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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
SWM
3076
Sugarloaf Wealth Management
Georgia
$223M -$11.9M -5% 12% 10.2% 770 10.91%
LCC
3077
Lincoln Capital Corp
Rhode Island
$223M +$88.3M +65% 13.4% 73.9% 58 37.93%
NIC
3078
Northwest Investment Counselors
Oregon
$223M -$60.6M -21% 17.6% 32.4% 145 10.34%
CPA
3079
Court Place Advisors
Maryland
$223M -$54.4M -20% 16.4% 92% 179 12.29%
NTCM
3080
Nut Tree Capital Management
New York
$223M +$3.35M +2% 47.2% 101% 18 38.89%
22CM
3081
20/20 Capital Management
California
$223M -$25.4M -10% 15.7% 157 17.83%
BCM
3082
BlueMar Capital Management
Florida
$223M -$128M -36% 22.7% 27.4% 54 66.67%
PAS
3083
Partnervest Advisory Services
California
$223M -$50M -18% 15.5% 45.1% 275 38.91%
BWA
3084
Burt Wealth Advisors
Maryland
$223M -$33.7M -13% 12.4% 57.3% 441 28.8%
FSA
3085
Financial Sense Advisors
California
$223M -$49.5M -18% 12.1% 152% 109 45.87%
RWA
3086
Redhawk Wealth Advisors
Minnesota
$222M -$44.4M -17% 9.97% 111% 213 48.83%
SIP
3087
Stoneridge Investment Partners
Pennsylvania
$222M -$73.3M -25% 22.1% 44.2% 151 37.75%
RCMC
3088
RK Capital Management (Colorado)
Colorado
$222M -$44.8M -17% 21.8% 89% 71 50.7%
NB
3089
Nicolet Bankshares
Wisconsin
$222M -$48.7M -18% 19.3% 75.5% 190 17.89%
EA
3090
Emerald Advisors
Washington
$221M +$116M +111% 5.65% 78.4% 122 62.3%
PAMI
3091
Perseverance Asset Management International
Cayman Islands
$221M +$64.5M +41% 3.36% 120% 18 22.22%
NIMI
3092
Natixis Investment Managers International
France
$221M -$77.6M -26% 18.2% 34.7% 12 33.33%
KCP
3093
KDI Capital Partners
North Carolina
$221M -$53.8M -20% 12.3% 77.1% 36 33.33%
NQWM
3094
Northwest Quadrant Wealth Management
Oregon
$221M -$21.8M -9% 17.4% 45.6% 68 22.06%
ECM
3095
Endurant Capital Management
California
$221M -$96.8M -30% 17.6% 18.4% 74 58.11%
VR
3096
Viridian RIA
Washington
$221M -$59.9M -21% 17.4% 63.1% 62 17.74%
FC
3097
Fulcrum Capital
Washington
$220M -$103M -32% 16.6% 83.4% 75 20%
SWK
3098
Stephen W. Kidder
$220M -$51.5M -19% 15.2% 94.7% 73 13.7%
3C
3099
361 Capital
Colorado
$220M -$141M -39% 20.5% 118% 421 60.81%
NPGCU
3100
Napier Park Global Capital (US)
New York
$220M +$5.39M +3% 10.3% 237% 38 84.21%