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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
BC
5551
Barnett & Company
Tennessee
$141M -$2.48M -2% 4.76% 50.8% 285 68.42%
ASFA
5552
All Season Financial Advisors
Colorado
$141M -$2.88M -2% 1.7% 33.8% 183 55.74%
JIM
5553
JCP Investment Management
Texas
$141M +$4.01M +3% 2.37% 64.9% 28 60.71%
TWP
5554
Tempus Wealth Planning
California
$141M -$44.7M -24% 2.76% 89.9% 154 12.99%
RC
5555
RDST Capital
Washington
$141M -$6.13M -4% 5.9% 41% 16 0%
SICM
5556
Sustainable Insight Capital Management
New York
$141M -$45.6M -25% 7.23% 106% 143 27.97%
MCAV
5557
Meritech Capital Associates VI
California
$141M -$79.4M -36% 38.7% 6 16.67%
TFA
5558
Tranquilli Financial Advisor
New Jersey
$141M -$2.33M -2% 1.29% 47.8% 96 29.17%
WAM
5559
WealthTrust Asset Management
Florida
$140M -$9.88M -7% 3.4% 97.9% 91 28.57%
PSB
5560
Piscataqua Savings Bank
New Hampshire
$140M +$13.5M +11% 2.01% 85.5% 358 6.98%
LPARFS
5561
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$140M -$34.5M -20% 2.89% 121 67.77%
MJB
5562
Mark J. Bradley
$140M -$12.6M -8% 5.24% 49 4.08%
WMP
5563
Wealth Management Partners
Arizona
$140M -$5.32M -4% 4.14% 179% 122 22.13%
CS
5564
Capital Square
Tennessee
$140M -$4.56M -3% 3.82% 43.3% 172 18.02%
NF
5565
NTB Financial
Colorado
$140M -$3.46M -2% 1.04% 159 11.95%
OFS
5566
OneAscent Financial Services
Alabama
$140M +$87.5M +167% 5.47% 47.1% 191 52.36%
VCWA
5567
Vanguard Capital Wealth Advisors
Colorado
$140M +$720K +0.5% 1.74% 225% 171 26.9%
LAM
5568
Lynch Asset Management
Pennsylvania
$140M -$4.09M -3% 3.99% 156% 53 11.32%
SIM
5569
Strategic Investment Management
Virginia
$140M -$28.2M -17% 4.3% 53.3% 11 18.18%
ECM
5570
EMC Capital Management
Texas
$140M -$46M -25% 5.89% 88% 358 77.37%
SG
5571
Somerset Group
Minnesota
$140M -$8.71M -6% 2.83% 68.2% 79 7.59%
CWA
5572
Consilium Wealth Advisory
Texas
$140M -$14.7M -10% 2.93% 91.5% 92 15.22%
KLC
5573
Knowledge Leaders Capital
Colorado
$139M +$3.1M +2% 4.51% 51.6% 135 27.41%
HPCM
5574
High Pointe Capital Management
Illinois
$139M -$10.7M -7% 8.73% 92.4% 95 23.16%
GC
5575
Gould Capital
Washington
$139M -$3.71M -3% 4.34% 52% 222 13.06%