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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
PWA
5501
Providence Wealth Advisors
Illinois
$135M +$772K +0.6% 2.47% 98.7% 96 4.17%
PP
5502
Patron Partners
Texas
$135M +$2.12M +2% 4.56% 69.3% 177 10.73%
FCMV
5503
Foresite Capital Management V
California
$135M +$6.52M +5% 24.3% 357% 11 0%
IOOF
5504
Independent Order of Foresters
Ontario, Canada
$135M +$10.5M +8% 6.52% 54.8% 17 23.53%
TIMH
5505
Tilt Investment Management Holdings
New York
$135M +$17.3M +15% 9.16% 151 9.27%
BFA
5506
Brendel Financial Advisors
New Hampshire
$135M +$85.3M +171% 3.47% 110% 87 63.22%
AFG
5507
Affinia Financial Group
Massachusetts
$135M +$17.5M +15% 6.52% 37.5% 35 17.14%
MFIMFI
5508
Mesirow Financial Investment Management - Fixed Income
Illinois
$135M +$71.4M +112% 3.23% 26.9% 12 16.67%
SCA
5509
Southern Capital Advisors
Tennessee
$135M +$5.85M +5% 6.15% 58.2% 87 31.03%
RC
5510
Renaissance Capital
Connecticut
$135M +$6.88M +5% 24% 248% 93 11.83%
PPL
5511
PATRIZIA Pty Ltd
Australia
$135M +$898K +0.7% 3.41% 16 0%
GCGDR
5512
Geo Capital Gestora de Recursos
Brazil
$135M +$9.79M +8% 10.7% 30.7% 40 2.5%
WW
5513
Windle Wealth
Oklahoma
$135M +$6.77M +5% 5.16% 70.5% 29 3.45%
CA
5514
Claris Advisors
Missouri
$135M +$29.4M +28% 4.11% 65.7% 53 32.08%
CWM
5515
Concentrum Wealth Management
California
$135M +$23M +21% 36.7% 145% 63 14.29%
VCS
5516
Vaughan & Co Securities
New Jersey
$135M +$9.28M +7% 5.34% 50.9% 56 10.71%
RWA
5517
Rooted Wealth Advisors
Illinois
$135M +$15.6M +13% 4.97% 50.8% 91 29.67%
PSC
5518
Prentiss Smith & Co
Vermont
$135M +$24.4M +22% 3.12% 55.2% 70 20%
RGMC
5519
Revolution Growth Management Company
District of Columbia
$135M +$10.5M +8% 9.76% 23.5% 3 0%
GCM
5520
Gunderson Capital Management
South Carolina
$135M +$79.9M +146% 25.6% 947% 57 78.95%
TA
5521
Tactive Advisors
Florida
$135M -$18.4M -12% 13.2% 74 71.62%
EL
5522
EWA LLC
Pennsylvania
$135M 5.02% 102% 84
PD
5523
Planning Directions
Pennsylvania
$135M +$3.5M +3% 3.06% 36.4% 77 14.29%
CCA
5524
Cora Capital Advisors
New Jersey
$134M -$11.1M -8% 6.31% 70.5% 95 23.16%
HMCP
5525
Hook Mill Capital Partners
New York
$134M +$16M +14% 14.8% 148% 37 43.24%