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
5326
Seneca Financial Advisors
New York
$151M -$4.96M -3% 57
HHRDM
5327
H&H Retirement Design & Management
Nevada
$151M -$6.53M -4% 58
BS
5328
Bessemer Securities
New York
$151M -$63.5M -30% 137
CCA
5329
Cora Capital Advisors
New Jersey
$150M +$16.2M +12% 98
TWA
5330
Trellis Wealth Advisors
California
$150M +$14.3M +11% 32
CASB
5331
Cape Ann Savings Bank
Massachusetts
$150M +$7.76M +5% 85
SCM
5332
Solas Capital Management
Connecticut
$150M -$37M -20% 27
LFASL
5333
Lugano Financial Advisors SA (LFA)
Switzerland
$150M +$18.1M +14% 177
HFCII
5334
H&F Corporate Investors IX
California
$150M +$9.45M +7% 1
OCP
5335
Oakcliff Capital Partners
New York
$150M +$6.6M +5% 9
LAI
5336
Legal Advantage Investments
California
$150M +$13.8M +10% 98
IAG
5337
Investmark Advisory Group
Connecticut
$150M +$13.8M +10% 109
NVCHI
5338
New Vernon Capital Holdings II
New Jersey
$150M +$14M +10% 91
UAM
5339
Unison Asset Management
Florida
$150M +$17.9M +14% 34
SGL
5340
Sonic GP LLC
Hawaii
$150M +$18.9M +14% 26
LB
5341
Legacy Bridge
Iowa
$150M +$6.47M +5% 298
ACM
5342
Adalta Capital Management
New York
$150M +$6.63M +5% 90
HAFS
5343
Hapanowicz & Associates Financial Services
Pennsylvania
$150M +$4.6M +3% 33
SWP
5344
ShoreHaven Wealth Partners
New Jersey
$149M +$6.94M +5% 76
IIA
5345
Integral Investment Advisors
California
$149M +$9.68M +7% 83
GA
5346
Gagnon Advisors
New York
$149M +$470K +0.3% 29
JPLA
5347
Joseph P. Lucia & Associates
New York
$149M +$5.81M +4% 121
WMWM
5348
Whitaker-Myers Wealth Managers
Ohio
$149M +$20.1M +16% 74
CWMU
5349
Caliber Wealth Management (Utah)
Utah
$149M +$15.7M +12% 66
GL
5350
GHE LLC
Tennessee
$149M +$22.3M +18% 55