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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
WFC
5826
Western Financial Corp
California
$163M +$13.7M +9% 8.77% 260% 130 28.46%
LIM
5827
Lagoda Investment Management
New York
$163M +$16.1M +11% 9.41% 250% 41 7.32%
AIC
5828
Argus Investors Counsel
New York
$163M +$7.15M +5% 12.8% 124% 114 19.3%
UFAC
5829
Urban Financial Advisory Corp
Illinois
$163M +$31.5M +24% 6.86% 25 16%
TBC
5830
Ted Buchan & Co
California
$163M +$25.5M +19% 9.11% 61% 93 18.28%
FC
5831
Fore Capital
New York
$163M -$40.7M -20% 0.55% 25.4% 56 42.86%
SC
5832
Slotnik Capital
Texas
$163M -$5.11M -3% 24.7% 30 83.33%
AWMNH
5833
Arcadia Wealth Management (New Hampshire)
New Hampshire
$163M +$18.6M +13% 5.47% 50.2% 57 3.51%
FF
5834
Friedenthal Financial
New Jersey
$163M +$9.22M +6% 10.6% 111% 302 51.32%
WAM
5835
Worth Asset Management
Texas
$163M +$22.6M +16% 9.51% 115% 151 50.33%
RFP
5836
RCS Financial Planning
Maryland
$162M +$9.65M +6% 4.61% 42.8% 76 26.32%
MAM
5837
McCarthy Asset Management
California
$162M +$6.21M +4% 4.98% 40 12.5%
EL
5838
EQ LLC
Washington
$162M +$27.2M +20% 7.47% 72.9% 55 25.45%
CCM
5839
Cox Capital Management
Massachusetts
$162M +$9.03M +6% 6.69% 95.3% 87 21.84%
PSIWM
5840
Paradigm Strategies in Wealth Management
Minnesota
$162M +$10.1M +7% 4.04% 37.9% 50 8%
BFG
5841
Baron Financial Group
New Jersey
$162M +$5.24M +3% 5.2% 52.1% 52 5.77%
MWM
5842
MBE Wealth Management
Wisconsin
$162M -$33.4M -17% 6.93% 60.9% 100 13%
CCM
5843
Crestwood Capital Management
New York
$162M -$6.96M -4% 14% 203% 18 22.22%
PFG
5844
Prosperity Financial Group
California
$162M +$17.8M +12% 10.6% 108% 156 21.79%
BSWA
5845
Bromfield Sneider Wealth Advisors
Massachusetts
$162M +$14.1M +10% 5.89% 104 4.81%
ADMI
5846
Albert D. Mason Inc
Massachusetts
$162M +$10.7M +7% 7.42% 82% 162 6.79%
OFA
5847
Onyx Financial Advisors
Idaho
$162M +$24.8M +18% 7.09% 52.5% 15 13.33%
MWA
5848
MN Wealth Advisors
Kansas
$162M +$16.5M +11% 7.45% 101 13.86%
HG
5849
Herbst Group
Connecticut
$162M +$5.66M +4% 13.6% 139% 68 17.65%
BWA
5850
Boulder Wealth Advisors
Colorado
$161M 10.4% 23