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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
SIAP
3551
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$151M +$1.03M +0.7% 2.97% 97.5% 393 14.76%
DCM
3552
Delta Capital Management
New Jersey
$151M +$2.38M +2% 2.32% 125% 79 18.99%
SXL
3553
Summit X LLC
Missouri
$151M +$10.7M +8% 2.75% 62.9% 197 16.75%
AP
3554
Agilis Partners
Massachusetts
$151M -$163M -52% 3.77% 8.47% 19 15.79%
WRM
3555
Weybosset Research & Management
Rhode Island
$150M -$4.79M -3% 4.59% 73.4% 61 11.48%
AMM
3556
American Money Management
California
$150M +$9.89M +7% 5.16% 65% 76 9.21%
PCM
3557
Peak Capital Management
Colorado
$150M -$28.6M -16% 2.42% 9.52% 107 44.86%
RWA
3558
RGT Wealth Advisors
Texas
$150M +$4.08M +3% 3.5% 9.35% 101 17.82%
JSA
3559
Jacobson & Schmitt Advisors
Wisconsin
$150M +$2.29M +2% 1.73% 70.3% 47 6.38%
CRCM
3560
Crystal Rock Capital Management
Illinois
$150M -$4.75M -3% 4.02% 172% 34 20.59%
SCP
3561
Steamboat Capital Partners
New York
$150M +$33.2M +28% 7.59% 280% 25 20%
MWM
3562
Mascoma Wealth Management
New Hampshire
$150M +$1.51M +1% 8.92% 40% 440 10.68%
IAM
3563
Integre Asset Management
New York
$150M -$15.2M -9% 7.89% 74.1% 122 36.07%
BCP
3564
Berkeley Capital Partners
Georgia
$150M +$2.79M +2% 3.06% 62.8% 124 16.94%
BSWM
3565
Boston Standard Wealth Management
Massachusetts
$150M +$5.88M +4% 3.24% 42.9% 21 0%
CMO
3566
Covenant Multifamily Offices
Texas
$150M -$8.1M -5% 4.24% 38.3% 38 2.63%
MCA
3567
Morris Capital Advisors
Pennsylvania
$150M +$7.8M +6% 7.69% 72.9% 78 8.97%
SWM
3568
SigFig Wealth Management
California
$150M +$13.8M +10% 3.88% 43.3% 28 28.57%
CCM
3569
Courage Capital Management
Tennessee
$149M -$45M -23% 15.2% 86.5% 24 33.33%
CCM
3570
Context Capital Management
California
$149M +$8.83M +6% 0.07% 3.38% 47 17.02%
FUBT
3571
First United Bank & Trust
Maryland
$149M +$1.81M +1% 4.42% 69.2% 112 7.14%
MCM
3572
Mengis Capital Management
Oregon
$149M +$8.08M +6% 4.08% 91.8% 121 4.13%
EECFV
3573
EnCap Energy Capital Fund VIII
Texas
$149M -$21.5M -13% 12.6% 6.16% 1 0%
MSFP
3574
Mark Sheptoff Financial Planning
Connecticut
$149M +$3.35M +2% 4.63% 92.4% 404 13.86%
KC
3575
Kellner Capital
New York
$149M -$50.6M -25% 4.13% 390% 46 63.04%