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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
2WWM
7476
21 West Wealth Management
California
$105M +$6.28M +6% 4.89% 59 1.69%
SGFG
7477
Silver Grove Financial Group
New York
$105M 8.15% 113
RQS
7478
Ramsey Quantitative Systems
Kentucky
$105M +$4.58M +5% 7.03% 42% 12 83.33%
WWA
7479
Wisconsin Wealth Advisors
Wisconsin
$105M +$18M +21% 9.04% 88 10.23%
HCA
7480
Harpswell Capital Advisors
Maine
$105M 6.12% 35
PFA
7481
Providence Financial Advisors
Kansas
$105M 7.07% 49
BG
7482
BRX Global
New York
$105M -$13.7M -12% 6.99% 80.7% 3 0%
PWM
7483
Peck Wealth Management
New York
$105M 8.94% 134
LCM
7484
Lattice Capital Management
Washington
$104M +$13.5M +15% 17% 206% 24 12.5%
1M
7485
13D Management
New York
$104M -$5.31M -5% 18.4% 82.8% 24 41.67%
BM
7486
Brandywine Managers
Delaware
$104M +$3.62M +4% 4.86% 53.1% 39 12.82%
RHCA
7487
Rosenthal Henry Capital Advisors
Indiana
$104M +$4.86M +5% 6.53% 61.7% 41 14.63%
WCBA
7488
Weaver C. Barksdale & Associates
Tennessee
$104M -$356K -0.3% 6.43% 40.1% 63 3.17%
FA
7489
Forefront Analytics
Pennsylvania
$104M +$14.3M +16% 6.65% 33.5% 45 8.89%
KWM
7490
Kassira Wealth Management
Tennessee
$104M 11.4% 53
SPL
7491
Smart Portfolios LLC
Washington
$104M +$4.43M +4% 6.88% 41.3% 102 3.92%
MC
7492
MSD Capital
New York
$104M -$51.2M -33% 0.25% 19.8% 3 0%
DILH
7493
Dai-ichi Life Holdings
Japan
$104M +$18.1M +21% 2.64% 26 42.31%
GAA
7494
Green Alpha Advisors
Colorado
$104M -$1.09M -1% 18.1% 136% 111 9.91%
RL
7495
Retireful LLC
Michigan
$103M -$41.6M -29% 14.5% 382% 194 77.84%
GC
7496
Grange Capital
Oregon
$103M +$7.84M +8% 7.77% 50 14%
IWC
7497
Infinity Wealth Counsel
Ohio
$103M +$4.07M +4% 4.88% 65 9.23%
EVC
7498
Emeth Value Capital
Louisiana
$103M -$9.3M -8% 10.4% 5 0%
WFA
7499
WJ Financial Advisors
Connecticut
$103M 8.54% 108
JPT
7500
Jordan Park Trust
New Hampshire
$103M -$5.19M -5% 4.72% 15 13.33%