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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
WM
5501
Whitford Management
New York
$178M -$76.9M -30% 9.19% 62.5% 24 20.83%
CIA
5502
Citadel Investment Advisory
Ohio
$178M +$14.2M +9% 10.5% 67.4% 83 2.41%
CPSC
5503
Carl P. Sherr & Co
Massachusetts
$177M +$12.1M +7% 9.83% 61.4% 124 9.68%
CA
5504
CV Advisors
Florida
$177M +$28.8M +19% 13.5% 98.9% 23 8.7%
NECFA
5505
New England Capital Financial Advisors
Connecticut
$177M +$10.8M +7% 8.33% 55.6% 422 11.14%
DJC
5506
Daily Journal Corp
California
$177M -$7.91M -4% 13.2% 108% 4 0%
SIF
5507
State Insurance Fund
New York
$177M +$16M +10% 9.93% 1 0%
CC
5508
Constitution Capital
Connecticut
$177M +$11.3M +7% 10.1% 70.2% 68 19.12%
CRI
5509
Colonial River Investments
Virginia
$177M +$8.81M +5% 11.5% 144% 221 32.13%
PIM
5510
Profit Investment Management
Maryland
$177M +$2.36M +1% 20.9% 101% 82 8.54%
FAG
5511
Fortitude Advisory Group
Washington
$177M +$12.3M +7% 13.5% 131% 240 15.83%
TWA
5512
Trellis Wealth Advisors
California
$177M -$7.17M -4% 6.24% 57.2% 36 33.33%
BCM
5513
Brightlight Capital Management
Connecticut
$177M +$38.3M +28% 22.5% 202% 14 42.86%
OPL
5514
Orland Properties Ltd
British Virgin Islands
$177M -$27.9M -14% 13.4% 101% 14 14.29%
BCP
5515
BlackBarn Capital Partners
New York
$177M -$99.7M -36% 6.56% 30 50%
CWA
5516
Continuum Wealth Advisors
New York
$177M +$22.7M +15% 6.81% 61.4% 64 21.88%
TRIA
5517
Trail Ridge Investment Advisors
Colorado
$177M +$13.8M +8% 9.1% 68.2% 117 20.51%
5SA
5518
5th Street Advisors
Connecticut
$177M +$15.2M +9% 4.65% 39.2% 34 38.24%
CWA
5519
Clarus Wealth Advisors
Arizona
$177M +$7.55M +4% 7.32% 140 18.57%
FWP
5520
Family Wealth Partners
North Carolina
$176M +$46.9M +36% 7.44% 42 7.14%
MAG
5521
Members Advisory Group
New York
$176M +$6.65M +4% 4.04% 70.6% 28 35.71%
BCM
5522
Banyan Capital Management
Georgia
$176M +$13.3M +8% 11.8% 52.7% 20 10%
CCC
5523
Chelsea Counsel Company
California
$176M -$12.1M -6% 6.34% 94.6% 190 21.58%
TCM
5524
Tandem Capital Management
New Jersey
$176M +$15.2M +9% 11.3% 83.8% 117 11.97%
BAM
5525
Bellevue Asset Management
Washington
$176M +$63M +56% 7.6% 51% 469 6.18%