We are live on ! Find out more

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
SAM
3751
Socorro Asset Management
Texas
$307M +$80.8M +36% 6.89% 43.8% 34 11.76%
SFG
3752
SevenBridge Financial Group
Pennsylvania
$307M +$31.9M +12% 7.54% 81.7% 166 8.43%
CC
3753
Claybrook Capital
Massachusetts
$307M +$135M +78% 7.54% 7.15% 247 89.47%
SWP
3754
Strategic Wealth Partners
Ohio
$306M +$55.9M +22% 6.74% 266 35.71%
CBTWT
3755
Community Bank & Trust (Waco, Texas)
Texas
$306M +$11M +4% 6.17% 108% 135 6.67%
PCI
3756
Pacifica Capital Investments
Texas
$306M +$21M +7% 6.19% 70.4% 20 10%
SFWC
3757
Strategic Family Wealth Counselors
New Jersey
$306M +$40.5M +15% 14.3% 72.3% 86 8.14%
BA
3758
Bard Associates
Illinois
$306M +$28.7M +10% 10.7% 241% 178 13.48%
TLP
3759
Tri Locum Partners
New York
$306M -$97.7M -24% 12.2% 357% 48 68.75%
PW
3760
Peninsula Wealth
California
$305M +$26.4M +9% 7.32% 30% 21 4.76%
GTCM
3761
Gyon Technologies Capital Management
New Jersey
$305M +$75.6M +33% 9.02% 42.2% 535 63.93%
SHCM
3762
Shelter Haven Capital Management
New Jersey
$305M -$11.8M -4% 12% 20 60%
RWB
3763
RMR Wealth Builders
New Jersey
$305M -$79.9M -21% 7.49% 81.6% 797 77.92%
SCA
3764
Stokes Capital Advisors
South Carolina
$305M +$61.1M +25% 6.64% 54.5% 84 21.43%
LWA
3765
Lineweaver Wealth Advisors
Ohio
$305M +$23M +8% 6.1% 61.4% 134 23.13%
TC
3766
Teilinger Capital
Texas
$305M -$758M -71% 6.25% 30.2% 48 72.92%
EIG
3767
Ellenbecker Investment Group
Wisconsin
$305M +$20M +7% 6.88% 56.3% 71 8.45%
MWP
3768
Moller Wealth Partners
$304M +$17.6M +6% 5.28% 41.4% 48 2.08%
MCP
3769
Maso Capital Partners
Hong Kong
$304M +$44.9M +17% 4.49% 8.67% 63 39.68%
FNBOMD
3770
First National Bank of Mount Dora
Florida
$304M +$17.1M +6% 6.93% 84.5% 121 6.61%
TCMG
3771
TSP Capital Management Group
New Jersey
$304M +$20.5M +7% 8.15% 178% 54 100%
AWA
3772
Aaron Wealth Advisors
Illinois
$304M +$31.3M +11% 6.39% 96.4% 164 11.59%
KCP
3773
KDI Capital Partners
North Carolina
$304M +$46M +18% 8.92% 77.1% 32 6.25%
OHIS
3774
Oak Harvest Investment Services
Texas
$303M +$42.1M +16% 8.05% 112% 79 11.39%
HCM
3775
Harvey Capital Management
Florida
$303M +$27.4M +10% 11.1% 147% 87 21.84%