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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
BA
5626
Bluesphere Advisors
Pennsylvania
$161M +$22.3M +16% 12.5% 93.4% 94 18.09%
TCM
5627
Tandem Capital Management
New Jersey
$161M +$15.5M +11% 13.6% 120% 115 10.43%
AC
5628
Addison Capital
Pennsylvania
$161M +$32.7M +25% 8.88% 59.7% 118 21.19%
SCM
5629
Solas Capital Management
Connecticut
$161M +$18.1M +13% 19.1% 62.5% 26 38.46%
SIF
5630
State Insurance Fund
New York
$161M 12.2% 1
VF
5631
Visa Foundation
California
$161M +$9.77M +6% 13.1% 48.5% 1 0%
CG
5632
Castellan Group
Kentucky
$161M +$18.7M +13% 14.5% 196% 65 20%
PF
5633
Parker Financial
Washington
$161M +$17.7M +12% 9.16% 45% 48 10.42%
GCM
5634
Gables Capital Management
Florida
$161M +$17.2M +12% 12.5% 151% 390 9.49%
MWP
5635
Meredith Wealth Planning
Illinois
$161M +$26.4M +20% 11% 66.3% 49 26.53%
IWA
5636
IVC Wealth Advisors
Pennsylvania
$161M +$11.3M +8% 10.8% 70.8% 174 18.97%
BWM
5637
Boyd Wealth Management
California
$161M +$12M +8% 9.38% 51.1% 43 6.98%
CFG
5638
Clayton Financial Group
Missouri
$161M 11.5% 37
ACM
5639
AUA Capital Management
Pennsylvania
$161M +$22.4M +16% 9.29% 61.4% 82 8.54%
JPLA
5640
Joseph P. Lucia & Associates
New York
$161M +$17.6M +12% 10.9% 74.3% 120 11.67%
PWMG
5641
Pioneer Wealth Management Group
Texas
$161M +$29.4M +22% 8.51% 39 12.82%
NFGH
5642
Nan Fung Group Holdings
Hong Kong
$161M +$37.1M +30% 48.3% 281% 41 9.76%
PWIA
5643
Porter White Investment Advisors
Alabama
$161M +$29.6M +23% 10.4% 55.8% 29 10.34%
CCP
5644
Cunning Capital Partners
North Carolina
$160M +$8.48M +6% 14.7% 268% 96 21.88%
CTC
5645
Cetera Trust Company
Minnesota
$160M 13% 419
ACM
5646
Aquilo Capital Management
California
$160M +$50.1M +45% 55.9% 6.84% 15 53.33%
RCA
5647
Ranch Capital Advisors
Florida
$160M +$17.5M +12% 12.3% 92.6% 153 11.76%
CL
5648
COWA LLC
Oklahoma
$160M +$12.2M +8% 8.51% 65.5% 113 9.73%
CIG
5649
Cairn Investment Group
Washington
$160M +$9.41M +6% 10.1% 61.3% 66 12.12%
SSWM
5650
Strait & Sound Wealth Management
California
$160M +$43.7M +37% 8.9% 74% 139 15.11%