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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
SA
7126
Seneschal Advisors
Washington
$135M -$1.1M -0.8% 615
JAA
7127
Joel Adams & Associates
North Carolina
$135M +$1.63M +1% 66
SG
7128
Somerset Group
Minnesota
$135M +$1.98M +1% 61
TC
7129
Tsai Capital
New York
$134M -$12.5M -8% 22
AFW
7130
Avantra Family Wealth
Pennsylvania
$134M -$3.51M -3% 185
HCA
7131
Harpswell Capital Advisors
Maine
$134M +$8.15M +6% 38
SA
7132
Spear Advisors
New York
$134M -$8.4M -6% 30
PTFIS
7133
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$134M +$12.2M +10% 96
WH
7134
Willner & Heller
California
$134M -$4.97M -4% 175
KCA
7135
KVP Capital Advisors
California
$134M +$37.1M +38% 34
RA
7136
RoundAngle Advisors
New Jersey
$134M -$3.54M -3% 61
BWM
7137
BAM Wealth Management
Colorado
$134M -$4.55M -3% 186
LEP
7138
Langdon Equity Partners
$134M -$60.7M -31% 14
RLWM
7139
RF&L Wealth Management
Massachusetts
$134M -$44.9M -25% 62
SWM
7140
Shepherd Wealth Management
Ohio
$134M -$10.3M -7% 62
PA
7141
PW Advisors
Florida
$133M +$8.92M +7% 40
TWA
7142
Trace Wealth Advisors
California
$133M -$4.98M -4% 75
WN
7143
Williams & Novak
California
$133M +$552K +0.4% 162
WLG
7144
Williamson Legacy Group
Indiana
$133M +$5.44M +4% 111
BAM
7145
Brickwood Asset Management
United Kingdom
$133M -$10.5M -7% 10
TF
7146
Tenzing Financial
Virginia
$133M +$10M +8% 74
G
7147
Gainplan
Michigan
$133M -$133M -50% 76
LFS
7148
Littlejohn Financial Services
Oregon
$133M -$2.61M -2% 68
SFG
7149
Synergy Financial Group
California
$133M -$9.21M -6% 137
CP
7150
Camelot Portfolios
Ohio
$133M -$28.2M -17% 605