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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
CCA
6401
Cruiser Capital Advisors
Connecticut
$97.7M -$16.6M -15% 3.12% 192% 78 41.03%
PWSG
6402
Pacific Wealth Strategies Group
California
$97.7M +$10.1M +12% 10.5% 75.5% 50 6%
MCAI
6403
Members Capital Advisors Inc
Wisconsin
$97.7M -$40.7M -29% 0.91% 72 5.56%
TM
6404
Triatomic Management
California
$97.6M -$51M -34% 12.7% 77 61.04%
TP
6405
Teca Partners
Texas
$97.6M +$14.5M +17% 8.41% 66% 16 18.75%
SC
6406
Saltoro Capital
Texas
$97.5M -$63.8M -40% 10% 130% 84 76.19%
UOMF
6407
University of Maryland Foundation
Maryland
$97.5M +$5.83M +6% 6.44% 51.2% 6 0%
PCM
6408
Potomac Capital Management
New York
$97.5M +$2.03M +2% 0.33% 69 24.64%
MC
6409
Mayo Clinic
Minnesota
$97.4M -$24.4M -20% 8.09% 13 15.38%
UIA
6410
Ulland Investment Advisors
Minnesota
$97.4M +$12.3M +14% 8.95% 154% 228 10.96%
AC
6411
Aldebaran Capital
Indiana
$97.4M -$560K -0.6% 2.89% 80.4% 35 8.57%
RM
6412
RP Management
New York
$97.3M +$25.1M +35% 49.9% 208% 3 0%
P
6413
Palladiem
Pennsylvania
$97.2M +$3.41M +4% 2.12% 62 14.52%
IIL
6414
Insight Inv LLC
California
$97.2M +$4.45M +5% 5.21% 136% 88 0%
PWG
6415
Private Wealth Group
Florida
$97.2M +$24.5M +34% 3.86% 48.2% 52 3.85%
SFS
6416
Starfox Financial Services
Texas
$97.1M +$880K +0.9% 2.7% 24 4.17%
CWMGP
6417
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$96.9M +$6.69M +7% 5.11% 75.9% 62 17.74%
MW
6418
Marks Wealth
Maryland
$96.8M +$85.7M +768% 1.26% 169% 8 25%
LW
6419
Lauer Wealth
Indiana
$96.7M +$16.7M +21% 5.51% 75.5% 53 37.74%
YSP
6420
Yarra Square Partners
New York
$96.7M +$15.3M +19% 7.82% 55.9% 20 10%
BWA
6421
Blodgett Wealth Advisors
California
$96.6M +$10.1M +12% 13.6% 124% 68 13.24%
MWA
6422
Motive Wealth Advisors
Michigan
$96.6M +$5.16M +6% 6.2% 66% 56 10.71%
AEPLI
6423
AH Equity Partners LSV II
California
$96.4M +$3.21M +3% 4.03% 4 0%
T
6424
Tinicum
New York
$96.4M +$2.75M +3% 2.94% 21.1% 1 0%
OC
6425
Oppenheimer & Close
New York
$96.3M -$4.75M -5% 3.87% 149% 62 17.74%