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
SCA
4526
Stuart Chaussee & Associates
California
$210M -$22.4M -10% 193
AR
4527
Apeiron RIA
Texas
$210M -$33.8M -14% 185
LHC
4528
Lodge Hill Capital
New York
$210M -$160M -43% 32
CFA
4529
Camarda Financial Advisors
Florida
$210M +$32.9M +19% 151
BFA
4530
Beacon Financial Advisory
Ohio
$209M -$7.31M -3% 250
WBC
4531
West Branch Capital
Massachusetts
$209M -$25.7M -11% 478
TA
4532
Tamarack Advisers
California
$209M -$33M -14% 58
WCM
4533
WestBridge Capital Management
Mauritius
$209M -$134M -39% 2
PFT
4534
Providence First Trust
Arizona
$209M -$12.6M -6% 93
TWA
4535
Tillar-Wenstrup Advisors
Ohio
$209M -$3.59M -2% 46
RWM
4536
Rockwood Wealth Management
Pennsylvania
$209M -$16.5M -7% 128
CFO
4537
Colony Family Offices
North Carolina
$208M +$1.07M +0.5% 34
DFA
4538
DHJJ Financial Advisors
Illinois
$208M -$4.73M -2% 138
JFG
4539
Jefferies Financial Group
New York
$208M -$15.7M -7% 6
KTM
4540
Keeler Thomas Management
Utah
$208M -$22.8M -10% 79
EWMCB
4541
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$208M -$11.6M -5% 51
HIC
4542
Harbor Island Capital
Massachusetts
$208M -$17.3M -8% 15
PWM
4543
Prentice Wealth Management
New York
$208M -$5.42M -3% 106
LFA
4544
Landmark Financial Advisors
Kentucky
$208M -$16.5M -7% 91
BLC
4545
Brown, Lisle/Cummings
Rhode Island
$208M +$8.06M +4% 488
RCM
4546
Rings Capital Management
Illinois
$208M -$35.5M -15% 7
GAAM
4547
Guinness Atkinson Asset Management
California
$208M -$20.8M -9% 98
ITIM
4548
Indiana Trust & Investment Management
Indiana
$208M -$8.36M -4% 122
RWM
4549
RBA Wealth Management
California
$208M -$3.57M -2% 113
PTP
4550
Platform Technology Partners
New York
$208M -$19.6M -9% 238