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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
BI
6501
Beckerman Institutional
New Jersey
$138M +$13.2M +11% 2.95% 103 5.83%
EWA
6502
Emergent Wealth Advisors
New York
$138M -$4.14K -0% 1.47% 123 18.7%
MAM
6503
McCarthy Asset Management
California
$138M -$3.69M -3% 1.19% 40.1% 25 0%
TGM
6504
Tenzing Global Management
California
$138M +$4.2M +3% 2.38% 218% 26 46.15%
OF
6505
Optimize Financial
California
$138M +$4.5M +3% 7.97% 300 49%
BAM
6506
Boyar Asset Management
New York
$138M -$13.7M -9% 1.04% 58.4% 80 6.25%
MAS
6507
MPWM Advisory Solutions
Georgia
$138M +$1.03M +0.8% 3.36% 764 7.59%
PVAMC
6508
PPS&V Asset Management Consultants
Michigan
$138M -$10.2M -7% 5.51% 71.1% 40 7.5%
CPL
6509
CAP Partners LLC
Tennessee
$138M -$4.08M -3% 4.47% 142 15.49%
WA
6510
Watchtower Advisors
Connecticut
$138M -$38.9M -22% 6.47% 272% 17 29.41%
JF
6511
Jericho Financial
Ohio
$138M -$490K -0.4% 1.03% 43 9.3%
SNBOSCI
6512
Security National Bank of Sioux City Iowa
Iowa
$138M -$5.25M -4% 0.4% 52.4% 94 8.51%
RFA
6513
ROI Financial Advisors
Oregon
$138M -$9.21M -6% 3.25% 65 10.77%
HA
6514
Helium Advisors
Washington
$137M +$11.2M +9% 1.2% 108 10.19%
FF
6515
Farrell Financial
New York
$137M -$2.53M -2% 1.67% 67 5.97%
AF
6516
Atala Financial
California
$137M -$5.16M -4% 3.54% 482 3.53%
CSI
6517
Clark & Stuart Inc
Maine
$137M +$617K +0.5% 2.06% 44 4.55%
SCM
6518
Sheridan Capital Management
California
$137M -$5.16M -4% 2.4% 29 13.79%
EFG
6519
Ehrlich Financial Group
California
$137M -$3.5M -2% 1.16% 122 29.51%
PM
6520
Plustick Management
Virginia
$137M -$21.7M -14% 7.8% 1,098% 23 30.43%
ALS
6521
Andrew L. Share
$137M -$83.3M -38% 3.2% 14.8% 13 7.69%
BWS
6522
Broadway Wealth Solutions
Texas
$137M +$5.19M +4% 0.31% 96 12.5%
CCM
6523
Cox Capital Management
Massachusetts
$137M -$18.8M -12% 0.03% 95.3% 69 18.84%
AI
6524
Aflac Inc
Georgia
$137M -$39.6M -22% 22.3% 31.1% 3 0%
GIS
6525
Graphene Investments SAS
France
$137M -$7.89M -5% 6.04% 86.5% 48 10.42%