquid Strategies
Georgia
$117M 3.11% 46.8% 6
MA
4785
Mangham Associates
Virginia
$117M -$17.6M -13% 8.34% 24.4% 4 25%
PGF
4786
Pelham Global Financials
United Kingdom
$117M +$2.21M +2% 3.39% 24.5% 8 37.5%
ATWA
4787
Arbor Trust Wealth Advisors
Michigan
$117M 7.69% 63.8% 83
BFA
4788
Beacon Financial Advisory
Ohio
$117M 5.96% 68.1% 162
BA
4789
Ballew Advisors
Mississippi
$117M +$7.08M +6% 4.7% 62.3% 99 17.17%
TCM
4790
Tandem Capital Management
New Jersey
$117M 8.29% 120% 75
DG
4791
Dumont Global
New York
$116M 6.82% 6
CSWG
4792
Cardinal Strategic Wealth Guidance
Kentucky
$116M 6.35% 67.3% 55
IG
4793
Inherent Group
New York
$116M +$8.69M +8% 20.4% 61.7% 7 0%
WCM
4794
Washington Capital Management
Washington
$116M +$14.1M +14% 10.1% 76.9% 108 15.74%
BRC
4795
Bell Rock Capital
Delaware
$116M +$3.39M +3% 6.96% 393 11.45%
LWM
4796
Loveless Wealth Management
Montana
$116M 5.91% 116
RFO
4797
RiverGlades Family Offices
Florida
$116M +$4.04M +4% 5.82% 67 11.94%
MAP
4798
Madison Avenue Partners
New York
$116M 18.5% 284% 15
KI
4799
Koch Industries
Kansas
$116M -$17.6M -13% 12.7% 56.9% 2 0%
AAM
4800
Ascension Asset Management
New York
$116M +$7.64M +7% 7.85% 70 0%