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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
RF
5376
RHS Financial
California
$143M +$6.85M +5% 2.78% 47.5% 101 14.85%
IIA
5377
Integral Investment Advisors
California
$143M -$6.43M -4% 2.4% 60% 80 11.25%
JPLA
5378
Joseph P. Lucia & Associates
New York
$143M -$6.36M -4% 3.84% 58.2% 118 8.47%
MA
5379
Minerva Advisors
Pennsylvania
$143M -$1.49M -1% 6.56% 149% 68 13.24%
CFS
5380
CGC Financial Services
Oregon
$143M -$10.8M -7% 3.17% 41.1% 369 11.11%
GCA
5381
GSI Capital Advisors
California
$143M -$20.6M -13% 6.75% 25.4% 34 38.24%
SCM
5382
Solas Capital Management
Connecticut
$143M -$7.34M -5% 7.4% 41.5% 22 18.18%
RCA
5383
Ranch Capital Advisors
Florida
$143M +$911K +0.6% 2.51% 82% 146 4.11%
CWM
5384
Chronos Wealth Management
Florida
$143M -$1.65M -1% 1.43% 86.4% 37 5.41%
LWM
5385
Lodestone Wealth Management
Washington
$143M -$3.13M -2% 1.2% 81.1% 135 11.11%
CWA
5386
Consilium Wealth Advisory
Texas
$143M -$1.48M -1% 2.44% 91.5% 86 9.3%
BC
5387
Bridgefront Capital
Texas
$143M -$42.1M -23% 5.2% 38.1% 662 79.61%
CASB
5388
Cape Ann Savings Bank
Massachusetts
$143M -$7.71M -5% 3.68% 59.5% 87 11.49%
RWP
5389
Ridgecrest Wealth Partners
California
$143M -$8.68M -6% 2.61% 78.6% 105 9.52%
GIS
5390
Graphene Investments SAS
France
$143M -$9.1M -6% 3.49% 86.5% 49 16.33%
RDIA
5391
RE Dickinson Investment Advisors
Iowa
$143M -$130M -48% 3.88% 2.24% 449 45.88%
FZCM
5392
Flynn Zito Capital Management
New York
$143M -$5.56M -4% 3.95% 97.3% 76 7.89%
DCM
5393
Dudley Capital Management
Virginia
$142M -$6.25M -4% 2.19% 110% 118 9.32%
MWA
5394
Moser Wealth Advisors
Washington
$142M -$6.13M -4% 3.45% 136 7.35%
BCM
5395
Brightlight Capital Management
Connecticut
$142M +$19.9M +16% 15.7% 202% 11 27.27%
TVWM
5396
Tower View Wealth Management
Wisconsin
$142M -$5.07M -3% 1.02% 132% 195 13.85%
EA
5397
Eudaimonia Advisors
Tennessee
$142M -$6.64M -4% 3.64% 152 11.84%
CG
5398
Castellan Group
Kentucky
$142M -$14.2M -9% 2.84% 196% 69 23.19%
GFL
5399
Granite FO LLC
New Hampshire
$142M -$4.01M -3% 1.36% 111% 173 7.51%
CCM
5400
Cox Capital Management
Massachusetts
$142M +$6.54M +5% 3.06% 95.3% 92 25%