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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
CCA
5376
Cora Capital Advisors
New Jersey
$150M +$16.2M +12% 6.82% 70.5% 98 13.27%
TWA
5377
Trellis Wealth Advisors
California
$150M +$14.3M +11% 6.23% 57.2% 32 9.38%
CASB
5378
Cape Ann Savings Bank
Massachusetts
$150M +$7.76M +5% 5.4% 59.5% 85 9.41%
SCM
5379
Solas Capital Management
Connecticut
$150M -$37M -20% 4.17% 41.5% 27 25.93%
LFASL
5380
Lugano Financial Advisors SA (LFA)
Switzerland
$150M +$18.1M +14% 2.54% 44.9% 177 41.81%
HFCII
5381
H&F Corporate Investors IX
California
$150M +$9.45M +7% 6.71% 53.7% 1 0%
OCP
5382
Oakcliff Capital Partners
New York
$150M +$6.6M +5% 6.18% 119% 9 11.11%
LAI
5383
Legal Advantage Investments
California
$150M +$13.8M +10% 11.2% 105% 98 13.27%
IAG
5384
Investmark Advisory Group
Connecticut
$150M +$13.8M +10% 4.44% 53.2% 109 11.93%
NVCHI
5385
New Vernon Capital Holdings II
New Jersey
$150M +$14M +10% 4.46% 78.2% 91 28.57%
UAM
5386
Unison Asset Management
Florida
$150M +$17.9M +14% 12.9% 84% 34 5.88%
SGL
5387
Sonic GP LLC
Hawaii
$150M +$18.9M +14% 6.16% 26 11.54%
LB
5388
Legacy Bridge
Iowa
$150M +$6.47M +5% 5.91% 149% 298 3.36%
FF
5389
Friedenthal Financial
New Jersey
$150M +$7.58M +5% 8.28% 111% 148 59.46%
ACM
5390
Adalta Capital Management
New York
$150M +$6.63M +5% 7.01% 66.3% 90 14.44%
HAFS
5391
Hapanowicz & Associates Financial Services
Pennsylvania
$150M +$4.6M +3% 6.08% 51.1% 33 12.12%
SWP
5392
ShoreHaven Wealth Partners
New Jersey
$149M +$6.94M +5% 4.28% 63.8% 76 15.79%
IIA
5393
Integral Investment Advisors
California
$149M +$9.68M +7% 6% 60% 83 14.46%
GA
5394
Gagnon Advisors
New York
$149M +$470K +0.3% 2.19% 78.2% 29 3.45%
JPLA
5395
Joseph P. Lucia & Associates
New York
$149M +$5.81M +4% 6.55% 58.2% 121 4.96%
WMWM
5396
Whitaker-Myers Wealth Managers
Ohio
$149M +$20.1M +16% 5.69% 69.5% 74 12.16%
CWMU
5397
Caliber Wealth Management (Utah)
Utah
$149M +$15.7M +12% 9.64% 36.5% 66 25.76%
NRW
5398
Nova R Wealth
Kansas
$149M +$1.4M +0.9% 5.5% 54.5% 79 27.85%
GL
5399
GHE LLC
Tennessee
$149M +$22.3M +18% 21.3% 212% 55 0%
PC
5400
Prairiewood Capital
North Dakota
$149M +$1.57M +1% 1.77% 43% 79 16.46%