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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
TC
6526
Tacita Capital
Ontario, Canada
$169M -$3.71M -2% 2.39% 60.3% 256 22.66%
MFA
6527
McClarren Financial Advisors
Pennsylvania
$169M +$1.3M +0.8% 2.3% 55.3% 82 9.76%
WSFG
6528
Wall Street Financial Group
Illinois
$169M +$31.6M +23% 0.65% 667 85.46%
PP
6529
Pingora Partners
Wyoming
$169M +$5.17M +3% 17% 208 12.5%
IRM
6530
Income Research & Management
Massachusetts
$169M -$21.8M -11% 0.11% 0.7% 32 18.75%
CRCM
6531
Crystal Rock Capital Management
Illinois
$168M -$20.8M -11% 2.92% 153% 34 8.82%
LHA
6532
Little Harbor Advisors
Massachusetts
$168M -$25.4M -13% 4.62% 48.4% 8 50%
ONST
6533
Old North State Trust
North Carolina
$168M -$709K -0.4% 0.31% 156 10.26%
CW
6534
Code Waechter
Florida
$168M +$12.6M +8% 0.28% 122 14.75%
PFA
6535
Presper Financial Architects
Ohio
$168M -$8.59M -5% 2.94% 60 26.67%
MAG
6536
Meadowbrook Advisors Group
New Jersey
$168M -$10.1M -6% 0.74% 140 9.29%
TT
6537
TI-Trust
Illinois
$168M +$6.26M +4% 5.82% 85.8% 133 6.77%
7CM
6538
7G Capital Management
New York
$168M +$7.39M +5% 3.58% 128% 14 42.86%
WFS
6539
Widmann Financial Services
Maryland
$168M +$4.67M +3% 3.41% 62.4% 121 6.61%
AIMA
6540
Ables Iannone Moore & Associates
Georgia
$168M -$14.5M -8% 4.38% 61 6.56%
LKWM
6541
Lee-Kelleher Wealth Management
Maryland
$168M +$469K +0.3% 4.82% 44 9.09%
DMKJ
6542
David M. Knott Jr
$168M -$47.9M -22% 2.49% 144% 95 18.95%
DI
6543
Disciplined Investors
Texas
$168M +$15.5M +10% 0.35% 147 23.13%
CCG
6544
Catalina Capital Group
California
$168M +$3.08M +2% 2.22% 189 20.63%
IWA
6545
Integrity Wealth Advisors
California
$168M +$21M +14% 3.45% 80 12.5%
CNBOF
6546
City National Bank of Florida
Florida
$168M +$14.6M +10% 1.68% 148 26.35%
S
6547
SharpePoint
Arizona
$168M +$808K +0.5% 6.55% 90 11.11%
OIM
6548
Opus Investment Management
Massachusetts
$168M +$3.26M +2% 3.17% 44.3% 30 3.33%
AWP
6549
Astra Wealth Partners
New Jersey
$168M -$2.52M -1% 0.16% 108 20.37%
YWM
6550
Yukon Wealth Management
Kansas
$168M -$5.99M -3% 0.67% 82 4.88%