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
PWA
4976
Phoenix Wealth Advisors
North Carolina
$132M 343
WLPWM
4977
Walled Lake Planning & Wealth Management
Illinois
$132M +$8.32M +7% 366
SFA
4978
Seneca Financial Advisors
New York
$132M 37
PKC
4979
Palmer Knight Company
Florida
$131M +$33.5M +34% 27
PIA
4980
Powell Investment Advisors
Florida
$131M +$14.9M +13% 123
CL
4981
COWA LLC
Oklahoma
$131M 379
NFG
4982
Northeast Financial Group
Pennsylvania
$131M 45
RCA
4983
Rex Capital Advisors
Rhode Island
$131M +$13.5M +11% 22
ECM
4984
EMC Capital Management
Texas
$131M 100
IMA
4985
Investment Management Associates
Colorado
$131M 52
CCM
4986
Cox Capital Management
Massachusetts
$131M +$17.9M +16% 89
BCM
4987
Burrage Capital Management
Massachusetts
$131M +$4.53M +4% 34
ETCM
4988
Evolutionary Tree Capital Management
Virginia
$131M 41
FCM
4989
Fortis Capital Management
Washington
$131M +$5.21M +4% 130
SC
4990
Steph & Co
Wisconsin
$131M +$24.1M +23% 240
SCM
4991
Solas Capital Management
Connecticut
$131M +$26.7M +26% 30
BCM
4992
Birch Capital Management
Texas
$131M +$16M +14% 106
CAG
4993
Compass Advisory Group
New York
$131M 39
SCM
4994
Stonepine Capital Management
Oregon
$131M +$34.5M +36% 24
IA
4995
IFS Advisors
Kansas
$131M 178
FIM
4996
FWL Investment Management
Texas
$131M 48
PPWM
4997
PFG Private Wealth Management
Florida
$130M +$15.7M +14% 49
CHA
4998
Cooper/Haims Advisors
New York
$130M +$9.06M +7% 70
BFM
4999
Broadview Financial Management
Wisconsin
$130M +$11.7M +10% 46
LAIC
5000
Lederer & Associates Investment Counsel
California
$130M +$10.2M +8% 87