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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
C
5526
CEDRUS
Colorado
$161M +$20.8M +15% 9.67% 19.8% 159 18.24%
SPA
5527
Shore Point Advisors
New Jersey
$161M +$23.3M +17% 8.76% 51.4% 57 15.79%
5SA
5528
5th Street Advisors
Connecticut
$161M +$9.95M +7% 8.95% 39.2% 24 8.33%
HI
5529
Harrington Investments
California
$161M +$16.1M +11% 12.9% 92.5% 81 7.41%
TVWM
5530
Tower View Wealth Management
Wisconsin
$161M +$19M +13% 12.1% 132% 192 12.5%
SIAM
5531
Sterling Investment Advisors (Missouri)
Missouri
$161M +$4.43M +3% 7.38% 37.8% 32 3.13%
HAM
5532
Hanwha Asset Management
South Korea
$161M -$8.13M -5% 4.8% 1 0%
BA
5533
Bluesphere Advisors
Pennsylvania
$161M +$22.3M +16% 12.5% 81.4% 94 18.09%
TCM
5534
Tandem Capital Management
New Jersey
$161M +$15.5M +11% 13.6% 83.8% 115 10.43%
AC
5535
Addison Capital
Pennsylvania
$161M +$32.7M +25% 8.88% 54.2% 118 21.19%
SCM
5536
Solas Capital Management
Connecticut
$161M +$18.1M +13% 19.1% 41.5% 26 38.46%
SIF
5537
State Insurance Fund
New York
$161M 12.2% 1
VF
5538
Visa Foundation
California
$161M +$9.77M +6% 13.1% 37.7% 1 0%
CG
5539
Castellan Group
Kentucky
$161M +$18.7M +13% 14.5% 196% 65 20%
PF
5540
Parker Financial
Washington
$161M +$17.7M +12% 9.16% 37.1% 48 10.42%
GCM
5541
Gables Capital Management
Florida
$161M +$17.2M +12% 12.5% 123% 390 9.49%
MWP
5542
Meredith Wealth Planning
Illinois
$161M +$26.4M +20% 11% 66.3% 49 26.53%
IWA
5543
IVC Wealth Advisors
Pennsylvania
$161M +$11.3M +8% 10.8% 70.8% 174 18.97%
BWM
5544
Boyd Wealth Management
California
$161M +$12M +8% 9.38% 51.1% 43 6.98%
CFG
5545
Clayton Financial Group
Missouri
$161M 11.5% 37
ACM
5546
AUA Capital Management
Pennsylvania
$161M +$22.4M +16% 9.29% 53.5% 82 8.54%
JPLA
5547
Joseph P. Lucia & Associates
New York
$161M +$17.6M +12% 10.9% 58.2% 120 11.67%
PWMG
5548
Pioneer Wealth Management Group
Texas
$161M +$29.4M +22% 8.51% 39 12.82%
NFGH
5549
Nan Fung Group Holdings
Hong Kong
$161M +$37.1M +30% 48.3% 244% 41 9.76%
PWIA
5550
Porter White Investment Advisors
Alabama
$161M +$29.6M +23% 10.4% 55.8% 29 10.34%