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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
BFA
5051
Brendel Financial Advisors
New Hampshire
$193M +$109M +130% 12.7% 126% 120 65%
TWM
5052
Triton Wealth Management
Arizona
$193M -$16.9M -8% 12.4% 110 15.45%
SL
5053
SIB LLC
New York
$193M +$11.7M +6% 9.84% 29.2% 20 5%
SCM
5054
Salem Capital Management
Massachusetts
$193M +$10.2M +6% 10.2% 32.3% 73 5.48%
JWM
5055
Jupiter Wealth Management
Colorado
$193M -$19.3M -9% 10.1% 99.2% 99 18.18%
NCM
5056
New Capital Management
Texas
$192M +$10.7M +6% 9.14% 49.4% 43 4.65%
LHA
5057
Little Harbor Advisors
Massachusetts
$192M 10.7% 59% 1
WFA
5058
Wade Financial Advisory
California
$192M +$15.1M +9% 5.84% 15.9% 73 2.74%
CC
5059
Codex Capital
New York
$192M +$5.96M +3% 8.67% 84.4% 46 21.74%
BA
5060
Bennicas & Associates
California
$192M +$14.5M +8% 8.97% 40.3% 102 3.92%
IPW
5061
IronBridge Private Wealth
Texas
$192M +$6.01M +3% 17.4% 122% 341 24.63%
AEPBI
5062
AH Equity Partners Bio II
California
$192M 30.4% 4
LB
5063
Legacy Bridge
Iowa
$192M +$18.5M +11% 9.9% 225% 314 4.78%
EW
5064
Emerson Wealth
Michigan
$192M +$12.6M +7% 7.61% 18.1% 54 29.63%
CWM
5065
CCG Wealth Management
California
$192M +$19.2M +11% 9.34% 82.6% 123 34.96%
CWM
5066
Concentrum Wealth Management
California
$192M +$32.6M +20% 8.59% 174% 67 23.88%
CAM
5067
Chou Associates Management
Ontario, Canada
$191M -$16M -8% 13.1% 66.4% 19 0%
AWA
5068
Aquire Wealth Advisors
Utah
$191M 4.89% 54.1% 275
MAG
5069
Mass Ave Global
New York
$191M 2.07% 27
LCH
5070
Lee Capital Holdings
New York
$191M +$294K +0.2% 3.88% 34.4% 83 54.22%
WG
5071
Watchman Group
Texas
$191M +$35.6M +23% 10.9% 52.9% 82 18.29%
RH
5072
RFG Holdings
Texas
$191M +$18.1M +10% 4.89% 72.3% 36 30.56%
SFPG
5073
Stonebridge Financial Planning Group
Florida
$191M -$13.8M -7% 9.02% 67.2% 432 9.26%
WFC
5074
Western Financial Corp
California
$191M +$22M +13% 8.51% 260% 93 12.9%
OFS
5075
Oldfather Financial Services
Nebraska
$190M -$4.13M -2% 7.68% 60.8% 65 6.15%