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
CI
4851
Ceera Investments
Texas
$193M +$11.1M +6% 67
BFA
4852
Brendel Financial Advisors
New Hampshire
$193M +$109M +130% 120
KLC
4853
Kent Lake Capital
Nevada
$193M -$39.6M -17% 51
TWM
4854
Triton Wealth Management
Arizona
$193M -$16.9M -8% 110
SL
4855
SIB LLC
New York
$193M +$11.7M +6% 20
SCM
4856
Salem Capital Management
Massachusetts
$193M +$10.2M +6% 73
JWM
4857
Jupiter Wealth Management
Colorado
$193M -$19.3M -9% 99
NCM
4858
New Capital Management
Texas
$192M +$10.7M +6% 43
LHA
4859
Little Harbor Advisors
Massachusetts
$192M 1
WFA
4860
Wade Financial Advisory
California
$192M +$15.1M +9% 73
CC
4861
Codex Capital
New York
$192M +$5.96M +3% 46
BA
4862
Bennicas & Associates
California
$192M +$14.5M +8% 102
IPW
4863
IronBridge Private Wealth
Texas
$192M +$25M +15% 339
LB
4864
Legacy Bridge
Iowa
$192M +$18.5M +11% 314
EW
4865
Emerson Wealth
Michigan
$192M +$12.6M +7% 54
CWM
4866
CCG Wealth Management
California
$192M +$20.3M +12% 119
AA
4867
Armor Advisors
New York
$191M -$8.16M -4% 22
LCM
4868
Lonestar Capital Management
California
$191M -$843K -0.4% 36
AWA
4869
Aquire Wealth Advisors
Utah
$191M 276
MAG
4870
Mass Ave Global
New York
$191M 27
WG
4871
Watchman Group
Texas
$191M +$35.6M +23% 82
RH
4872
RFG Holdings
Texas
$191M +$18.1M +11% 35
SFPG
4873
Stonebridge Financial Planning Group
Florida
$191M -$13.8M -7% 431
FCM
4874
Fortis Capital Management
Washington
$191M +$18.4M +11% 113
WFC
4875
Western Financial Corp
California
$191M +$22M +13% 93