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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
C1AG
4801
Client 1st Advisory Group
Florida
$320M +$17.8M +6% 2.65% 57.4% 151 14.57%
PCM
4802
Passive Capital Management
Maryland
$320M +$13.2M +4% 1.5% 37.7% 96 10.42%
WE
4803
Wealth Effects
Massachusetts
$320M +$8.77M +3% 11.8% 202% 233 12.88%
IAS
4804
Investment Advisory Services
Texas
$320M +$2.25M +0.7% 2.37% 65.4% 131 7.63%
EWA
4805
Etesian Wealth Advisors
Oregon
$319M +$16.1M +5% 2.22% 54.8% 137 5.11%
SLP
4806
Storen Legacy Partners
Indiana
$319M 3.33% 77
TPW
4807
Transatlantique Private Wealth
New York
$319M +$13.1M +4% 3.93% 89% 220 10%
BCM
4808
Boone Capital Management
Georgia
$319M +$13.6M +4% 17.5% 278% 20 45%
EWA
4809
ERTS Wealth Advisors
Michigan
$319M +$8.9M +3% 0.8% 36.5% 30 0%
EWM
4810
Essex Woodlands Management
Texas
$318M +$11.2M +4% 2.77% 55% 6 0%
MFA
4811
Morling Financial Advisors
California
$318M +$15.9M +5% 1.75% 91.2% 116 20.69%
5VM
4812
5AM Venture Management
California
$318M +$45.1M +17% 41.7% 546% 26 23.08%
LAM
4813
Lynch Asset Management
Pennsylvania
$318M +$5.51M +2% 3.04% 190% 57 10.53%
CPI
4814
Crestview Partners II
New York
$318M -$20.6M -6% 4.56% 157% 3 0%
MC
4815
Muzinich & Co
New York
$318M +$59.2M +23% 1.64% 9.67% 40 7.5%
BOSSRA
4816
B.O.S.S. Retirement Advisors
Utah
$318M -$100M -24% 1.97% 69.7% 212 26.42%
MP
4817
McDonald Partners
Ohio
$317M -$17.5M -5% 4.04% 90.7% 238 20.59%
HJIM
4818
Henry James International Management
New York
$317M -$9.51M -3% 5.2% 123% 97 4.12%
PCA
4819
PL Capital Advisors
Florida
$317M +$15.9M +5% 7.01% 100% 30 26.67%
ACM
4820
Anfield Capital Management
California
$317M -$22.8M -7% 1.88% 65.2% 608 5.43%
HKIM
4821
Hayek Kallen Investment Management
Alabama
$317M +$3K +0% 0.02% 71.9% 186 99.46%
PCM
4822
Payne Capital Management
New York
$317M +$6.25M +2% 0.45% 82 7.32%
EWM
4823
Elmwood Wealth Management
California
$317M +$34.3M +12% 2.04% 37.6% 177 24.29%
WLPWM
4824
Walled Lake Planning & Wealth Management
Illinois
$316M +$11.7M +4% 3.6% 51.7% 147 10.2%
STB
4825
S&T Bank
Pennsylvania
$316M -$39.5M -11% 5.19% 193% 502 22.51%