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
SBLIC
4001
Security Benefit Life Insurance Company
Kansas
$307M -$18.5M -6% 36
WSC
4002
Wellington Shields & Co
New York
$307M +$8.68M +3% 322
TA
4003
TFB Advisors
Kansas
$307M +$31.4M +11% 299
BLC
4004
Brown, Lisle/Cummings
Rhode Island
$307M +$12.5M +4% 624
SAI
4005
Savvy Advisors Inc
New York
$307M +$133M +77% 312
PCM
4006
Princeton Capital Management
New Jersey
$307M +$29.8M +11% 122
TM
4007
Tikvah Management
North Carolina
$307M -$12.5M -4% 25
EWM
4008
Essex Woodlands Management
Texas
$307M -$38.1M -11% 7
PWM
4009
Prentice Wealth Management
New York
$306M +$18.5M +6% 107
IWMA
4010
Ironwood Wealth Management (Arizona)
Arizona
$306M -$2.14M -0.7% 45
CF
4011
Copperwynd Financial
Arizona
$306M +$28.3M +10% 155
CCA
4012
Carrera Capital Advisors
Michigan
$306M 85
FCT
4013
Family Capital Trust
Massachusetts
$306M +$14.2M +5% 61
AWM
4014
Atticus Wealth Management
Florida
$306M +$37.7K +0% 578
BAM
4015
BOCHK Asset Management
Hong Kong
$306M +$19.5M +7% 75
ACA
4016
Aspire Capital Advisors
Washington
$306M +$8.77M +3% 81
HIF
4017
Hill Island Financial
Michigan
$306M +$2.81M +0.9% 71
GC
4018
Guidance Capital
Kentucky
$305M +$33.6M +12% 176
RFN
4019
RDA Financial Network
Iowa
$305M +$13.4M +5% 238
SCP
4020
Searchlight Capital Partners
New York
$305M +$8.74M +3% 4
STAS
4021
Strong Tower Advisory Services
Minnesota
$305M +$55.8M +22% 101
MAV
4022
Mason & Associates (Virginia)
Virginia
$305M +$173M +132% 109
CCM
4023
Carronade Capital Management
Connecticut
$305M +$10.8M +4% 34
CC
4024
Cederberg Capital
United Kingdom
$304M -$56.4M -16% 6
RFWA
4025
RPg Family Wealth Advisory
Massachusetts
$304M -$11.5M -4% 120