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
NEGWA
4176
New England Guild Wealth Advisors
Connecticut
$106M +$1.14M +1% 54
PA
4177
PFG Advisors
Arizona
$106M +$10.1M +11% 151
BWM
4178
Biltmore Wealth Management
Arizona
$105M -$5.45M -5% 42
HA
4179
Harborview Advisors
Maine
$105M +$721K +0.7% 75
CAM
4180
Crown Advisors Management
California
$105M +$582K +0.6% 47
WTFG
4181
Wells Trecaso Financial Group
Ohio
$105M +$2.93M +3% 71
PAM
4182
Pegasus Asset Management
New York
$105M +$4.95M +5% 70
OC
4183
Oppenheimer & Close
New York
$105M +$2.2M +2% 37
OFG
4184
OmniStar Financial Group
North Carolina
$105M -$4.5M -4% 111
TA
4185
Trellis Advisors
Washington
$105M -$1.04M -1% 45
BLA
4186
Balter Liquid Alternatives
Massachusetts
$105M +$3.79M +4% 249
SG
4187
StoneX Group
New York
$105M +$8.67M +9% 224
CP
4188
Covalent Partners
Massachusetts
$104M -$13.3M -11% 29
AA
4189
Altman Advisors
Illinois
$104M -$10.6M -9% 82
MCM
4190
Mork Capital Management
California
$104M -$35.7M -26% 134
HCM
4191
Hall Capital Management
Rhode Island
$104M -$10.1M -9% 88
HMS
4192
Hanseatic Management Services
New Mexico
$104M +$4.95M +5% 510
BCIM
4193
Burford Capital Investment Management
Illinois
$104M +$5.3M +5% 4
TWM
4194
Titus Wealth Management
California
$104M +$15.4M +17% 100
LWIC
4195
Leith Wheeler Investment Counsel
British Columbia, Canada
$104M +$46.4M +81% 35
LFGH
4196
Lee Financial Group Hawaii
Hawaii
$104M -$3.85M -4% 37
MRI
4197
Mad River Investors
Massachusetts
$104M +$12.4M +14% 29
GCM
4198
Gator Capital Management
Florida
$104M -$562K -0.5% 126
SWM
4199
Sequoia Wealth Management
Illinois
$104M -$7.21M -7% 63
LCM
4200
Lucas Capital Management
New Jersey
$103M -$11.8M -10% 114