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
SFA
5101
Seneca Financial Advisors
New York
$165M -$4.35M -3% 51
IAG
5102
Investment Advisory Group
Massachusetts
$165M +$8.39M +5% 133
AIA
5103
Arcadia Investment Advisors
Idaho
$165M -$31M -16% 115
JPLA
5104
Joseph P. Lucia & Associates
New York
$164M +$7.08M +5% 484
JAMONY
5105
Jacob Asset Management of New York
California
$164M -$59.6M -27% 79
CIA
5106
Cascade Investment Advisors
Oregon
$164M -$6.5M -4% 277
BIP
5107
Bouvel Investment Partners
Pennsylvania
$164M -$14.3M -8% 67
OCM
5108
Orser Capital Management
Texas
$164M -$34.4M -17% 105
RCA
5109
Rex Capital Advisors
Rhode Island
$164M -$26.3M -14% 25
AWM
5110
Aevitas Wealth Management
Massachusetts
$164M -$4.35M -3% 128
SRA
5111
Summit Rock Advisors
New York
$163M -$3.94M -2% 10
NIP
5112
Norwood Investment Partners
California
$163M -$20M -11% 12
CA
5113
Corrado Advisors
New Jersey
$163M -$3.63M -2% 118
AMC
5114
Asset Management Corp
Illinois
$163M -$9.31M -5% 176
CPWA
5115
Cerro Pacific Wealth Advisors
California
$163M +$5.54M +4% 123
LAIC
5116
Lederer & Associates Investment Counsel
California
$163M -$9.17M -5% 90
BAM
5117
Bellevue Asset Management
Washington
$163M -$6.64M -4% 588
HWMG
5118
Hurlow Wealth Management Group
Indiana
$163M +$35.6M +28% 100
DCM
5119
DGS Capital Management
New Jersey
$163M +$2.44M +2% 219
BMA
5120
Brooks Moore & Associates
Tennessee
$163M -$7.58M -4% 102
LA
5121
Lindenwold Advisors
Pennsylvania
$163M -$8.48M -5% 139
BP
5122
BFAM Partners
Hong Kong
$163M +$45.8M +39% 8
TRIA
5123
Trail Ridge Investment Advisors
Colorado
$163M -$3.71M -2% 142
SCM
5124
Spreng Capital Management
Ohio
$163M -$10.8M -6% 111
GWCM
5125
Godshalk Welsh Capital Management
Pennsylvania
$163M -$12.9M -7% 119