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
SIC
5101
Samalin Investment Counsel
New York
$165M -$1.6M -1% 273
MWM
5102
Midwest Wealth Management
Indiana
$165M +$4.88M +3% 104
GB
5103
Goepper Burkhardt
South Carolina
$165M -$3.54M -2% 73
PWM
5104
Provident Wealth Management
Tennessee
$165M +$12.4M +8% 107
FLC
5105
Fifth Lane Capital
Texas
$165M -$5.79M -3% 458
SFA
5106
Seneca Financial Advisors
New York
$165M -$4.35M -3% 51
IAG
5107
Investment Advisory Group
Massachusetts
$165M +$8.39M +5% 133
AIA
5108
Arcadia Investment Advisors
Idaho
$165M -$31M -16% 115
JPLA
5109
Joseph P. Lucia & Associates
New York
$164M +$7.08M +5% 484
JAMONY
5110
Jacob Asset Management of New York
California
$164M -$59.6M -27% 79
CIA
5111
Cascade Investment Advisors
Oregon
$164M -$6.5M -4% 277
BIP
5112
Bouvel Investment Partners
Pennsylvania
$164M -$14.3M -8% 67
OCM
5113
Orser Capital Management
Texas
$164M -$34.4M -17% 105
RCA
5114
Rex Capital Advisors
Rhode Island
$164M -$26.3M -14% 25
AWM
5115
Aevitas Wealth Management
Massachusetts
$164M -$4.35M -3% 128
SRA
5116
Summit Rock Advisors
New York
$163M -$3.94M -2% 10
NIP
5117
Norwood Investment Partners
California
$163M -$20M -11% 12
CA
5118
Corrado Advisors
New Jersey
$163M -$3.63M -2% 118
AMC
5119
Asset Management Corp
Illinois
$163M -$9.31M -5% 176
CPWA
5120
Cerro Pacific Wealth Advisors
California
$163M +$5.54M +4% 123
LAIC
5121
Lederer & Associates Investment Counsel
California
$163M -$9.17M -5% 90
BAM
5122
Bellevue Asset Management
Washington
$163M -$6.64M -4% 588
HWMG
5123
Hurlow Wealth Management Group
Indiana
$163M +$35.6M +28% 100
DCM
5124
DGS Capital Management
New Jersey
$163M +$2.44M +2% 219
BMA
5125
Brooks Moore & Associates
Tennessee
$163M -$7.58M -4% 102