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
PWIA
5326
Porter White Investment Advisors
Alabama
$200M +$13M +7% 33
LHCM
5327
Lloyd Harbor Capital Management
New York
$200M +$36.3M +22% 30
BCA
5328
Ballentine Capital Advisors
South Carolina
$199M +$11.3M +6% 30
JCM
5329
JS Capital Management
New York
$199M +$3.05M +2% 1
PF
5330
Parker Financial
Washington
$199M +$15.8M +9% 43
QCIG
5331
Quad-Cities Investment Group
Iowa
$199M +$18.5M +10% 189
IFO
5332
Independent Family Office
New York
$199M +$23.9M +14% 76
PHM
5333
Prospect Hill Management
New Jersey
$199M +$17M +9% 17
TWM
5334
Trueblood Wealth Management
Ohio
$199M +$22M +12% 236
PCM
5335
Peirce Capital Management
Texas
$199M +$10.3M +5% 37
TWM
5336
TCFG Wealth Management
California
$199M 222
CW
5337
Cook Wealth
North Carolina
$199M +$14M +8% 57
WIA
5338
Wetzel Investment Advisors
Indiana
$199M +$24.4M +14% 944
MAMNY
5339
Marathon Asset Management (New York)
New York
$199M +$91.3M +85% 12
OCP
5340
Oakcliff Capital Partners
New York
$199M +$11.9M +6% 10
AFM
5341
Abbot Financial Management
Massachusetts
$199M +$12M +6% 128
RF
5342
RHS Financial
California
$199M +$35.2M +22% 138
LFPWM
5343
Leicht Financial Planning & Wealth Management
New Jersey
$199M +$10.9M +6% 20
HAFS
5344
Hapanowicz & Associates Financial Services
Pennsylvania
$199M +$23.5M +13% 32
RTL
5345
Red Tortoise LLC
Georgia
$199M +$15.2M +8% 605
RF
5346
Robbins Farley
New Hampshire
$199M +$10.4M +6% 172
LA
5347
Lindenwold Advisors
Pennsylvania
$199M +$11.2M +6% 118
DA
5348
DCM Advisors
New York
$199M +$9.15M +5% 55
AWM
5349
AAF Wealth Management
Massachusetts
$198M +$5.42M +3% 49
NIF
5350
Nalanda India Fund
Mauritius
$198M +$791K +0.4% 1