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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
CWA
5051
Carolina Wealth Advisors
South Carolina
$151M +$2.61M +2% 0.53% 57.5% 308 13.96%
SFA
5052
Seneca Financial Advisors
New York
$151M -$1.85M -1% 1.18% 40.2% 41 2.44%
PHAM
5053
Portland Hill Asset Management
United Kingdom
$151M -$18.5M -11% 6.18% 30.2% 45 35.56%
CWAF
5054
Core Wealth Advisors (Florida)
Florida
$151M +$843K +0.6% 0.71% 48.8% 211 22.27%
FFA
5055
Fi3 Financial Advisors
Indiana
$151M +$4.85M +3% 5.24% 66% 45 6.67%
CMBA
5056
C.M. Bidwell & Associates
Hawaii
$151M -$2.01M -1% 0.56% 59.8% 642 25.7%
GC
5057
Greencape Capital
Australia
$151M +$57.9M +62% 6.98% 98.1% 2 0%
FFC
5058
First Financial Corp
Indiana
$151M +$161K +0.1% 0.76% 88.3% 357 5.32%
SSCM
5059
Summit Street Capital Management
New York
$150M -$5.67M -4% 3.86% 144% 32 0%
WWM
5060
WJ Wealth Management
Arizona
$150M +$118M +366% 0.18% 73.3% 57 31.58%
IACCGIA
5061
IDG-Accel China Capital GP II Associates
Hong Kong
$150M -$28.5M -16% 15.8% 2 0%
CCIA
5062
Cherry Creek Investment Advisors
Colorado
$150M -$1.99M -1% 0.13% 123% 121 15.7%
MA
5063
Mosaic Advisors
Texas
$150M -$3.18M -2% 0.85% 39.8% 46 28.26%
AWM
5064
Activest Wealth Management
Florida
$150M +$17.1M +13% 0.94% 105% 417 27.58%
HFS
5065
HBC Financial Services
Washington
$150M +$2.06M +1% 0.67% 12.6% 203 11.82%
SIS
5066
SVB Investment Services
Utah
$150M +$24K +0% 1.02% 38 5.26%
BRC
5067
BHF RG Capital
Arizona
$150M +$3.05M +2% 0.65% 33 30.3%
OCP
5068
OCO Capital Partners
New York
$150M +$6.14M +4% 8.35% 484% 3 0%
FA
5069
Financial Avengers
California
$150M +$1.94M +1% 0.22% 117% 161 3.73%
QT
5070
Quantamental Technologies
New York
$150M +$36.5M +32% 3.11% 24.2% 425 78.59%
TFA
5071
Trinity Financial Advisors
Ohio
$149M +$6.69M +5% 1.38% 69.5% 55 9.09%
LAI
5072
Legal Advantage Investments
California
$149M +$3.06M +2% 0.93% 105% 82 10.98%
MFP
5073
Meridian Financial Partners
Virginia
$149M +$2.6M +2% 0.73% 73.1% 82 9.76%
FNBOSM
5074
First National Bank of South Miami
Florida
$149M +$2.36M +2% 0.73% 35.2% 344 4.65%
BDS
5075
Banco de Sabadell
Florida
$149M -$1.41M -0.9% 1.54% 66% 129 32.56%