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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
SWRP
3676
Summit Wealth & Retirement Planning
California
$261M -$22.6M -8% 12.9% 67.6% 120 21.67%
SAM
3677
Shikiar Asset Management
New York
$260M -$93.1M -26% 18.7% 97.8% 100 11%
TVAMP
3678
Tennessee Valley Asset Management Partners
Tennessee
$260M -$35.3M -12% 14.7% 50.5% 97 18.56%
BCH
3679
Berkshire Capital Holdings
California
$260M -$230M -47% 34.5% 1,364% 96 12.5%
PFM
3680
Peak Financial Management
Massachusetts
$260M -$38.4M -13% 12.9% 51.8% 77 16.88%
SWM
3681
Scissortail Wealth Management
Oklahoma
$260M +$56.4M +28% 12.5% 56.6% 147 55.1%
RWM
3682
Rezny Wealth Management
Florida
$260M -$47.7M -16% 15% 91.9% 20 5%
CCM
3683
Cutler Capital Management
Massachusetts
$259M -$22M -8% 5.66% 34% 122 19.67%
SFG
3684
Summit Financial Group
West Virginia
$259M -$36.3M -12% 10.3% 26.1% 216 12.5%
FFG
3685
Frisch Financial Group
New York
$259M -$52.5M -17% 14.3% 56% 147 21.09%
SAM
3686
Smithbridge Asset Management
Pennsylvania
$259M -$43M -14% 13.7% 105 9.52%
LBA
3687
Lowell Blake & Associates
Massachusetts
$259M -$6.39M -2% 14.6% 44.2% 58 12.07%
4WM
3688
44 Wealth Management
Oregon
$259M -$18.6M -7% 10.4% 185 19.46%
MKC
3689
M. Kraus & Co
Vermont
$259M -$38.5M -13% 10.6% 51.8% 72 4.17%
OPA
3690
Old Port Advisors
Maine
$259M -$35.3M -12% 11.2% 106% 232 8.19%
MM
3691
Meridian Management
Arkansas
$258M -$56.9M -18% 13.4% 47.4% 86 19.77%
CFS
3692
Cannon Financial Strategists
Georgia
$258M -$18.3M -7% 12.1% 41.8% 76 21.05%
MF
3693
Manchester Financial
California
$258M -$20M -7% 13.2% 67.5% 123 28.46%
HLA
3694
Hamilton Lane Advisors
Pennsylvania
$258M -$189M -42% 30.8% 187% 85 25.88%
SWK
3695
Stephen W. Kidder
$258M -$51.3M -17% 13.4% 62.5% 75 5.33%
LRWA
3696
Long Run Wealth Advisors
New York
$258M -$28M -10% 10.8% 50.5% 97 8.25%
PCM
3697
Princeton Capital Management
New Jersey
$258M -$64M -20% 17% 148% 112 16.07%
ECM
3698
Elgethun Capital Management
South Dakota
$258M -$37.2M -13% 14.5% 61.5% 118 5.93%
MMPW
3699
Mitchell McLeod Pugh & Williams
Alabama
$258M -$40.4M -14% 13.5% 76.5% 234 8.97%
VT
3700
Vise Technologies
New York
$258M -$8.45M -3% 10.1% 329 35.26%