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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
SWA
3726
Sutton Wealth Advisors
Florida
$246M -$6.23M -2% 4.71% 40.9% 1,758 13.59%
NW
3727
Naviter Wealth
Arkansas
$245M +$1.39M +0.6% 5.47% 67.3% 200 19%
SWK
3728
Stephen W. Kidder
$245M -$13.2M -5% 2.81% 62.5% 71 5.63%
SIM
3729
Seaview Investment Managers
Florida
$245M +$22.8M +10% 0.61% 148% 114 38.6%
V
3730
ValueWorks
New York
$245M +$1.17M +0.5% 4.41% 110% 38 2.63%
AI
3731
ArchPoint Investors
Florida
$245M -$7.46M -3% 3.89% 98.2% 61 9.84%
TSWM
3732
Triangle Securities Wealth Management
North Carolina
$245M -$12M -5% 5.47% 80% 177 7.91%
RCG
3733
Regatta Capital Group
California
$245M +$34.8M +17% 5.65% 63% 164 7.32%
SCP
3734
Syntal Capital Partners
Texas
$245M +$18.5M +8% 5.09% 102% 117 34.19%
CM
3735
Columbus Macro
Pennsylvania
$244M -$18.8M -7% 5.38% 46.8% 196 23.98%
TCM
3736
Tradewinds Capital Management
Washington
$244M -$23.5M -9% 3.66% 85.2% 530 14.15%
MIM
3737
Montgomery Investment Management
Maryland
$244M -$3.3M -1% 1.23% 98.4% 83 9.64%
AAMC
3738
Asset Allocation & Management Company
Illinois
$244M +$4.04M +2% 4.54% 53.8% 126 15.08%
GDS
3739
Gimbel Daniel Scott
$244M +$76K +0% 0.08% 141% 3 0%
PC
3740
PhiloSmith Capital
Connecticut
$244M -$1.84M -0.7% 0.26% 54% 29 24.14%
FSCM
3741
First Sabrepoint Capital Management
Texas
$244M -$12.3M -5% 9.68% 182% 29 13.79%
SAM
3742
Smithbridge Asset Management
Pennsylvania
$244M -$15.2M -6% 5.12% 104 14.42%
PCA
3743
Peddock Capital Advisors
Massachusetts
$244M -$12.1M -5% 3.57% 104% 148 6.76%
EWM
3744
EPG Wealth Management
Georgia
$243M +$9.31M +4% 4.74% 96% 395 48.35%
CAG
3745
Curtis Advisory Group
California
$243M -$8.61M -3% 4.53% 67.6% 92 11.96%
PIM
3746
Progressive Investment Management
Oregon
$243M -$12.7M -5% 4.43% 86.3% 52 5.77%
4WM
3747
44 Wealth Management
Oregon
$243M -$15.6M -6% 7.09% 173 11.56%
LPIC
3748
LeJeune Puetz Investment Counsel
Michigan
$243M -$14M -5% 5.98% 64.1% 193 3.63%
M2MC
3749
Matthew 25 Management Corp
Pennsylvania
$243M -$27.6M -10% 6.71% 122% 23 4.35%
HGERS
3750
Householder Group Estate & Retirement Specialist
Arizona
$243M +$18.8M +8% 5.55% 1,227 84.19%