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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
JPLA
5501
Joseph P. Lucia & Associates
New York
$143M -$6.36M -4% 3.84% 74.3% 118 8.47%
MA
5502
Minerva Advisors
Pennsylvania
$143M -$1.49M -1% 6.56% 166% 68 13.24%
CFS
5503
CGC Financial Services
Oregon
$143M -$10.8M -7% 3.17% 41.1% 369 11.11%
GCA
5504
GSI Capital Advisors
California
$143M -$20.6M -13% 6.75% 39.7% 34 38.24%
SCM
5505
Solas Capital Management
Connecticut
$143M -$7.34M -5% 7.4% 62.5% 22 18.18%
RCA
5506
Ranch Capital Advisors
Florida
$143M +$911K +0.6% 2.51% 92.6% 146 4.11%
CWM
5507
Chronos Wealth Management
Florida
$143M -$1.65M -1% 1.43% 86.4% 37 5.41%
LWM
5508
Lodestone Wealth Management
Washington
$143M -$3.13M -2% 1.2% 81.1% 135 11.11%
CWA
5509
Consilium Wealth Advisory
Texas
$143M -$1.48M -1% 2.44% 118% 86 9.3%
BC
5510
Bridgefront Capital
Texas
$143M -$42.1M -23% 5.2% 52.1% 662 79.61%
CASB
5511
Cape Ann Savings Bank
Massachusetts
$143M -$7.71M -5% 3.68% 72.7% 87 11.49%
CAM
5512
CPA Asset Management
Florida
$143M +$3.41M +2% 3.25% 48.8% 72 9.72%
RWP
5513
Ridgecrest Wealth Partners
California
$143M -$8.68M -6% 2.61% 89.7% 105 9.52%
GIS
5514
Graphene Investments SAS
France
$143M -$9.1M -6% 3.49% 86.5% 49 16.33%
RDIA
5515
RE Dickinson Investment Advisors
Iowa
$143M -$130M -48% 3.88% 2.24% 449 45.88%
FZCM
5516
Flynn Zito Capital Management
New York
$143M -$5.56M -4% 3.95% 97.3% 76 7.89%
DCM
5517
Dudley Capital Management
Virginia
$142M -$6.25M -4% 2.19% 110% 118 9.32%
MWA
5518
Moser Wealth Advisors
Washington
$142M -$6.13M -4% 3.45% 136 7.35%
BCM
5519
Brightlight Capital Management
Connecticut
$142M +$19.9M +16% 15.7% 202% 11 27.27%
TVWM
5520
Tower View Wealth Management
Wisconsin
$142M -$5.07M -3% 1.02% 132% 195 13.85%
EA
5521
Eudaimonia Advisors
Tennessee
$142M -$6.64M -4% 3.64% 152 11.84%
CG
5522
Castellan Group
Kentucky
$142M -$14.2M -9% 2.84% 196% 69 23.19%
GFL
5523
Granite FO LLC
New Hampshire
$142M -$4.01M -3% 1.36% 111% 173 7.51%
CCM
5524
Cox Capital Management
Massachusetts
$142M +$6.54M +5% 3.06% 95.3% 92 25%
WAOI
5525
Wealth Advisors of Iowa
Iowa
$142M +$3.89M +3% 2.47% 60.9% 63 12.7%