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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
CI
4826
Ceera Investments
Texas
$193M +$11.1M +6% 4.63% 47.9% 67 8.96%
FCM
4827
Fortis Capital Management
Washington
$193M +$5.3M +3% 3.78% 64% 115 36.52%
KLC
4828
Kent Lake Capital
Nevada
$193M -$39.5M -17% 0.62% 92.1% 52 69.23%
BFA
4829
Brendel Financial Advisors
New Hampshire
$193M +$109M +130% 12.7% 110% 120 65%
TWM
4830
Triton Wealth Management
Arizona
$193M -$16.9M -8% 12.4% 110 15.45%
SL
4831
SIB LLC
New York
$193M +$11.7M +6% 9.84% 29.2% 20 5%
SCM
4832
Salem Capital Management
Massachusetts
$193M +$10.2M +6% 10.2% 32.3% 73 5.48%
JWM
4833
Jupiter Wealth Management
Colorado
$193M -$19.3M -9% 10.1% 85.9% 99 18.18%
NCM
4834
New Capital Management
Texas
$192M +$10.7M +6% 9.14% 49.4% 43 4.65%
LHA
4835
Little Harbor Advisors
Massachusetts
$192M 10.7% 48.4% 1
WFA
4836
Wade Financial Advisory
California
$192M +$15.1M +9% 5.84% 15.9% 73 2.74%
CC
4837
Codex Capital
New York
$192M +$5.96M +3% 8.67% 84.4% 46 21.74%
BA
4838
Bennicas & Associates
California
$192M +$14.5M +8% 8.97% 40.3% 102 3.92%
IPW
4839
IronBridge Private Wealth
Texas
$192M +$6.01M +3% 17.4% 125% 341 24.63%
LB
4840
Legacy Bridge
Iowa
$192M +$18.5M +11% 9.9% 149% 314 4.78%
EW
4841
Emerson Wealth
Michigan
$192M +$12.6M +7% 7.61% 18.1% 54 29.63%
CWM
4842
CCG Wealth Management
California
$192M +$19.2M +11% 9.34% 63% 123 34.96%
CWM
4843
Concentrum Wealth Management
California
$192M +$32.6M +20% 8.59% 145% 67 23.88%
CAM
4844
Chou Associates Management
Ontario, Canada
$191M -$16M -8% 13.1% 71.7% 19 0%
AWA
4845
Aquire Wealth Advisors
Utah
$191M 4.89% 43.4% 275
LCH
4846
Lee Capital Holdings
New York
$191M +$294K +0.2% 3.88% 34.4% 83 54.22%
WG
4847
Watchman Group
Texas
$191M +$35.6M +23% 10.9% 52.9% 82 18.29%
RH
4848
RFG Holdings
Texas
$191M +$18.1M +10% 4.89% 51.3% 36 30.56%
SFPG
4849
Stonebridge Financial Planning Group
Florida
$191M -$13.8M -7% 9.02% 54.7% 432 9.26%
WFC
4850
Western Financial Corp
California
$191M +$22M +13% 8.51% 260% 93 12.9%