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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
WA
4826
Waterford Advisors
New York
$179M -$29M -14% 3.99% 40.5% 56 23.21%
FWM
4827
FSA Wealth Management
Massachusetts
$179M -$6.53M -4% 4.22% 51 9.8%
YEPX
4828
Yorktown Energy Partners XI
New York
$179M +$11.6M +7% 9.53% 139% 5 0%
KSWA
4829
Kathleen S. Wright Associates
Pennsylvania
$179M +$21.8M +14% 2.03% 66% 199 19.1%
WCP
4830
Wick Capital Partners
Pennsylvania
$179M +$9.61M +6% 3.74% 48.1% 70 35.71%
CW
4831
Channel Wealth
California
$179M +$4.66M +3% 2.7% 50.2% 200 19.5%
MC
4832
Machina Capital
France
$179M +$2.22M +1% 6.25% 26.2% 380 69.21%
CF
4833
CNA Financial
Illinois
$178M +$11.8M +7% 0.97% 50.5% 20 40%
SWM
4834
Silverlake Wealth Management
Vermont
$178M -$1.76M -1% 3.56% 54.9% 244 13.93%
BIMC
4835
Benson Investment Management Company
Virginia
$178M -$2.06M -1% 2.64% 91.6% 55 34.55%
NP
4836
Newlight Partners
New York
$178M -$65.1M -27% 9.43% 92.8% 2 0%
MAM
4837
Mystic Asset Management
Rhode Island
$178M -$8.56M -5% 3.64% 86.7% 148 8.11%
SWA
4838
ShankerValleau Wealth Advisors
Illinois
$178M -$3.95M -2% 3.44% 56.3% 25 12%
SP
4839
Saranac Partners
$178M -$10.7M -6% 3.01% 62.5% 96 18.75%
RM
4840
Radcliff Management
New York
$178M -$46.4M -21% 20.4% 93.7% 2 0%
HLA
4841
Hamilton Lane Advisors
Pennsylvania
$178M -$50.2M -22% 2.56% 187% 55 47.27%
FC
4842
Fusion Capital
South Carolina
$178M -$1.39M -0.8% 1.64% 73.5% 74 2.7%
MC
4843
Metavasi Capital
New York
$178M +$24.1M +16% 17.3% 656% 38 55.26%
AFGAS
4844
Allegiance Financial Group Advisory Services
Virginia
$178M +$7.43M +4% 2.94% 62.6% 68 2.94%
HG
4845
Harbor Group
New Hampshire
$178M -$3.17M -2% 3.9% 41.4% 71 15.49%
ACM
4846
Ardent Capital Management
Ohio
$177M +$14.4M +9% 2.25% 77.5% 45 35.56%
SFS
4847
Solitude Financial Services
Virginia
$177M +$721K +0.4% 2.74% 55.4% 49 4.08%
CWA
4848
Carolina Wealth Advisors
South Carolina
$177M +$10.9M +7% 2.16% 57.5% 291 20.96%
RH
4849
RFG Holdings
Texas
$177M +$51.4M +41% 0.68% 51.3% 28 50%
MS
4850
Madden Securities
Texas
$177M -$18.4M -9% 3.72% 92.2% 94 17.02%