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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
BCH
5026
Berkshire Capital Holdings
California
$277M -$24.5M -8% 37.3% 2,748% 119 12.61%
EFM
5027
Eley Financial Management
Vermont
$277M -$1.29M -0.5% 1.46% 69.7% 72 11.11%
CCP
5028
Carmel Capital Partners
California
$277M -$7.75M -3% 3.4% 65.1% 129 20.93%
HJIM
5029
Henry James International Management
New York
$277M -$40.4M -13% 1.75% 123% 96 5.21%
RFA
5030
Resurgent Financial Advisors
Georgia
$277M +$77.5M +39% 0.54% 70.4% 273 25.64%
1NWS
5031
1 North Wealth Services
Maryland
$277M -$7.28M -3% 0.76% 292 12.33%
TAP
5032
Tounjian Advisory Partners
Florida
$277M -$18.4M -6% 0% 157 8.92%
TAM
5033
Townsend Asset Management
North Carolina
$277M -$7.15M -3% 2.21% 77% 191 9.95%
RCA
5034
Ranch Capital Advisors
Florida
$277M +$4.99M +2% 0.59% 92.6% 164 12.8%
IIA
5035
ICW Investment Advisors
Arizona
$277M +$1.63M +0.6% 1.1% 50.1% 149 4.03%
IAA
5036
Independence Asset Advisors
Pennsylvania
$277M +$95.2M +52% 0.54% 25 32%
TLA
5037
Tanglewood Legacy Advisors
Texas
$276M +$10.1M +4% 1.02% 61.1% 273 3.66%
FOA
5038
Five Oceans Advisors
California
$276M -$6.57M -2% 0.76% 78.8% 204 11.27%
EFP
5039
Envision Financial Planning
Tennessee
$276M +$11.9M +4% 0.67% 32.1% 52 11.54%
AA
5040
Alta Advisers
United Kingdom
$276M +$406K +0.1% 2.08% 78.9% 217 13.36%
AWMNH
5041
Arcadia Wealth Management (New Hampshire)
New Hampshire
$276M +$7.57M +3% 1.76% 50.2% 69 11.59%
MC
5042
Metavasi Capital
New York
$276M +$30.9M +13% 10% 656% 31 45.16%
RA
5043
RiverPark Advisors
New York
$276M -$71.7M -21% 1.95% 87.5% 173 26.01%
FA
5044
Flagstar Advisors
New York
$276M -$22.5M -8% 0.91% 77.9% 189 14.29%
FCT
5045
Family Capital Trust
Massachusetts
$276M -$30.1M -10% 6.38% 32.3% 90 4.44%
AWA
5046
Adapt Wealth Advisors
Georgia
$276M -$14.6M -5% 1.63% 113 11.5%
LFP
5047
Lakeshore Financial Planning
Michigan
$276M -$4.02M -1% 2.19% 56.8% 93 16.13%
FSCM
5048
First Sabrepoint Capital Management
Texas
$276M +$16.4M +6% 18.2% 218% 40 55%
AAM
5049
Arohi Asset Management
Singapore
$275M -$57.8M -17% 29.5% 7 14.29%
VIA
5050
Victrix Investment Advisors
Florida
$275M +$17.2M +7% 0.4% 114 14.91%