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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
HWA
3401
HHM Wealth Advisors
Tennessee
$368M +$44.5M +14% 6.79% 62.3% 670 15.07%
TFF
3402
The Family Firm
Maryland
$367M +$20.9M +6% 5.59% 40.2% 177 5.08%
SCM
3403
Schnieders Capital Management
California
$367M +$33.7M +10% 6.72% 103% 190 6.84%
LI
3404
Lafayette Investments
Maryland
$367M +$54.6M +17% 5.96% 77.9% 125 28.8%
SWM
3405
Sugarloaf Wealth Management
Georgia
$367M +$32M +10% 5.45% 10.2% 806 10.67%
EIM
3406
Elephas Investment Management
Hong Kong
$367M -$63.8M -15% 4.91% 422% 22 86.36%
PA
3407
Procyon Advisors
Connecticut
$367M +$143M +64% 6.4% 84.2% 307 25.73%
SC
3408
Saybrook Capital
North Carolina
$366M +$37.3M +11% 10% 67.1% 51 1.96%
CWS
3409
Cypress Wealth Services
California
$366M -$112M -23% 7.18% 71.8% 315 23.81%
M2MC
3410
Matthew 25 Management Corp
Pennsylvania
$366M +$31.7M +9% 9.57% 141% 21 4.76%
LDFR
3411
Lehman & Derafelo Financial Resources
Pennsylvania
$366M +$9.73M +3% 4.32% 37.5% 231 6.93%
TCMX
3412
Technology Crossover Management X
California
$366M -$67.1M -16% 1.69% 73.1% 4 25%
SAAM
3413
Solus Alternative Asset Management
New Jersey
$366M +$93.2M +34% 0.81% 79.3% 12 25%
PWS
3414
Paragon Wealth Strategies
Florida
$365M +$36.3M +11% 5.9% 59.8% 297 87.21%
SAS
3415
Sage Advisory Services
Texas
$365M -$45.4M -11% 4.15% 33.9% 57 17.54%
SGCA
3416
Steel Grove Capital Advisors
Tennessee
$365M +$58.8M +19% 6.72% 93% 147 13.61%
WLIM
3417
White Lighthouse Investment Management
Massachusetts
$365M +$38.2M +12% 6.13% 55.3% 124 8.87%
BHCM
3418
Brevan Howard Capital Management
Jersey
$365M -$316M -46% 2.91% 148% 61 42.62%
NC
3419
Nightview Capital
Texas
$365M -$10.1M -3% 4.87% 142% 12 25%
CCM
3420
Carderock Capital Management
Maryland
$365M +$30M +9% 9.72% 88.6% 87 19.54%
OLA
3421
Oliver Luxxe Assets
New Jersey
$365M +$31M +9% 7.35% 137% 208 24.04%
DFG
3422
Delphi Financial Group
Delaware
$364M +$33.5M +10% 12.2% 66.3% 34 11.76%
UF
3423
Univest Financial
Pennsylvania
$364M +$9.47M +3% 6.78% 82.6% 114 14.04%
OSNBOA
3424
Old Second National Bank of Aurora
Illinois
$364M +$5.51M +2% 7.28% 89.5% 340 9.12%
ECM
3425
Endurant Capital Management
California
$364M -$19.7M -5% 2.45% 18.4% 83 57.83%