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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
ACA
6726
Adirondack Capital Advisors
New York
$186M +$30.8M +20% 12.1% 45 2.22%
FPH
6727
Financial Planning Hawaii
Hawaii
$186M +$16.9M +10% 11.4% 137 12.41%
IWA
6728
Invera Wealth Advisors
Oregon
$186M +$30.6M +20% 21% 136 30.88%
FFP
6729
Forbes Financial Planning
Rhode Island
$186M +$13.3M +8% 9.17% 46.7% 40 10%
BCM
6730
Brookmont Capital Management
Texas
$186M +$7.81M +4% 4.92% 36.6% 63 9.52%
AWL
6731
AFFINITY WEALTH LLC
Ohio
$186M +$29.5M +19% 13.3% 28 14.29%
SPF
6732
South Plains Financial
Texas
$186M +$14.2M +8% 15% 228 10.09%
OCA
6733
Optimus Capital Advisors
Texas
$186M +$17.1M +10% 7.92% 43 23.26%
CRFG
6734
Columbia River Financial Group
Washington
$186M +$13.9M +8% 8.26% 59 3.39%
MBWA
6735
Marin Bay Wealth Advisors
California
$186M +$19.8M +12% 18.6% 141 18.44%
PCU
6736
Palliser Capital (UK)
United Kingdom
$186M +$57.2M +44% 2.04% 57% 24 83.33%
TT
6737
TI-Trust
Illinois
$186M +$17.8M +11% 21.3% 85.8% 134 5.97%
GPI
6738
General Partner Inc
Pennsylvania
$186M +$21.7M +13% 13.2% 74% 169 3.55%
TFA
6739
Tranquilli Financial Advisor
New Jersey
$186M +$14.6M +9% 8.82% 55.1% 150 22%
LOIP
6740
Live Oak Investment Partners
Texas
$186M +$16.4M +10% 8.83% 99 12.12%
FWM
6741
Fingerlakes Wealth Management
New York
$186M +$35M +23% 20.7% 80.2% 105 11.43%
OFM
6742
Omega Fund Management
Massachusetts
$186M +$22.5M +14% 31.5% 106% 11 18.18%
LBC
6743
Leigh Baldwin & Co
New York
$186M +$31.2M +20% 23.9% 184 12.5%
GWCM
6744
Godshalk Welsh Capital Management
Pennsylvania
$186M +$13.1M +8% 9.36% 61.1% 139 8.63%
NCM
6745
Northland Capital Management
Minnesota
$186M +$2.64M +1% 6.9% 36.1% 32 9.38%
MWM
6746
Melfa Wealth Management
Massachusetts
$185M +$11.3M +7% 10.1% 42.9% 202 6.44%
SMP
6747
Santa Monica Partners
Florida
$185M +$6.25M +3% 8.25% 135% 13 0%
ABC
6748
Anchor Bay Capital
California
$185M 9.21% 341
PVAMC
6749
PPS&V Asset Management Consultants
Michigan
$185M +$21.5M +13% 16.9% 71.1% 43 13.95%
WF
6750
WinCap Financial
Massachusetts
$185M +$34.9M +23% 22.5% 98 18.37%