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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
LA
5501
Latitude Advisors
Florida
$144M +$5.43M +4% 6.11% 60.2% 198 27.27%
WF
5502
Wayfinding Financial
Washington
$144M +$12.4M +9% 7.54% 58.7% 124 23.39%
BCM
5503
Beaumont Capital Management
Massachusetts
$144M +$35.7K +0% 4.6% 40.9% 46 36.96%
BCP
5504
Blackhawk Capital Partners
Wisconsin
$144M +$7.18M +5% 6.57% 87.2% 94 22.34%
HFP
5505
Holistic Financial Partners
Indiana
$144M +$16.1M +13% 12.2% 95.7% 114 10.53%
NCM
5506
NCM Capital Management
New Jersey
$144M +$10.1M +8% 5.38% 83.6% 156 7.05%
AA
5507
AJ Advisors
Tennessee
$144M +$7.59M +6% 5.3% 59.8% 37 8.11%
CCM
5508
Crestwood Capital Management
New York
$144M +$11.2M +8% 10.7% 129% 14 21.43%
AF
5509
Aegis Financial
Virginia
$144M +$14.8M +11% 2.57% 257% 31 12.9%
RWRC
5510
R.W. Roge & Company
New York
$144M -$12.5M -8% 6.57% 57.7% 46 10.87%
EW
5511
Element Wealth
Mississippi
$144M +$9.58M +7% 3.93% 44.8% 234 13.25%
ASBI
5512
American State Bank (Iowa)
Iowa
$144M +$6.51M +5% 7.37% 138% 332 1.51%
LC
5513
Littlejohn & Co
Connecticut
$144M -$23.6M -14% 3.27% 43.7% 65 26.15%
CWM
5514
Castle Wealth Management
Florida
$143M +$14.2M +11% 6% 48.6% 116 12.07%
BA
5515
Bluesphere Advisors
Pennsylvania
$143M +$22.7M +19% 9.83% 81.4% 87 11.49%
AL
5516
ADE LLC
Maryland
$143M +$3.83M +3% 3.6% 40% 86 8.14%
DWM
5517
Denver Wealth Management
Colorado
$143M -$685K -0.5% 6.15% 50% 83 18.07%
BWM
5518
Birchcreek Wealth Management
Ohio
$143M +$16.9M +13% 6.06% 54.9% 143 18.18%
AFT
5519
Alpha Family Trust
California
$143M +$17M +13% 15.9% 142% 136 20.59%
CWM
5520
Cherrydale Wealth Management
New Jersey
$143M +$11.2M +9% 7.28% 72% 43 18.6%
OFG
5521
OTA Financial Group
New York
$143M +$29.6M +26% 1.52% 320% 49 91.84%
JRCM
5522
Jones Road Capital Management
New York
$143M +$5.14M +4% 5.8% 82.5% 46 30.43%
PCM
5523
Palouse Capital Management
Washington
$143M -$5.26M -4% 2.38% 67.8% 75 10.67%
FWS
5524
FinDec Wealth Services
California
$143M +$10.7M +8% 4.09% 40.4% 45 4.44%
CA
5525
Corrado Advisors
New Jersey
$143M -$7.51M -5% 2.19% 45.6% 118 27.97%