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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
BM
5401
Bridger Management
New York
$200M +$5.58M +3% 8.3% 98.3% 34 32.35%
LWM
5402
Lodestone Wealth Management
Washington
$200M +$10.1M +5% 5.75% 81.1% 157 12.1%
ORC
5403
O'Rourke & Company
Massachusetts
$200M +$22.2M +12% 8.48% 62.4% 152 9.21%
EL
5404
EQ LLC
Washington
$200M +$32.8M +20% 5.96% 72.9% 64 25%
SIAG
5405
Signet Investment Advisory Group
Rhode Island
$200M +$13.3M +7% 8.04% 59.6% 72 8.33%
TWA
5406
Trellis Wealth Advisors
California
$200M +$17.6M +10% 5.89% 57.2% 31 6.45%
GCA
5407
GSI Capital Advisors
California
$200M +$30.3M +18% 15.7% 25.4% 35 34.29%
PWIA
5408
Porter White Investment Advisors
Alabama
$200M +$13M +7% 6.67% 55.8% 33 3.03%
BCA
5409
Ballentine Capital Advisors
South Carolina
$199M +$11.3M +6% 5.95% 30 6.67%
JCM
5410
JS Capital Management
New York
$199M +$3.05M +2% 1.56% 16.3% 1 0%
PF
5411
Parker Financial
Washington
$199M +$15.8M +9% 5.8% 37.1% 43 20.93%
QCIG
5412
Quad-Cities Investment Group
Iowa
$199M +$18.5M +10% 6.43% 61% 189 9.52%
IFO
5413
Independent Family Office
New York
$199M +$23.9M +14% 7.69% 66.8% 76 15.79%
PHM
5414
Prospect Hill Management
New Jersey
$199M +$17M +9% 10.7% 93.9% 17 17.65%
TWM
5415
Trueblood Wealth Management
Ohio
$199M +$22M +12% 8.46% 236 9.75%
PCM
5416
Peirce Capital Management
Texas
$199M +$10.3M +5% 6.54% 37 5.41%
TWM
5417
TCFG Wealth Management
California
$199M 5.4% 222
CW
5418
Cook Wealth
North Carolina
$199M +$14M +8% 6.24% 7.36% 57 7.02%
WIA
5419
Wetzel Investment Advisors
Indiana
$199M +$24M +14% 5.7% 953 87.72%
OCP
5420
Oakcliff Capital Partners
New York
$199M +$11.9M +6% 15.2% 119% 10 10%
AFM
5421
Abbot Financial Management
Massachusetts
$199M +$12M +6% 5.96% 80.5% 128 1.56%
RF
5422
RHS Financial
California
$199M +$35.2M +22% 5.8% 47.5% 138 46.38%
LFPWM
5423
Leicht Financial Planning & Wealth Management
New Jersey
$199M +$10.9M +6% 5.71% 46.3% 20 10%
HAFS
5424
Hapanowicz & Associates Financial Services
Pennsylvania
$199M +$23.5M +13% 6.56% 58.5% 32 15.63%
RF
5425
Robbins Farley
New Hampshire
$199M +$10.4M +6% 5.22% 98.2% 172 12.79%