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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
UMA
5001
USA Mutuals Advisors
Texas
$97.7M -$9.15M -9% 5.75% 14.1% 26 42.31%
FM
5002
Fondren Management
Texas
$97.7M -$22.5M -19% 4.14% 14.2% 107 48.6%
EW
5003
Element Wealth
Mississippi
$97.6M 7.06% 44.8% 114
JSAM
5004
J. Safra Asset Management
New York
$97.4M 5.75% 68.9% 13
SFI
5005
Sonic Fund II
Hawaii
$97.4M 69% 119% 7
KL
5006
Kam Lawrence
$97.4M 69% 7
KIG
5007
Kessler Investment Group
Indiana
$97.2M +$7.66M +9% 10.7% 218% 130 31.54%
PHIMC
5008
Private Harbour Investment Management & Counsel
Ohio
$97.2M +$801K +0.8% 6.31% 95.1% 69 5.8%
AA
5009
Aufman Associates
Pennsylvania
$97.1M 8.46% 76.4% 42
SA
5010
Springowl Associates
New York
$97.1M +$20.4M +27% 52.4% 101% 27 29.63%
SAMC
5011
Spectrum Asset Management (Connecticut)
Connecticut
$97.1M +$394K +0.4% 3.54% 2.29% 5 40%
SICM
5012
Sustainable Insight Capital Management
New York
$97M +$9.62M +11% 8.92% 106% 66 31.82%
TGI
5013
TRV GP II
Massachusetts
$96.9M +$51.9M +115% 147% 20.8% 2 0%
HA
5014
HC Advisors
Georgia
$96.9M 6.38% 55.2% 44
WA
5015
WP Advisors
California
$96.9M +$9.62M +11% 12.1% 89.7% 63 7.94%
FCM
5016
Fairbanks Capital Management
California
$96.8M -$298K -0.3% 4.23% 69.4% 59 6.78%
MCM
5017
Maxim Capital Management
California
$96.8M -$14M -13% 4.11% 30 23.33%
CA
5018
Crumly & Associates
Illinois
$96.5M 7.22% 55.2% 51
BRC
5019
BHF RG Capital
Arizona
$96.5M 6.12% 25
SWIG
5020
Strategic Wealth Investment Group
Kentucky
$96.4M 5.43% 56
HWA
5021
Hilltop Wealth Advisors
North Carolina
$96.4M 5.03% 43.9% 29
ETM
5022
Euclidean Technologies Management
Washington
$96.4M -$10.2M -10% 11.1% 124% 72 26.39%
PWG
5023
Private Wealth Group
Florida
$96.1M -$15.5M -14% 6.54% 48.2% 37 32.43%
CWC
5024
Carolinas Wealth Consulting
North Carolina
$96M 9.09% 24.6% 93
PIA
5025
Powell Investment Advisors
Florida
$95.9M 6.27% 60.3% 117