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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
PIWA
4951
Prevail Innovative Wealth Advisors
Kansas
$182M 0.5% 33.5% 107
WAOTB
4952
Wealth Advisors of Tampa Bay
Florida
$182M +$7.68M +4% 5.12% 86.2% 82 13.41%
DRS
4953
Deane Retirement Strategies
Louisiana
$182M +$976K +0.5% 1.73% 64.7% 74 20.27%
AW
4954
Alaethes Wealth
Nevada
$182M +$11.6M +7% 8.17% 96.4% 113 8.85%
BCL
4955
Bracebridge Capital LLC
Massachusetts
$182M -$193M -51% 12.4% 156% 96 57.29%
SN
4956
Sittner & Nelson
Oregon
$182M +$7.8M +4% 9.62% 88.1% 525 13.71%
SV
4957
Sapphire Ventures
Texas
$182M -$57.1M -24% 25.2% 27.9% 9 11.11%
SWA
4958
ShankerValleau Wealth Advisors
Illinois
$182M +$9.73M +6% 5.17% 56.3% 25 16%
BFS
4959
Burrus Financial Services
Utah
$182M +$6.76M +4% 3.26% 30.2% 9 22.22%
PFT
4960
Providence First Trust
Arizona
$182M +$8.04M +5% 3.64% 64.1% 100 22%
CWA
4961
Consilio Wealth Advisors
Washington
$182M +$4.94M +3% 6.92% 66.4% 53 20.75%
AWM
4962
Accel Wealth Management
Iowa
$182M -$62.9M -26% 3.44% 77.4% 970 83.4%
WAM
4963
Weinberger Asset Management
California
$182M +$9.7M +6% 6.15% 80% 78 3.85%
LCM
4964
Leisure Capital Management
California
$182M +$7.03M +4% 7.45% 98% 135 2.96%
NAM
4965
NewGen Asset Management
Ontario, Canada
$182M -$77.5M -30% 2.45% 402% 38 68.42%
MPM
4966
Mountaineer Partners Management
New York
$181M +$43.7M +32% 13.3% 158% 15 20%
LAM
4967
Lountzis Asset Management
Pennsylvania
$181M +$12.4M +7% 10% 144% 53 24.53%
KIM
4968
Kestrel Investment Management
California
$181M +$3.23M +2% 10.2% 89.2% 41 14.63%
HG
4969
Harbor Group
New Hampshire
$181M +$12.9M +8% 6.76% 41.4% 70 15.71%
2L
4970
25 LLC
Missouri
$181M +$18.8M +12% 3.26% 44.2% 716 42.46%
CW
4971
Cabot-Wellington
Massachusetts
$181M +$9.66M +6% 5.64% 65% 4 0%
ACM
4972
Aquilo Capital Management
California
$180M -$60.8M -25% 20.5% 6.84% 15 33.33%
SOA
4973
Sea Otter Advisors
Florida
$180M -$15.5M -8% 0.72% 351 48.43%
VFPI
4974
Vantage Financial Partners (Illinois)
Illinois
$180M +$11.3M +7% 6.39% 13.1% 97 11.34%
TS
4975
Twin Securities
New York
$180M -$1.41M -0.8% 3.57% 506% 19 84.21%