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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
SIC
5276
Samalin Investment Counsel
New York
$165M -$1.6M -1% 1.83% 62.8% 273 16.12%
MWM
5277
Midwest Wealth Management
Indiana
$165M +$4.88M +3% 0.54% 104 12.5%
GB
5278
Goepper Burkhardt
South Carolina
$165M -$3.54M -2% 4.35% 50.4% 73 15.07%
PWM
5279
Provident Wealth Management
Tennessee
$165M +$12.4M +8% 3.46% 53.3% 107 28.04%
FLC
5280
Fifth Lane Capital
Texas
$165M -$5.79M -3% 0.43% 80.4% 459 65.36%
SFA
5281
Seneca Financial Advisors
New York
$165M -$4.35M -3% 4.89% 47.3% 51 19.61%
IAG
5282
Investment Advisory Group
Massachusetts
$165M +$8.39M +5% 3.88% 61.6% 133 10.53%
AIA
5283
Arcadia Investment Advisors
Idaho
$165M -$31M -16% 4.82% 51.4% 115 1.74%
JPLA
5284
Joseph P. Lucia & Associates
New York
$164M +$7.08M +5% 4.99% 74.3% 483 72.46%
JAMONY
5285
Jacob Asset Management of New York
California
$164M -$59.6M -27% 14% 22.7% 79 11.39%
CIA
5286
Cascade Investment Advisors
Oregon
$164M -$6.5M -4% 0.89% 71.4% 277 13.72%
SA
5287
SFI Advisors
New Jersey
$164M +$50.9M +45% 10.1% 82.9% 72 20.83%
BIP
5288
Bouvel Investment Partners
Pennsylvania
$164M -$14.3M -8% 5.95% 187% 67 4.48%
HLCM
5289
Hickory Lane Capital Management
New York
$164M -$24.2M -13% 3.73% 42 30.95%
OCM
5290
Orser Capital Management
Texas
$164M -$34.4M -17% 5.29% 122% 105 31.43%
AC
5291
Aristides Capital
Kentucky
$164M -$54.6M -25% 3.27% 126% 337 62.91%
RCA
5292
Rex Capital Advisors
Rhode Island
$164M -$26.3M -14% 7.06% 7.31% 25 8%
AWM
5293
Aevitas Wealth Management
Massachusetts
$164M -$4.35M -3% 0.53% 36.4% 128 14.06%
SRA
5294
Summit Rock Advisors
New York
$163M -$3.94M -2% 24% 10 40%
NIP
5295
Norwood Investment Partners
California
$163M -$20M -11% 10.3% 25.2% 12 41.67%
CA
5296
Corrado Advisors
New Jersey
$163M -$3.63M -2% 4.62% 64% 118 21.19%
CPWA
5297
Cerro Pacific Wealth Advisors
California
$163M +$5.54M +4% 4.54% 123 6.5%
LAIC
5298
Lederer & Associates Investment Counsel
California
$163M -$9.17M -5% 3.54% 75.5% 90 2.22%
QGA
5299
Q Global Advisors
Texas
$163M -$273M -63% 7.46% 79% 448 49.11%
BAM
5300
Bellevue Asset Management
Washington
$163M -$6.64M -4% 5.84% 56.7% 588 13.1%