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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
NFA
6451
Northern Financial Advisors
Michigan
$125M -$3.41M -3% 2.93% 85.8% 114 9.65%
G
6452
Greycroft
New York
$125M -$18.1M -13% 0.81% 1.03% 8 12.5%
TIM
6453
Tevis Investment Management
Texas
$124M +$6.88M +6% 2.21% 54.1% 94 11.7%
GAA
6454
Green Alpha Advisors
Colorado
$124M -$13.6M -10% 5.76% 136% 143 4.2%
EWA
6455
Emergent Wealth Advisors
New York
$124M +$8.4M +7% 1.99% 113 12.39%
CIA
6456
Cohen Investment Advisors
New Hampshire
$124M -$29.9M -19% 1.74% 76.2% 78 3.85%
CP
6457
Clayton Partners
California
$124M +$6.6M +6% 4.54% 99% 39 15.38%
D
6458
Dentgroup
Louisiana
$124M +$3.24M +3% 0.97% 53.6% 89 22.47%
KWA
6459
Kellett Wealth Advisors
Ohio
$124M -$20.5M -14% 2.82% 68.1% 92 31.52%
DJFS
6460
Dean Jacobson Financial Services
Texas
$124M +$471K +0.4% 0.21% 44.2% 13 7.69%
MA
6461
Mosaic Advisors
Texas
$124M +$1.47M +1% 0.42% 39.8% 17 17.65%
HLA
6462
Hamilton Lane Advisors
Pennsylvania
$124M -$22.7M -15% 1.39% 187% 20 15%
CG
6463
Clifford Group
Massachusetts
$124M +$2.75M +2% 2.63% 52.9% 74 5.41%
OA
6464
Oceanside Advisors
South Carolina
$124M +$2.93M +2% 0.3% 48 6.25%
FWM
6465
FMA Wealth Management
Massachusetts
$124M +$3.03M +3% 0.68% 43 6.98%
PMSA
6466
Patrick M. Sweeney & Associates
Illinois
$124M +$2.08M +2% 0.76% 140 5%
EWS
6467
Eagle Wealth Strategies
New Jersey
$124M +$605K +0.5% 1.71% 96 9.38%
RL
6468
RPO LLC
Connecticut
$123M +$53.9M +77% 6.36% 62.7% 61 45.9%
LI
6469
Latash Investments
Alaska
$123M -$17.2M -12% 3.16% 126% 20 15%
NC
6470
Napatree Capital
Rhode Island
$123M +$20.1M +19% 1.76% 138 13.77%
SI
6471
Stonekeep Investments
New Mexico
$123M 2.76% 48
EWA
6472
Elevate Wealth Advisory
Georgia
$123M +$8.37M +7% 0.18% 114 9.65%
PIP
6473
PB Investment Partners
California
$123M -$9.48M -7% 6.75% 73.3% 9 11.11%
ZC
6474
Zeit Capital
Colorado
$123M -$713K -0.6% 1.15% 42.8% 30 3.33%
BRF
6475
B. Riley Financial
California
$123M +$18.1M +17% 16.8% 741% 20 40%