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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
AC
7226
Avant Capital
Louisiana
$160M +$17.4M +12% 14.1% 87 13.79%
KCAM
7227
Kagan Cocozza Asset Management
New Jersey
$160M +$17.5M +12% 10.1% 70 5.71%
PWAM
7228
Papamarkou Wellner Asset Management
New York
$159M -$4.27M -3% 9.08% 91 23.08%
SWM
7229
Sagace Wealth Management
Florida
$159M +$10.2M +7% 7.94% 72 4.17%
CSI
7230
Clark & Stuart Inc
Maine
$159M +$11M +7% 9.09% 57 14.04%
CFWMA
7231
Center for Wealth Management Advisory
Ohio
$159M +$20.4M +15% 18.4% 68 17.65%
RHAM
7232
Round Hill Asset Management
California
$159M +$6.58M +4% 5.63% 43.2% 63 3.17%
ADEF
7233
ABS Direct Equity Fund
Connecticut
$159M +$28.3M +22% 29% 151 54.3%
AIM
7234
ABS Investment Management
Connecticut
$159M 29% 111
CGF
7235
Constant Guidance Financial
Massachusetts
$159M +$14.6M +10% 9.26% 79.6% 75 54.67%
ALM
7236
Argosy-Lionbridge Management
New York
$159M +$16.6M +12% 9.04% 21 38.1%
4PL
7237
46 Peaks LLC
Pennsylvania
$159M +$21.7M +16% 9.97% 30 30%
OFG
7238
Opulen Financial Group
Virginia
$159M +$16.9M +12% 12.2% 120 8.33%
SWM
7239
SpringVest Wealth Management
Texas
$159M +$12.6M +9% 7.52% 76 14.47%
JAIC
7240
Josh Arnold Investment Consultant
Minnesota
$159M +$42M +36% 108% 272% 25 64%
MPA
7241
Marvin & Palmer Associates
Delaware
$159M +$75.4M +90% 46.2% 392% 37 67.57%
JAM
7242
Jacobs Asset Management
New York
$159M -$8.14M -5% 13.6% 114% 31 35.48%
JWM
7243
JP Wealth Management
South Carolina
$159M +$11.4M +8% 13% 15 6.67%
CMMS
7244
Comprehensive Money Management Services
Florida
$159M +$6.41M +4% 3.91% 207 10.14%
LA
7245
Lakeside Advisors
Washington
$159M +$9M +6% 7.7% 63.2% 69 11.59%
SG
7246
Stanich Group
New York
$159M +$27.6M +21% 18.4% 55 20%
SFC
7247
Swisher Financial Concepts
Ohio
$159M -$20M -11% 12% 112 13.39%
BWLSA
7248
Blue Water Life Science Advisors
California
$159M +$34M +27% 64.1% 503% 10 10%
ACP
7249
Argyle Capital Partners
California
$159M +$19.9M +14% 9.59% 185 17.84%
CW
7250
Cooksen Wealth
Texas
$159M +$21M +15% 14.7% 45 0%