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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
WF
4901
Whelan Financial
California
$224M +$4.83M +2% 1.09% 57.9% 42 4.76%
AIC
4902
Anthracite Investment Company
Texas
$224M -$50.2M -18% 0.59% 114 41.23%
JCM
4903
Jacobsen Capital Management
Utah
$224M +$8.22M +4% 3.25% 86.7% 102 14.71%
BFA
4904
Brown Financial Advisors
Ohio
$224M 1.22% 219
CFLC
4905
California First Leasing Corp
California
$224M +$8.87M +4% 3.13% 161% 43 11.63%
MAC
4906
Monarch Alternative Capital
New York
$224M -$1.26M -0.6% 3.32% 341% 6 16.67%
BIM
4907
Breakwater Investment Management
Washington
$224M +$6.23M +3% 2.06% 329 8.21%
TFA
4908
Trinity Financial Advisors
Ohio
$223M +$1.18M +0.5% 1.49% 69.5% 89 23.6%
HWM
4909
Hassell Wealth Management
Louisiana
$223M +$65.5M +42% 0.57% 46.3% 27 11.11%
EFA
4910
Evernest Financial Advisors
Indiana
$223M +$11.9M +6% 2.76% 130 5.38%
CWA
4911
Consilio Wealth Advisors
Washington
$223M +$9.45M +4% 3.08% 53.3% 65 4.62%
BC
4912
Beaconlight Capital
New York
$223M -$27.8M -11% 2.71% 221% 38 36.84%
MC
4913
Machina Capital
France
$223M +$33M +17% 2.85% 26.2% 367 64.31%
OIA
4914
Optimum Investment Advisors
Illinois
$223M +$5.09M +2% 5.88% 125% 666 8.26%
BSI
4915
Bennett Selby Investments
Maine
$223M +$8.43M +4% 4.35% 69.8% 72 9.72%
IP
4916
Investment Partners
Ohio
$223M +$2.09M +0.9% 2.22% 58.7% 144 2.78%
CIA
4917
Cape Investment Advisory
Georgia
$223M +$8.67M +4% 2.01% 65.2% 997 13.14%
WC
4918
Wynnefield Capital
New York
$222M -$29.2M -12% 9.32% 110% 23 26.09%
CFG
4919
Cambridge Financial Group
Ohio
$222M -$3.3M -1% 2.11% 35 14.29%
ACM
4920
Azarias Capital Management
Pennsylvania
$222M -$16.1M -7% 7.31% 93.1% 25 24%
1W
4921
1776 Wealth
Georgia
$222M +$10.9M +5% 6.53% 87.4% 157 19.11%
BSC
4922
Brown Shipley & Co
United Kingdom
$222M -$96.1M -30% 5.42% 101% 107 30.84%
AIM
4923
Atlantic Investment Management
New York
$222M -$5.85M -3% 6.99% 34% 13 23.08%
SLA
4924
Silver Lake Advisory
Utah
$222M -$2.49M -1% 0.37% 70.9% 96 2.08%
PFT
4925
Providence First Trust
Arizona
$222M -$8.76M -4% 1.67% 64.1% 104 12.5%