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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
JWWM
5901
Johnson & White Wealth Management
Pennsylvania
$178M +$12.9M +8% 0.93% 76.5% 102 7.84%
B
5902
Birchbrook
Maine
$178M +$2.06M +1% 0.9% 305 17.05%
AWA
5903
Aletheian Wealth Advisors
Washington
$178M +$8.76M +5% 0.69% 97 22.68%
TCG
5904
Transcendent Capital Group
Oklahoma
$178M -$15.5M -8% 3.03% 448 81.7%
NC
5905
Napatree Capital
Rhode Island
$178M +$7.5M +4% 0.78% 202 13.86%
SCM
5906
Solas Capital Management
Connecticut
$178M +$27.2M +18% 4.06% 62.5% 22 18.18%
WQ
5907
Wealth Quarterback
New Jersey
$178M -$35.3M -17% 1.04% 96.7% 135 20%
KCM
5908
Kempner Capital Management
Texas
$178M -$4.5M -2% 0.18% 60.9% 52 11.54%
NWM
5909
Napa Wealth Management
California
$178M -$53.6M -23% 0.74% 222 51.8%
YWM
5910
Yoder Wealth Management
California
$178M -$3.36M -2% 3.25% 58.9% 112 5.36%
RCAP
5911
Resolute Capital Asset Partners
Colorado
$178M -$8.23M -4% 4.46% 657% 56 69.64%
MC
5912
MSD Capital
New York
$178M -$5.56M -3% 2.76% 11.5% 3 0%
SIAM
5913
Sterling Investment Advisors (Missouri)
Missouri
$178M +$6.5M +4% 1.98% 37.8% 38 10.53%
II
5914
Ironclad Investments
Florida
$178M +$6.65M +4% 4.58% 3 0%
BAM
5915
BOCHK Asset Management
Hong Kong
$178M -$149M -46% 2.38% 77 53.25%
BMA
5916
Brooks Moore & Associates
Tennessee
$177M +$8.18M +5% 1.83% 63.7% 105 11.43%
SPI
5917
Strategic Planning Inc
Ohio
$177M 2.4% 57
BCM
5918
Brookmont Capital Management
Texas
$177M -$9.86M -5% 0.9% 36.6% 54 1.85%
CSIA
5919
Carl Stuart Investment Advisor
Texas
$177M -$10.2M -5% 1.23% 84.4% 20 25%
SPFA
5920
Summit Place Financial Advisors
New Jersey
$177M +$1.32M +0.8% 0.25% 95.2% 94 6.38%
HWA
5921
Hilltop Wealth Advisors
North Carolina
$177M -$20.7M -10% 3.92% 58.3% 56 17.86%
BCM
5922
Banyan Capital Management
Georgia
$177M +$10.3M +6% 3.13% 42.5% 16 0%
CIG
5923
Cairn Investment Group
Washington
$177M +$6.84M +4% 3.28% 61.3% 73 16.44%
HB
5924
Horizon Bancorp
Indiana
$177M -$35.1M -17% 1.06% 33.4% 198 10.1%
KFA
5925
Kapstone Financial Advisors
Ohio
$177M -$10.6M -6% 1.12% 131% 118 8.47%