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
SV
5326
Stilwell Value
New York
$200M +$7.84M +4% 36
LWM
5327
Lodestone Wealth Management
Washington
$200M +$10.1M +5% 157
ORC
5328
O'Rourke & Company
Massachusetts
$200M +$22.2M +12% 152
EL
5329
EQ LLC
Washington
$200M +$32.8M +20% 64
SIAG
5330
Signet Investment Advisory Group
Rhode Island
$200M +$13.3M +7% 72
TWA
5331
Trellis Wealth Advisors
California
$200M +$17.6M +10% 31
GCA
5332
GSI Capital Advisors
California
$200M +$30.3M +18% 35
PWIA
5333
Porter White Investment Advisors
Alabama
$200M +$13M +7% 33
LHCM
5334
Lloyd Harbor Capital Management
New York
$200M +$36.3M +22% 30
BCA
5335
Ballentine Capital Advisors
South Carolina
$199M +$11.3M +6% 30
JCM
5336
JS Capital Management
New York
$199M +$3.05M +2% 1
PF
5337
Parker Financial
Washington
$199M +$15.8M +9% 43
QCIG
5338
Quad-Cities Investment Group
Iowa
$199M +$18.5M +10% 189
IFO
5339
Independent Family Office
New York
$199M +$23.9M +14% 76
PHM
5340
Prospect Hill Management
New Jersey
$199M +$17M +9% 17
TWM
5341
Trueblood Wealth Management
Ohio
$199M +$22M +12% 236
PCM
5342
Peirce Capital Management
Texas
$199M +$10.3M +5% 37
TWM
5343
TCFG Wealth Management
California
$199M 222
CW
5344
Cook Wealth
North Carolina
$199M +$14M +8% 57
WIA
5345
Wetzel Investment Advisors
Indiana
$199M +$24.4M +14% 944
MAMNY
5346
Marathon Asset Management (New York)
New York
$199M +$91.3M +85% 12
OCP
5347
Oakcliff Capital Partners
New York
$199M +$11.9M +6% 10
AFM
5348
Abbot Financial Management
Massachusetts
$199M +$12M +6% 128
RF
5349
RHS Financial
California
$199M +$35.2M +22% 138
LFPWM
5350
Leicht Financial Planning & Wealth Management
New Jersey
$199M +$10.9M +6% 20