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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
JAA
7201
Joel Adams & Associates
North Carolina
$135M +$1.63M +1% 1.45% 66 7.58%
SG
7202
Somerset Group
Minnesota
$135M +$1.98M +1% 2.48% 68.2% 61 6.56%
SAL
7203
SACKS & ASSOCIATES, LLC
New Jersey
$134M -$1.67M -1% 0.03% 83 10.84%
TC
7204
Tsai Capital
New York
$134M -$12.5M -8% 11.7% 43.2% 22 22.73%
AFW
7205
Avantra Family Wealth
Pennsylvania
$134M -$3.51M -3% 1.02% 185 29.73%
HCA
7206
Harpswell Capital Advisors
Maine
$134M +$8.15M +6% 1.78% 38 10.53%
SA
7207
Spear Advisors
New York
$134M -$8.4M -6% 13% 30 43.33%
PTFIS
7208
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$134M +$12.2M +10% 5.14% 96 34.38%
WH
7209
Willner & Heller
California
$134M -$4.97M -4% 2.06% 175 13.71%
CCAM
7210
Capelight Capital Asset Management
New York
$134M +$7.97M +6% 24.4% 49 59.18%
KCA
7211
KVP Capital Advisors
California
$134M +$30.6M +30% 33.2% 36 36.11%
SIM
7212
SWP Investment Management
Ohio
$134M -$4.02M -3% 2.65% 52 19.23%
BC
7213
Broadwater Capital
Massachusetts
$134M $0 0% 1.72% 211 0%
RA
7214
RoundAngle Advisors
New Jersey
$134M -$3.54M -3% 0.54% 61 4.92%
BWM
7215
BAM Wealth Management
Colorado
$134M -$4.55M -3% 2.12% 186 30.11%
WN
7216
Williams & Novak
California
$134M +$782K +0.6% 0.51% 163 25.77%
LEP
7217
Langdon Equity Partners
$134M -$60.7M -31% 20.3% 14 28.57%
RLWM
7218
RF&L Wealth Management
Massachusetts
$134M -$44.9M -25% 0.43% 69.9% 62 16.13%
SWM
7219
Shepherd Wealth Management
Ohio
$134M -$10.3M -7% 3.08% 62 45.16%
PA
7220
PW Advisors
Florida
$133M +$8.92M +7% 1.47% 40 27.5%
TWA
7221
Trace Wealth Advisors
California
$133M -$4.98M -4% 1.28% 75 18.67%
FPFC
7222
Financial Planning Fort Collins
Colorado
$133M +$19.5M +17% 1.9% 34 14.71%
OFI
7223
Outbound Financial Inc
Colorado
$133M +$4.95M +4% 0.63% 43 6.98%
WLG
7224
Williamson Legacy Group
Indiana
$133M +$5.44M +4% 38% 111 44.14%
BAM
7225
Brickwood Asset Management
United Kingdom
$133M -$10.5M -7% 10.5% 10 20%