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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
$159M +$31.4M +25% 10.4% 57.5% 269 11.15%
1CP
5052
11 Capital Partners
Connecticut
$159M -$57.8M -27% 3.94% 101% 14 21.43%
HM
5053
Heronetta Management
New York
$159M +$19.1M +14% 9.17% 59.7% 28 17.86%
MMFA
5054
Main Management Fund Advisors
California
$159M +$19.3M +14% 7.63% 80% 11 54.55%
SSCM
5055
Summit Street Capital Management
New York
$158M +$14.3M +10% 14.7% 217% 30 0%
AWM
5056
Arista Wealth Management
Nevada
$158M 5.83% 60.1% 64
SC
5057
Steph & Co
Wisconsin
$158M +$15M +10% 8.23% 56.8% 253 12.25%
SCM
5058
Stevens Capital Management
Pennsylvania
$158M +$2.28M +1% 8.74% 108% 189 66.67%
AWM
5059
Act Wealth Management
Texas
$158M +$18.4M +13% 9.65% 66.7% 44 20.45%
SIC
5060
Samalin Investment Counsel
New York
$158M +$21.9M +16% 8.13% 62.8% 270 21.85%
BMWM
5061
Brown Miller Wealth Management
Virginia
$158M +$17.2M +12% 9.85% 102% 125 15.2%
CI
5062
Ceera Investments
Texas
$158M +$7.56M +5% 4.38% 47.9% 78 19.23%
SFA
5063
Seneca Financial Advisors
New York
$158M +$18.3M +13% 8.37% 47.3% 51 17.65%
APSI
5064
Asset Planning Services Inc
Louisiana
$158M +$15.6M +11% 12% 117% 35 0%
PWA
5065
PCG Wealth Advisors
Kansas
$158M -$123M -44% 10% 87% 155 41.29%
RCM
5066
Rivermont Capital Management
New York
$158M 14.5% 555% 18
QPW
5067
Quantum Private Wealth
Florida
$158M -$2.37M -1% 5.18% 219% 199 15.58%
EFIC
5068
Eliot Finkel Investment Counsel
California
$158M +$22.6M +17% 15.9% 88.9% 31 6.45%
AC
5069
AMANSA Capital
Singapore
$158M 1.61% 115% 2
RCC
5070
Red Cedar Capital
Nebraska
$158M +$12.8M +9% 13.7% 43% 193 1.04%
JWM
5071
Jessup Wealth Management
Ohio
$158M 10.1% 164% 59
ATIA
5072
American Trust Investment Advisors
New Hampshire
$158M +$1.87M +1% 9.09% 91% 82 13.41%
TWA
5073
Tandem Wealth Advisors
Arizona
$157M 6.95% 43.1% 83
SC
5074
Schiavi & Co
Delaware
$157M +$19.3M +14% 11% 41.4% 21 28.57%
AA
5075
AF Advisors
California
$157M -$1.21K -0% 43.8% 76.5% 15 0%