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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
LCA
6701
Legend Capital Advisors
New York
$160M -$19.5M -11% 14.7% 161 66.46%
WHCI
6702
W.H. Cornerstone Investments
Massachusetts
$160M -$5.89M -4% 0.63% 51.4% 134 19.4%
SMF
6703
Sterling Manor Financial
New York
$160M -$375K -0.2% 0.49% 42.4% 41 19.51%
AIA
6704
Affinity Investment Advisors
California
$160M +$9.33M +6% 4.14% 189% 148 13.51%
RFS
6705
Richardson Financial Services
Massachusetts
$160M -$150M -48% 0.68% 665 17.89%
PWM
6706
Palacios Wealth Management
Florida
$160M +$29.2M +22% 7.18% 77 14.29%
FCM
6707
Fairbanks Capital Management
California
$160M -$21.6M -12% 6.97% 81.3% 57 14.04%
CSA
6708
Cornerstone Select Advisors
Missouri
$160M +$15.6M +11% 5.85% 135 21.48%
VCIM
6709
Velan Capital Investment Management
Georgia
$160M -$12.7M -7% 20.2% 2,525% 57 33.33%
BBA
6710
Braun-Bostich & Associates
Pennsylvania
$160M -$2.38M -1% 0.47% 59.5% 137 16.79%
EFG
6711
Erickson Financial Group
Pennsylvania
$160M -$3.27M -2% 4.27% 63.3% 25 0%
BFAG
6712
Blackston Financial Advisory Group
Florida
$160M -$4.76M -3% 2.56% 58.9% 114 17.54%
SA
6713
swisspartners Advisors
Switzerland
$159M +$21.4M +16% 24.5% 73.2% 24 4.17%
HCM
6714
Hahn Capital Management
California
$159M -$26.3M -14% 2.41% 53.6% 33 15.15%
RP
6715
RIHO Partners
Arizona
$159M +$862K +0.5% 2.05% 14 14.29%
USWIA
6716
UP Strategic Wealth Investment Advisors
Pennsylvania
$159M +$21.1M +15% 1.79% 101 16.83%
PBM
6717
Propel Bio Management
California
$159M +$41.5M +35% 0.95% 42 61.9%
OS
6718
Objectivity Squared
South Carolina
$159M -$20.1M -11% 1.97% 58 6.9%
RWS
6719
Retirement Wealth Solutions
Wisconsin
$159M +$385K +0.2% 1.72% 864 17.48%
BDAM
6720
Blue Door Asset Management
Connecticut
$159M -$88.4M -36% 0.36% 77.3% 28 53.57%
OC
6721
Oppenheimer & Close
New York
$159M +$11.9M +8% 7.64% 145% 61 14.75%
JF
6722
Jericho Financial
Ohio
$159M -$7.46M -4% 3.06% 40 0%
1L
6723
10Elms LLP
Oklahoma
$159M +$49.5M +45% 0.38% 483 6.42%
RWM
6724
Refined Wealth Management
Utah
$158M +$9.86M +7% 0.95% 76.8% 57 36.84%
EWA
6725
Elevate Wealth Advisory
Georgia
$158M +$12.1M +8% 1.45% 128 7.03%