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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
SOWAS
7051
Silver Oak Wealth Advisors Services
California
$155M +$3.28M +2% 1.13% 37 2.7%
AF
7052
AtlasMark Financial
Texas
$155M +$5.23M +3% 2.1% 47 8.51%
IFA
7053
Interactive Financial Advisors
Illinois
$155M -$30.2M -16% 1.59% 47.6% 86 15.12%
GCA
7054
Gallagher Capital Advisors
Texas
$155M -$18.9M -11% 1.48% 80 30%
JRCM
7055
Jones Road Capital Management
New York
$155M -$14.3M -8% 0.57% 88.5% 26 38.46%
SOWBOCOPL
7056
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$155M -$2.22M -1% 1.23% 4.83% 6 0%
WGS
7057
Washington Growth Strategies
District of Columbia
$155M +$14.4M +10% 2.41% 57 8.77%
FS
7058
Financially Speaking
Colorado
$155M +$2.32M +2% 1.79% 188 20.74%
HCWM
7059
Hidden Cove Wealth Management
Washington
$155M +$3.13M +2% 1.73% 107 20.56%
FWM
7060
FMA Wealth Management
Massachusetts
$154M +$8.57M +6% 1.37% 47 12.77%
PU
7061
Petiole USA
New York
$154M +$9.49M +7% 6.93% 105% 37 13.51%
JESC
7062
J.E. Simmons & Co
Texas
$154M 3.47% 68
IIL
7063
Income Insurance Ltd
$154M 4.79% 159
EWP
7064
Equity Wealth Partners
Missouri
$154M +$31M +25% 1.36% 83 9.64%
GCM
7065
Generation Capital Management
New York
$154M +$16.1M +12% 3.64% 91 15.38%
RC
7066
Rareview Capital
Nevada
$154M -$9.6M -6% 0.12% 58 24.14%
EGP
7067
Emergence GP Partners
California
$154M -$50.5M -25% 23.5% 4 0%
ADBIC
7068
A.D. Beadell Investment Counsel
Wisconsin
$154M +$7.13M +5% 3.7% 74.9% 101 11.88%
CNFG
7069
Creegan & Nassoura Financial Group
New Hampshire
$154M -$897K -0.6% 1.25% 52.6% 80 7.5%
PWAM
7070
Pinnacle West Asset Management
Wyoming
$154M -$472K -0.3% 2.93% 100% 117 3.42%
CC
7071
Capstone Capital
Nevada
$154M +$4.29M +3% 3.04% 25 20%
MWM
7072
Mittelman Wealth Management
Massachusetts
$154M +$1.14M +0.7% 0.86% 49 28.57%
CAIMH
7073
Central Asset Investments & Management Holdings
Hong Kong
$154M -$15.5M -9% 31.2% 3,210% 66 51.52%
CWR
7074
Chico Wealth RIA
California
$153M +$6.36M +4% 3.59% 74.7% 34 5.88%
LFA
7075
Laraway Financial Advisors
Minnesota
$153M +$7.01M +5% 4.34% 92.3% 131 4.58%