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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
TA
4876
Teramo Advisors
Florida
$249M +$11.9M +5% 4.39% 62.5% 20 65%
DFA
4877
DHJJ Financial Advisors
Illinois
$248M -$8.4M -3% 3.69% 56.7% 938 4.8%
KWM
4878
Kanen Wealth Management
Florida
$248M -$20.5M -8% 4.97% 328% 29 34.48%
EP
4879
Essential Planning
New Hampshire
$248M -$15.1B -98% 0.16% 38.1% 314 74.52%
LIM
4880
Letson Investment Management
Georgia
$248M +$588K +0.2% 4.24% 93 7.53%
SPI
4881
Santori & Peters Inc
Pennsylvania
$248M -$13.1M -5% 3.3% 88% 69 11.59%
CCP
4882
Clarity Capital Partners
California
$248M +$54.9M +28% 25.1% 149 28.19%
JA
4883
JVL Associates
Michigan
$248M -$16.1M -6% 5.79% 73.3% 59 8.47%
SC
4884
Sawyer & Company
Massachusetts
$248M -$22.8M -8% 2% 97.4% 183 9.29%
TTA
4885
Thor Trading Advisors
Pennsylvania
$247M +$137M +124% 0.33% 12 83.33%
RWM
4886
Reston Wealth Management
Virginia
$247M -$21.6M -8% 2.22% 60.7% 52 9.62%
SWM
4887
Sculati Wealth Management
Michigan
$247M -$5.7M -2% 1.02% 72.3% 113 8.85%
SPWM
4888
Straight Path Wealth Management
Michigan
$247M -$5.63M -2% 4.39% 70.6% 116 23.28%
EW
4889
Enzi Wealth
Texas
$247M -$15.4M -6% 2.11% 72.1% 70 8.57%
CWA
4890
Cura Wealth Advisors
Illinois
$247M +$21M +9% 5.87% 110 17.27%
FNBSF
4891
First National Bank Sioux Falls
South Dakota
$247M +$12.3M +5% 0.74% 65.4% 136 8.09%
PWM
4892
Power Wealth Management
Georgia
$247M +$7.66M +3% 0.59% 93 11.83%
PS
4893
Planned Solutions
California
$247M -$894K -0.4% 2.45% 60.8% 121 14.88%
SIC
4894
Samalin Investment Counsel
New York
$247M +$13.7M +6% 0.34% 62.8% 332 15.96%
PFT
4895
Providence First Trust
Arizona
$247M -$19.2M -7% 0.58% 64.1% 205 51.22%
FG
4896
Formula Growth
Quebec, Canada
$247M -$48.8M -17% 10.2% 118% 143 37.06%
CAM
4897
Costello Asset Management
Pennsylvania
$246M +$95.3M +63% 3.14% 65.9% 688 73.55%
CLA
4898
Carnegie Lake Advisors
New Jersey
$246M -$1.42M -0.6% 0.5% 168 6.55%
FFA
4899
Fi3 Financial Advisors
Indiana
$246M -$20.7M -8% 2.55% 83.1% 145 20.69%
CCM
4900
Carmel Capital Management
California
$246M -$18.4M -7% 4.51% 265% 26 3.85%