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
TWA
5326
Trellis Wealth Advisors
California
$150M +$14.3M +11% 32
CASB
5327
Cape Ann Savings Bank
Massachusetts
$150M +$7.76M +5% 85
SCM
5328
Solas Capital Management
Connecticut
$150M -$37M -20% 27
LFASL
5329
Lugano Financial Advisors SA (LFA)
Switzerland
$150M +$18.1M +14% 177
HFCII
5330
H&F Corporate Investors IX
California
$150M +$9.45M +7% 1
OCP
5331
Oakcliff Capital Partners
New York
$150M +$6.6M +5% 9
LAI
5332
Legal Advantage Investments
California
$150M +$13.8M +10% 98
IAG
5333
Investmark Advisory Group
Connecticut
$150M +$13.8M +10% 109
NVCHI
5334
New Vernon Capital Holdings II
New Jersey
$150M +$14M +10% 91
UAM
5335
Unison Asset Management
Florida
$150M +$17.9M +14% 34
SGL
5336
Sonic GP LLC
Hawaii
$150M +$18.9M +14% 26
LB
5337
Legacy Bridge
Iowa
$150M +$6.47M +5% 298
ACM
5338
Adalta Capital Management
New York
$150M +$6.63M +5% 90
HAFS
5339
Hapanowicz & Associates Financial Services
Pennsylvania
$150M +$4.6M +3% 33
SWP
5340
ShoreHaven Wealth Partners
New Jersey
$149M +$6.94M +5% 76
IIA
5341
Integral Investment Advisors
California
$149M +$9.68M +7% 83
GA
5342
Gagnon Advisors
New York
$149M +$470K +0.3% 29
JPLA
5343
Joseph P. Lucia & Associates
New York
$149M +$5.81M +4% 121
WMWM
5344
Whitaker-Myers Wealth Managers
Ohio
$149M +$20.1M +16% 74
CWMU
5345
Caliber Wealth Management (Utah)
Utah
$149M +$15.7M +12% 66
GL
5346
GHE LLC
Tennessee
$149M +$22.3M +18% 55
PC
5347
Prairiewood Capital
North Dakota
$149M +$1.57M +1% 79
QS
5348
Quantitative Strategies
California
$149M 20
EA
5349
Eudaimonia Advisors
Tennessee
$149M +$715K +0.5% 158
NRW
5350
Nova R Wealth
Kansas
$149M +$1.07M +0.7% 75