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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 Avg Holding
Period (Yrs)
PCFFS
3576
Pacific Center for Financial Services
California
$149M +$6.35M +4% 2.1% 54.7% 326 6.13% 0.5
TCM
3577
Texan Capital Management
Texas
$149M -$70.8M -32% 1.85% 19.3% 134 24.63% 2.8
WCWM
3578
Willow Creek Wealth Management
California
$149M +$3.69M +3% 0.58% 36.5% 20 0% 1.9
GG
3579
GenWealth Group
New Jersey
$149M – – 2.5% 67.8% 51 – 0
DCM
3580
Delta Capital Management
New Jersey
$149M +$3.83M +3% 3.56% 125% 74 10.81% 2.7
VCM
3581
Venor Capital Management
New York
$148M -$38.5M -21% 2.85% – 12 58.33% 1
SVCP
3582
Silicon Valley Capital Partners
California
$148M -$12M -8% 3% 103% 27 18.52% 0.8
MWM
3583
Mascoma Wealth Management
New Hampshire
$148M +$8.58M +6% 1.38% 40% 463 28.94% 0.4
HKIM
3584
Hayek Kallen Investment Management
Alabama
$148M +$3.69M +3% 2.81% 71.9% 72 15.28% 2.8
CGI
3585
Cougar Global Investments
Ontario, Canada
$148M -$1.1M -0.7% 2.95% 17.4% 15 53.33% 0.6
JSA
3586
Jacobson & Schmitt Advisors
Wisconsin
$148M +$4.21M +3% 4.03% 70.3% 47 4.26% 1.4
RCG
3587
Ruggie Capital Group
Florida
$148M +$13.7M +10% 2.57% 22% 329 27.66% 0.7
BCM
3588
Boltwood Capital Management
California
$148M +$4.87M +3% 1.68% 63% 118 5.93% 2.7
AIM
3589
Act II Management
New York
$148M +$10.2M +7% 5.88% 43.6% 23 21.74% 1.4
KC
3590
Kingfisher Capital
North Carolina
$148M +$9.07M +7% 2.55% 58.5% 115 7.83% 1.9
WCG
3591
Wall Capital Group
Arizona
$148M +$21.3M +17% 2.51% – 51 21.57% 0.2
CSA
3592
Cottage Street Advisors
Massachusetts
$148M +$7.21M +5% 2.85% 91.4% 88 9.09% 1.3
FUBT
3593
First United Bank & Trust
Maryland
$148M +$4.88M +3% 2.38% 69.2% 113 7.08% 2.7
SCM
3594
Sitrin Capital Management
California
$148M +$8.44M +6% 5.59% 128% 39 12.82% 1.2
LPIC
3595
LeJeune Puetz Investment Counsel
Michigan
$147M +$8.28M +6% 3% 64.1% 147 4.08% 0.5
PIA
3596
Phoenix Investment Adviser
New York
$147M +$15.1M +11% 0.85% 25% 68 38.24% 0.8
CHJWM
3597
Carlton Hofferkamp & Jenks Wealth Management
Texas
$147M +$3.86M +3% 1.2% 58.2% 89 8.99% 2.1
HCA
3598
Horan Capital Advisors
Ohio
$147M +$6.69M +5% 2.48% 26.6% 79 22.78% 2
BCP
3599
Berkeley Capital Partners
Georgia
$147M -$309K -0.2% 1.79% 62.8% 127 21.26% 1.1
MFT
3600
Moisand Fitzgerald Tamayo
Florida
$147M +$4.97M +4% 2.37% 48.1% 63 3.17% 1.4