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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
NWA
6151
Navis Wealth Advisors
New York
$113M -$6.07M -5% 4.7% 107% 109 9.17%
4FG
6152
4Thought Financial Group
New York
$113M -$11.1M -9% 5.87% 37.6% 101 3.96%
CC
6153
Copperleaf Capital
North Carolina
$113M -$3.07M -3% 4.58% 102% 60 5%
JCA
6154
January Capital Advisors
California
$113M -$13.2M -10% 1.63% 52 32.69%
CCM
6155
Composite Capital Management
Hong Kong
$113M -$218M -66% 66% 1 0%
WIP
6156
WealthCare Investment Partners
Rhode Island
$113M +$9.13M +9% 1.31% 62.6% 112 18.75%
RC
6157
Resonate Capital
California
$113M -$2.37M -2% 11.3% 23 4.35%
GCWM
6158
Graham Capital Wealth Management
District of Columbia
$112M -$10M -8% 0.06% 45.3% 143 43.36%
WCBA
6159
Weaver C. Barksdale & Associates
Tennessee
$112M +$1.93M +2% 2.2% 52.2% 61 3.28%
CIM
6160
Courant Investment Management
Tennessee
$112M -$11.5M -9% 5.44% 33.5% 12 0%
FOA
6161
Five Oceans Advisors
California
$112M -$1.03M -0.9% 4.09% 78.8% 127 18.9%
SFG
6162
Steward Financial Group
Texas
$112M +$3.87M +4% 3.72% 383 32.38%
PWM
6163
Pacific Wealth Management
California
$112M -$19.4M -15% 5.37% 68.9% 17 29.41%
LJCM
6164
Lee Johnson Capital Management
Texas
$112M -$9.76M -8% 7.64% 118% 75 37.33%
MU
6165
Moneda USA
New York
$112M 26.6% 12
RIA
6166
Richwood Investment Advisors
Ohio
$112M -$2.32M -2% 2.35% 66% 269 56.88%
TWS
6167
Thomas W. Smith
$112M -$38.4M -26% 23.9% 8 0%
ARS
6168
Adirondack Retirement Specialists
New York
$112M -$2.87M -2% 21.9% 13.1% 18 16.67%
SM
6169
Saya Management
New York
$112M +$382K +0.3% 8.39% 34.8% 15 40%
VWMG
6170
Virginia Wealth Management Group
Virginia
$112M +$657K +0.6% 1.53% 42.1% 60 1.67%
CWM
6171
CarsonAllaria Wealth Management
Illinois
$112M -$1.38M -1% 3.76% 51.7% 380 15%
ALWM
6172
Andrews Lucia Wealth Management
California
$112M +$1.24M +1% 4.15% 59.7% 20 10%
SC
6173
Soundwatch Capital
Connecticut
$111M -$356M -76% 5.27% 68.6% 36 61.11%
MHWM
6174
Montz Harcus Wealth Management
Louisiana
$111M -$2.74M -2% 4.25% 74.1% 57 8.77%
PWM
6175
Penobscot Wealth Management
Maine
$111M -$6.25M -5% 5.33% 50.5% 68 23.53%