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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
SCA
5226
Southern Capital Advisors
Tennessee
$162M 7.98% 58.2% 81
TWP
5227
Total Wealth Planning
Ohio
$162M -$114M -41% 4.59% 37.2% 47 34.04%
IDBONY
5228
Israel Discount Bank of New York
New York
$162M +$13.9M +9% 5.91% 37.3% 88 5.68%
OWP
5229
Old Well Partners
North Carolina
$162M -$32.1M -17% 10.4% 97.8% 56 55.36%
EWG
5230
Executive Wealth Group
Washington
$162M -$1.84M -1% 4.65% 14.9% 50 6%
AWM
5231
Activest Wealth Management
Florida
$162M +$11.6M +8% 7.79% 105% 435 32.64%
MCA
5232
Martin Capital Advisors
Texas
$162M 11.3% 117% 64
AA
5233
Addison Advisors
Vermont
$162M +$36.9M +30% 7.02% 42.3% 736 37.77%
LI
5234
Latash Investments
Alaska
$162M +$1.42M +0.9% 2.84% 126% 21 0%
SHWM
5235
Silicon Hills Wealth Management
Texas
$162M +$15.7M +11% 6.36% 30.9% 125 16.8%
MA
5236
MBA Advisors
Pennsylvania
$161M +$25.9M +19% 6.94% 50.2% 152 12.5%
KC
5237
Kinloch Capital
Virginia
$161M +$19.7M +14% 8.87% 48.9% 68 13.24%
PAMI
5238
Perseverance Asset Management International
Cayman Islands
$161M -$51.3M -24% 6.56% 68.4% 20 60%
FF
5239
Friedenthal Financial
New Jersey
$161M -$7.85M -5% 4.29% 111% 84 32.14%
WF
5240
Whelan Financial
California
$161M +$51.7M +47% 5.89% 57.9% 20 25%
BSAM
5241
Blue Square Asset Management
New York
$161M +$1.15M +0.7% 7.21% 104% 94 25.53%
CCIA
5242
Cherry Creek Investment Advisors
Colorado
$161M +$10.8M +7% 9.4% 123% 122 19.67%
ACM
5243
Arrow Capital Management
New York
$161M +$18.8M +13% 2.94% 12 41.67%
SW
5244
Signify Wealth
Missouri
$161M +$35.4M +28% 1.72% 36.7% 28 60.71%
HPWA
5245
Hall Private Wealth Advisors
North Carolina
$161M +$4.15M +3% 7.78% 56 26.79%
BFA
5246
Bluestem Financial Advisors
Illinois
$161M +$7.84M +5% 4.54% 39.5% 27 11.11%
APIM
5247
Agate Pass Investment Management
Washington
$161M 8.87% 68% 99
RCM
5248
Robinson Capital Management
Michigan
$161M +$48.9M +44% 0.46% 1.5% 284 58.45%
SIM
5249
Sterling Investment Management
Arizona
$161M +$3.67M +2% 5.12% 44.1% 72 6.94%
SSCM
5250
Summit Street Capital Management
New York
$160M +$9.95M +7% 11.6% 144% 32 0%