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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
FOA
5051
Five Oceans Advisors
California
$283M +$11.2M +4% 2.92% 78.8% 205 14.15%
SIM
5052
Sims Investment Management
Ohio
$283M +$6.56M +2% 1.72% 45 11.11%
PSAMP
5053
P. Schoenfeld Asset Management (PSAM)
New York
$283M -$251M -47% 11.3% 270% 56 51.79%
SAS
5054
Stelac Advisory Services
New York
$283M -$6.49M -2% 6.12% 64.9% 123 18.7%
SC
5055
Sawyer & Company
Massachusetts
$283M +$17.8M +7% 3.91% 97.4% 207 10.14%
SN
5056
Sittner & Nelson
Oregon
$283M +$7.43M +3% 3.97% 79% 545 13.76%
RAM
5057
RJA Asset Management
Connecticut
$283M +$19.9M +8% 7.87% 80.2% 3 0%
SIM
5058
Synergy Investment Management
Florida
$283M +$20.7M +8% 2.08% 138 13.04%
EWP
5059
Elevation Wealth Partners
California
$282M +$4.7M +2% 2.7% 63.7% 1,042 24.66%
CW
5060
Curio Wealth
Maryland
$282M +$38.5M +16% 1.35% 495 48.08%
DWM
5061
Denver Wealth Management
Colorado
$282M +$10.8M +4% 2.08% 50% 96 9.38%
BKA
5062
Brick & Kyle Associates
Pennsylvania
$282M +$11.2M +4% 3.75% 82.3% 62 8.06%
CC
5063
Carlson Capital
Texas
$282M +$11.1M +4% 16.6% 72.5% 100 67%
GDS
5064
Gimbel Daniel Scott
$282M -$52.7M -16% 15.7% 141% 2 0%
SIC
5065
Samalin Investment Counsel
New York
$282M -$8.66M -3% 1.42% 62.8% 344 13.95%
TIM
5066
Timelo Investment Management
Ontario, Canada
$282M +$15.1M +6% 5.87% 123% 59 54.24%
LAM
5067
Lountzis Asset Management
Pennsylvania
$282M -$24.7M -8% 1.79% 144% 53 1.89%
SAM
5068
Sagewood Asset Management
New York
$282M 3.15% 264
NAG
5069
Northstar Advisory Group
New Jersey
$282M +$36.5M +15% 3.74% 141% 131 30.53%
LCC
5070
Lincoln Capital Corp
Rhode Island
$282M +$3.44M +1% 3.78% 73.9% 99 16.16%
CIA
5071
Corigliano Investment Advisers
North Carolina
$281M -$28.6M -9% 0.89% 63 65.08%
ARC
5072
Advisor Resource Council
Texas
$281M +$207M +280% 3.78% 74.7% 234 83.33%
DK
5073
David Kennon
Florida
$281M +$3.52M +1% 1.73% 46.9% 38 5.26%
BIC
5074
B&I Capital
Switzerland
$281M -$7.68M -3% 0.84% 15.9% 32 31.25%
APU
5075
Acasta Partners UK
$281M 1.2% 19