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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 Avg Time
Held (Qtrs)
CCA
7201
Cruiser Capital Advisors
Connecticut
$162M -$95.1M -37% 22.7% 192% 58 22.41% 9.2
EAM
7202
Exome Asset Management
New York
$162M -$31.2M -16% 28.5% – 71 47.89% 2.8
STCOSD
7203
Sageworth Trust Company of South Dakota
South Dakota
$162M +$35.8M +28% 12.5% 71.3% 64 17.19% 10.6
MIM
7204
Macroview Investment Management
Maryland
$162M +$18M +12% 11.3% 67.2% 114 20.18% 18
TF
7205
TME Financial
California
$162M +$17.6M +12% 9.47% – 73 15.07% 4.9
TA
7206
Tiptree Advisors
New York
$162M -$10.5M -6% 38.8% – 29 41.38% 2.2
PWM
7207
PMG Wealth Management
Illinois
$162M +$23.1M +17% 11.3% – 62 6.45% 4.7
BAWM
7208
Bennett Associates Wealth Management
Pennsylvania
$162M +$13.3M +9% 9.96% – 65 33.85% 5.1
CFGW
7209
Chancellor Financial Group WB
Pennsylvania
$162M +$20.2M +14% 14.6% – 161 19.25% 4.5
1IA
7210
1620 Investment Advisors
Massachusetts
$161M +$13.6M +9% 13.6% 68.9% 703 10.24% 7.6
PWM
7211
Pinnacle Wealth Management
California
$161M +$13M +9% 14.5% 194% 33 30.3% 6.3
BCA
7212
Buckley Capital Advisors
Florida
$161M +$22.3M +16% 53.6% – 19 47.37% 1.4
WCFP
7213
White & Co Financial Planning
Washington
$161M +$19.2M +13% 10.2% – 20 0% 5.8
NWM
7214
Navigate Wealth Management
Alabama
$161M +$19M +13% 10.2% – 81 13.58% 0.9
MFG
7215
Mendota Financial Group
Wisconsin
$161M +$26.4M +20% 8.52% 50.1% 35 14.29% 7.7
L
7216
Laurore
$161M -$102M -39% 13.4% – 1 0% 2
LAII
7217
LM Asset (IM) Inc
British Columbia, Canada
$161M -$31M -16% 5.8% – 10 0% 4.3
AWM
7218
Aureum Wealth Management
Florida
$161M +$17.6M +12% 7.76% – 65 12.31% 1.6
GT
7219
GreatBanc Trust
Illinois
$161M +$18.3M +13% 12.9% – 74 14.86% 2.5
BWM
7220
Bosman Wealth Management
California
$161M +$47.6M +42% 75.7% – 66 36.36% 2.6
MWA
7221
Merkkuri Wealth Advisors
New York
$161M +$10.1M +7% 12.5% – 387 79.84% 6.3
MMCM
7222
Murphy & Mullick Capital Management
New York
$161M +$26M +19% 26.9% – 748 13.9% 5.2
BFS
7223
Burr Financial Services
California
$161M +$35.3M +28% 57.7% 478% 27 11.11% 6.3
LWM
7224
Lighthouse Wealth Management
Ohio
$161M +$13.9M +9% 10.3% – 49 16.33% 4.9
SFCM
7225
Savoir Faire Capital Management
Connecticut
$161M -$4.58M -3% 5.98% 1.22% 45 6.67% 5.8