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 Avg Holding
Period (Yrs)
SA
3551
Springowl Associates
New York
$151M +$28.9M +24% 13.2% 101% 29 24.14% 0.9
SIAP
3552
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$151M +$1.03M +0.7% 2.97% 97.5% 393 14.76% 0.6
DCM
3553
Delta Capital Management
New Jersey
$151M +$2.38M +2% 2.32% 125% 79 18.99% 2.6
SXL
3554
Summit X LLC
Missouri
$151M +$10.7M +8% 2.75% 62.9% 197 16.75% 0.2
AP
3555
Agilis Partners
Massachusetts
$151M -$163M -52% 3.77% 8.47% 19 15.79% 1.9
WRM
3556
Weybosset Research & Management
Rhode Island
$150M -$4.79M -3% 4.59% 73.4% 61 11.48% 2.9
AMM
3557
American Money Management
California
$150M +$9.89M +7% 5.16% 65% 76 9.21% 2.7
PCM
3558
Peak Capital Management
Colorado
$150M -$28.6M -16% 2.42% 9.52% 107 44.86% 0.2
RWA
3559
RGT Wealth Advisors
Texas
$150M +$4.08M +3% 3.5% 9.35% 101 17.82% 0.7
JSA
3560
Jacobson & Schmitt Advisors
Wisconsin
$150M +$2.29M +2% 1.73% 70.3% 47 6.38% 1.5
CRCM
3561
Crystal Rock Capital Management
Illinois
$150M -$4.75M -3% 4.02% 172% 34 20.59% 1.9
SCP
3562
Steamboat Capital Partners
New York
$150M +$33.2M +28% 7.59% 280% 25 20% 0.8
MWM
3563
Mascoma Wealth Management
New Hampshire
$150M +$1.51M +1% 8.92% 40% 440 10.68% 0.6
IAM
3564
Integre Asset Management
New York
$150M -$15.2M -9% 7.89% 74.1% 122 36.07% 1.7
BCP
3565
Berkeley Capital Partners
Georgia
$150M +$2.79M +2% 3.06% 62.8% 124 16.94% 1.2
BSWM
3566
Boston Standard Wealth Management
Massachusetts
$150M +$5.88M +4% 3.24% 47.1% 21 0% 2.5
CMO
3567
Covenant Multifamily Offices
Texas
$150M -$8.1M -5% 4.24% 38.3% 38 2.63% 1.1
MCA
3568
Morris Capital Advisors
Pennsylvania
$150M +$7.8M +6% 7.69% 72.9% 78 8.97% 1.4
SWM
3569
SigFig Wealth Management
California
$150M +$13.8M +10% 3.88% 49.3% 28 28.57% 0.5
CCM
3570
Courage Capital Management
Tennessee
$149M -$45M -23% 15.2% 86.5% 24 33.33% 1.4
CCM
3571
Context Capital Management
California
$149M +$8.83M +6% 0.07% 3.38% 47 17.02% 0.6
FUBT
3572
First United Bank & Trust
Maryland
$149M +$1.81M +1% 4.42% 69.2% 112 7.14% 2.8
MCM
3573
Mengis Capital Management
Oregon
$149M +$8.08M +6% 4.08% 104% 121 4.13% 2.1
EECFV
3574
EnCap Energy Capital Fund VIII
Texas
$149M -$21.5M -13% 12.6% 6.16% 1 0% 0.8
MSFP
3575
Mark Sheptoff Financial Planning
Connecticut
$149M +$3.35M +2% 4.63% 92.4% 404 13.86% 2.3