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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
PWM
5126
Pacific Wealth Management
California
$156M +$19.7M +14% 2.76% 37.5% 32 31.25%
EPCA
5127
Elizabeth Park Capital Advisors
Ohio
$156M -$67.9M -30% 14.9% 77.8% 60 18.33%
FCAG
5128
First Capital Advisors Group
New Jersey
$156M +$8.12M +6% 7.22% 248 21.37%
RWM
5129
Ruedi Wealth Management
Illinois
$156M +$13.9M +10% 4.64% 39.4% 282 19.5%
SFA
5130
Seneca Financial Advisors
New York
$156M -$2.44M -2% 3.96% 47.3% 58 22.41%
HP
5131
Hartree Partners
New York
$156M +$38.3M +33% 2.55% 163% 68 41.18%
GCM
5132
GoodHaven Capital Management
New Jersey
$155M +$6.71M +5% 9.52% 87.7% 29 6.9%
AFWM
5133
AMJ Financial Wealth Management
Virginia
$155M -$13.6M -8% 6.35% 150% 72 44.44%
MCM
5134
Maytus Capital Management
New York
$155M +$66.7M +75% 32% 267% 64 70.31%
BCM
5135
Birch Capital Management
Texas
$155M +$10M +7% 8.14% 48.4% 107 8.41%
CW
5136
Channel Wealth
California
$155M 9.88% 50.2% 202
SCP
5137
Silverleafe Capital Partners
Tennessee
$155M +$3.76M +2% 6.09% 82.8% 61 14.75%
AA
5138
ACT Advisors
North Carolina
$155M -$1.97M -1% 7.83% 69.8% 38 34.21%
WCA
5139
Whetstone Capital Advisors
Kansas
$155M +$39.8M +34% 15.7% 201% 40 25%
BSC
5140
Brown Shipley & Co
United Kingdom
$155M 15.3% 101% 121
SFPG
5141
Stonebridge Financial Planning Group
Florida
$155M +$4.71M +3% 6.87% 54.7% 131 12.98%
MC
5142
Matisse Capital
Oregon
$155M +$42.3M +38% 5.44% 52.1% 187 36.36%
SFG
5143
Socha Financial Group
New York
$155M +$13.9M +10% 9.23% 57.3% 27 29.63%
MTIC
5144
Missouri Trust & Investment Company
Missouri
$155M -$11.8M -7% 3.73% 56.9% 373 11.53%
MAG
5145
Members Advisory Group
New York
$155M +$7.57M +5% 4.85% 70.6% 19 5.26%
CLCM
5146
Center Lake Capital Management
Florida
$155M +$87.3M +129% 17.7% 98.3% 9 33.33%
MI
5147
Moneywise Inc
Virginia
$155M +$20.9M +16% 4.06% 58% 51 9.8%
FOA
5148
Five Oceans Advisors
California
$155M +$10.1M +7% 7.03% 78.8% 162 14.2%
MUAMU
5149
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$155M +$11.3M +8% 9.49% 138% 100 31%
AWM
5150
AllSquare Wealth Management
New York
$155M +$8.67M +6% 5.58% 62.4% 568 7.92%