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
SIA
7201
Sage Investment Advisers
New York
$133M 86
OFG
7202
Orcam Financial Group
California
$133M +$9.54M +8% 59
IVP
7203
Intrinsic Value Partners
Arizona
$133M +$9.83M +8% 70
RA
7204
Raffles Associates
New York
$133M +$25.9M +24% 62
DCM
7205
Dorato Capital Management
Colorado
$133M 256
CF
7206
Collier Financial
Colorado
$133M +$168K +0.1% 135
AWA
7207
AGH Wealth Advisors
Kansas
$133M -$3.32M -2% 128
GCG
7208
Gilbert Capital Group
Maine
$133M +$3.76M +3% 58
LWM
7209
Lionshead Wealth Management
New York
$133M +$6.96M +6% 109
JAA
7210
Joel Adams & Associates
North Carolina
$133M +$9.05M +7% 66
LAS
7211
Legacy Advisory Services
Pennsylvania
$133M +$446K +0.3% 52
DFSCA
7212
DEMMING FINANCIAL SERVICES CORP /ADV
Ohio
$133M 35
LHP
7213
Lexington Hill Partners
Texas
$133M 67
CTA
7214
Camelot Technology Advisors
California
$133M +$8.38M +7% 56
FF
7215
Farnam Financial
Arizona
$133M +$4.18M +3% 55
WN
7216
Williams & Novak
California
$133M +$2.84M +2% 159
TCK
7217
Topor & Co. Korea
$133M 15
RFW
7218
Rainier Family Wealth
Washington
$133M +$20.5M +18% 93
SG
7219
Somerset Group
Minnesota
$133M +$6.46M +5% 64
SFS
7220
Sunrise Financial Services
Washington
$133M 532
SG
7221
Stanich Group
New York
$133M -$30.7M -19% 59
BCM
7222
Boreal Capital Management
Florida
$133M +$8.39M +7% 542
FF
7223
Fairway Financial
Florida
$132M +$5.63M +4% 22
AFW
7224
Atlantic Family Wealth
Florida
$132M +$3.02M +2% 57
VFIA
7225
Virtus Fixed Income Advisers
Connecticut
$132M -$704K -0.5% 24