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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
TA
7226
Teton Advisors
New York
$142M -$1.93M -1% 10.4% 139% 159 8.18%
IWB
7227
Innovative Wealth Building
Maryland
$142M +$4.98M +4% 2.92% 71 15.49%
KCAM
7228
Kagan Cocozza Asset Management
New Jersey
$142M +$1.52M +1% 1.1% 70 10%
OFG
7229
Opulen Financial Group
Virginia
$142M +$4.82M +4% 0.42% 117 10.26%
HA
7230
HFG Advisors
Ohio
$142M +$4.09M +3% 0.37% 69.7% 125 18.4%
SR
7231
Summer Road
Florida
$142M +$4.32M +3% 12.9% 130% 25 20%
TC
7232
Trium Capital
United Kingdom
$142M +$13.1M +10% 14.4% 189% 88 71.59%
EC
7233
EJF Capital
Virginia
$142M -$34.2M -19% 0.01% 127% 81 20.99%
SF
7234
Seek First
California
$142M -$3.2M -2% 0.8% 62 11.29%
KFP
7235
Kerr Financial Planning
California
$142M +$67.9M +92% 10.5% 545 11.01%
OC
7236
Opinicus Capital
Florida
$142M -$1.61M -1% 1.19% 107 13.08%
CCA
7237
Cottonwood Capital Advisors
Utah
$142M +$1.52M +1% 1.06% 78.3% 91 7.69%
ACP
7238
Acuta Capital Partners
California
$142M -$5.53M -4% 42.3% 7,269% 36 41.67%
MVA
7239
Mount Vernon Associates
Maryland
$142M -$7.14M -5% 4.64% 119% 61 3.28%
YEPX
7240
Yorktown Energy Partners XI
New York
$142M -$1.34M -0.9% 15.9% 105% 4 0%
NA
7241
Networth Advisors
Pennsylvania
$141M +$5.98M +4% 0.41% 448 29.02%
IA
7242
IF Advisors
Texas
$141M +$18.4M +15% 0.47% 54 25.93%
MAM
7243
Maytree Asset Management
Hong Kong
$141M +$6.58M +5% 44.3% 402% 27 62.96%
HFAS
7244
Hummer Financial Advisory Services
Illinois
$141M -$95.4K -0.1% 1.3% 60.6% 129 9.3%
SFG
7245
Shum Financial Group
California
$141M +$2.6M +2% 1.75% 93 1.08%
VVM
7246
Versant Venture Management
California
$141M -$9.65M -6% 17.8% 409% 8 12.5%
POIA
7247
Pin Oak Investment Advisors
Texas
$141M -$1.2M -0.8% 8.35% 62.7% 516 5.43%
CWM
7248
Clearview Wealth Management
California
$141M 1.73% 60
TM
7249
TFJ Management
Massachusetts
$141M +$2.47M +2% 25.7% 16 50%
KCM
7250
Kalehua Capital Management
Texas
$141M +$40.2M +40% 9.16% 28 42.86%