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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
CJM Wealth Advisers
Virginia
$140M -$3.45M -2% 4.35% 71.5% 56 10.71%
TAA
5052
Turiya Advisors Asia
Hong Kong
$140M +$62.8M +81% 8.41% 247% 2 50%
AFM
5053
Abbot Financial Management
Massachusetts
$140M -$25M -15% 6.3% 102% 125 12.8%
NEPPG
5054
New England Professional Planning Group
Rhode Island
$140M -$3.94M -3% 5.8% 59% 40 10%
WAM
5055
WFA Asset Management
Wisconsin
$140M -$2.41M -2% 5.71% 60% 246 12.2%
BFA
5056
Beacon Financial Advisory
Ohio
$140M -$35.6M -20% 5.61% 68.1% 224 18.3%
JAM
5057
JLP Asset Management
New York
$140M -$11M -7% 9.81% 16.1% 22 9.09%
CWA
5058
Clarus Wealth Advisors
Arizona
$140M -$1.89M -1% 4.26% 120 29.17%
DWMG
5059
DB Wealth Management Group
California
$140M -$6.6M -4% 4.57% 19% 296 3.72%
FA
5060
Fortis Advisors
Pennsylvania
$140M -$10.8M -7% 4.9% 72.8% 300 18%
SC
5061
Seldon Capital
California
$140M -$32.9M -19% 1.22% 604% 290 6.21%
G
5062
Greycroft
New York
$140M -$30.4M -18% 15.9% 20% 6 50%
SC
5063
Scholtz & Company
Connecticut
$140M -$22.6M -14% 2.92% 89.2% 58 48.28%
AWM
5064
Act Wealth Management
Texas
$140M -$13M -9% 5.64% 66.7% 43 18.6%
PGDP
5065
Pragma Gestao de Patrimonio
Brazil
$140M +$5.81M +4% 1.01% 75.2% 18 27.78%
LFPWM
5066
Leicht Financial Planning & Wealth Management
New Jersey
$140M -$7.88M -5% 5.72% 46.3% 23 17.39%
HH
5067
HWG Holdings
Texas
$140M 3.94% 156
SFA
5068
Seneca Financial Advisors
New York
$140M -$8.89M -6% 5.68% 47.3% 45 6.67%
AWA
5069
Alta Wealth Advisors
Massachusetts
$140M -$4.59M -3% 3.91% 120% 141 6.38%
WAM
5070
WT Asset Management
Hong Kong
$140M -$35.9M -20% 11.6% 2,788% 7 14.29%
RDFA
5071
Ritter Daniher Financial Advisory
Ohio
$140M -$984K -0.7% 4.59% 56.7% 258 10.85%
CAM
5072
Chou Associates Management
Ontario, Canada
$140M +$85K +0.1% 19.6% 66.4% 20 5%
HM
5073
Heronetta Management
New York
$139M -$3.69M -3% 4.94% 59.7% 24 0%
PBC
5074
Pavion Blue Capital
California
$139M -$8.67M -6% 6.13% 77.6% 92 6.52%
LFP
5075
Leeward Financial Partners
Washington
$139M -$6.24M -4% 5.09% 83% 69 10.14%