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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)
BWM
6151
Birchcreek Wealth Management
Ohio
$113M -$1.79M -2% 3.57% 80.7% 123 13.01% 1.1
NWA
6152
Navis Wealth Advisors
New York
$113M -$6.07M -5% 4.7% 107% 109 9.17% 1.1
4FG
6153
4Thought Financial Group
New York
$113M -$11.1M -9% 5.87% 37.6% 101 3.96% 0.9
CC
6154
Copperleaf Capital
North Carolina
$113M -$3.07M -3% 4.58% 102% 60 5% 1.6
JCA
6155
January Capital Advisors
California
$113M -$13.2M -10% 1.63% – 52 32.69% 0.2
CCM
6156
Composite Capital Management
Hong Kong
$113M -$218M -66% 66% – 1 0% 0.8
WIP
6157
WealthCare Investment Partners
Rhode Island
$113M +$9.13M +9% 1.31% 62.6% 112 18.75% 0.2
RC
6158
Resonate Capital
California
$113M -$2.37M -2% 11.3% – 23 4.35% 0.3
GCWM
6159
Graham Capital Wealth Management
District of Columbia
$112M -$10M -8% 0.06% 45.3% 143 43.36% 0.2
WCBA
6160
Weaver C. Barksdale & Associates
Tennessee
$112M +$1.93M +2% 2.2% 52.2% 61 3.28% 4.4
CIM
6161
Courant Investment Management
Tennessee
$112M -$11.5M -9% 5.44% 35.2% 12 0% 3.2
FOA
6162
Five Oceans Advisors
California
$112M -$1.03M -0.9% 4.09% 78.8% 127 18.9% 0.4
SFG
6163
Steward Financial Group
Texas
$112M +$3.87M +4% 3.72% – 383 32.38% 0.2
PWM
6164
Pacific Wealth Management
California
$112M -$19.4M -15% 5.37% 72.8% 17 29.41% 0.6
LJCM
6165
Lee Johnson Capital Management
Texas
$112M -$9.76M -8% 7.64% 118% 75 37.33% 0.2
MU
6166
Moneda USA
New York
$112M – – 26.6% – 12 – 0
RIA
6167
Richwood Investment Advisors
Ohio
$112M -$2.32M -2% 2.35% 66% 269 56.88% 0.2
TWS
6168
Thomas W. Smith
$112M -$38.4M -26% 23.9% – 8 0% 6.9
ARS
6169
Adirondack Retirement Specialists
New York
$112M -$2.87M -2% 21.9% 13.1% 18 16.67% 0.9
SM
6170
Saya Management
New York
$112M +$382K +0.3% 8.39% 34.8% 15 40% 1
VWMG
6171
Virginia Wealth Management Group
Virginia
$112M +$657K +0.6% 1.53% 49.4% 60 1.67% 0.3
CWM
6172
CarsonAllaria Wealth Management
Illinois
$112M -$1.38M -1% 3.76% 51.7% 380 15% 0.2
ALWM
6173
Andrews Lucia Wealth Management
California
$112M +$1.24M +1% 4.15% 59.7% 20 10% 0.2
SC
6174
Soundwatch Capital
Connecticut
$111M -$356M -76% 5.27% 68.6% 36 61.11% 0.9
MHWM
6175
Montz Harcus Wealth Management
Louisiana
$111M -$2.74M -2% 4.25% 84.1% 57 8.77% 0.2