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
GB
5101
Goepper Burkhardt
South Carolina
$165M -$3.54M -2% 73
PWM
5102
Provident Wealth Management
Tennessee
$165M +$12.4M +8% 107
FLC
5103
Fifth Lane Capital
Texas
$165M -$5.79M -3% 458
SFA
5104
Seneca Financial Advisors
New York
$165M -$4.35M -3% 51
IAG
5105
Investment Advisory Group
Massachusetts
$165M +$8.39M +5% 133
AIA
5106
Arcadia Investment Advisors
Idaho
$165M -$31M -16% 115
JPLA
5107
Joseph P. Lucia & Associates
New York
$164M +$7.08M +5% 484
JAMONY
5108
Jacob Asset Management of New York
California
$164M -$59.6M -27% 79
CIA
5109
Cascade Investment Advisors
Oregon
$164M -$6.5M -4% 277
BIP
5110
Bouvel Investment Partners
Pennsylvania
$164M -$14.3M -8% 67
OCM
5111
Orser Capital Management
Texas
$164M -$34.4M -17% 105
RCA
5112
Rex Capital Advisors
Rhode Island
$164M -$26.3M -14% 25
AWM
5113
Aevitas Wealth Management
Massachusetts
$164M -$4.35M -3% 128
SRA
5114
Summit Rock Advisors
New York
$163M -$3.94M -2% 10
NIP
5115
Norwood Investment Partners
California
$163M -$20M -11% 12
CA
5116
Corrado Advisors
New Jersey
$163M -$3.63M -2% 118
AMC
5117
Asset Management Corp
Illinois
$163M -$9.31M -5% 176
CPWA
5118
Cerro Pacific Wealth Advisors
California
$163M +$5.54M +4% 123
LAIC
5119
Lederer & Associates Investment Counsel
California
$163M -$9.17M -5% 90
BAM
5120
Bellevue Asset Management
Washington
$163M -$6.64M -4% 588
HWMG
5121
Hurlow Wealth Management Group
Indiana
$163M +$35.6M +28% 100
DCM
5122
DGS Capital Management
New Jersey
$163M +$2.44M +2% 219
BMA
5123
Brooks Moore & Associates
Tennessee
$163M -$7.58M -4% 102
LA
5124
Lindenwold Advisors
Pennsylvania
$163M -$8.48M -5% 139
BP
5125
BFAM Partners
Hong Kong
$163M +$45.8M +39% 8