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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 Avg Holding
Period (Yrs)
PWA
5826
Phoenix Wealth Advisors
North Carolina
$99.9M -$1.5M -1% 4.05% 60.1% 120 20.83% 1.1
DAM
5827
Doheny Asset Management
California
$99.8M – – 3.51% 135% 73 – 5.8
BFM
5828
Broadview Financial Management
Wisconsin
$99.8M -$7.42M -7% 6.75% 52.4% 39 0% 4
SAM
5829
Silverhawk Asset Management
Arizona
$99.8M -$8.28M -8% 5.88% – 35 34.29% 0.6
WCBA
5830
Weaver C. Barksdale & Associates
Tennessee
$99.7M -$7.72M -7% 4.52% 52.2% 65 6.15% 4.3
JWM
5831
Jupiter Wealth Management
Colorado
$99.7M -$10.1M -9% 4.49% 99.2% 65 6.15% 2.4
AIP
5832
Alapocas Investment Partners
Massachusetts
$99.7M -$1M -1% 4.65% 50% 18 0% 0.7
D
5833
Dentgroup
Louisiana
$99.6M +$9.78M +11% 5.05% 53.6% 96 20.83% 0.6
KLCMU
5834
Kite Lake Capital Management (UK)
United Kingdom
$99.6M +$9.13M +10% 8.41% 337% 8 12.5% 0.7
CIAS
5835
CBIZ Investment Advisory Services
Ohio
$99.6M -$992M -91% 5.25% 48.7% 39 48.72% 0.8
GPC
5836
Greenstone Partners & Co
California
$99.5M +$5.67M +6% 6.37% 527% 12 33.33% 1.2
WSWA
5837
Warren Street Wealth Advisors
California
$99.3M -$4.2M -4% 6.82% 75.7% 57 12.28% 0.6
PTCG
5838
Pring Turner Capital Group
California
$99.3M -$4.9M -5% 3.59% 70.8% 58 10.34% 3.7
WCM
5839
Washington Capital Management
Washington
$99.3M -$4.72M -5% 6.39% 76.9% 117 24.79% 2.5
CWM
5840
Comprehensive Wealth Management
Washington
$99.2M -$16.7M -14% 7.06% 36.9% 34 23.53% 0.7
AV
5841
Arboretum Ventures
Michigan
$99.1M +$9.09M +10% 11.1% – 3 0% 0.8
LAM
5842
LFS Asset Management
California
$99.1M -$23.9M -19% 2.92% – 68 45.59% 0.2
EGVF
5843
ESA Global Value Fund
Cayman Islands
$99M -$5.99M -6% 1.2% – 5 40% 1.3
TFP
5844
Tilia Fiduciary Partners
North Carolina
$99M -$5.8M -6% 3.56% 101% 553 7.05% 0.7
SPAS
5845
Spectrum Planning & Advisory Services
California
$98.9M +$3.01M +3% 3.37% – 59 20.34% 1
CRIG
5846
Charter Research & Investment Group
Connecticut
$98.9M -$11.1M -10% 4.9% 82.3% 77 6.49% 6.1
GAA
5847
Global Assets Advisory
Florida
$98.9M +$52.5M +113% 3.03% 85.9% 161 69.57% 0.1
PFA
5848
Plotkin Financial Advisors
Maryland
$98.8M -$6.34M -6% 6.25% 95.3% 72 12.5% 1.8
ATI
5849
Act Two Investors
California
$98.8M -$7.23M -7% 3.79% 53% 28 25% 2.6
DS
5850
Dalal Street
Texas
$98.8M -$2.06M -2% 9.25% 92.7% 3 33.33% 2