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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
SCM
3776
Stonehearth Capital Management
Massachusetts
$128M +$1.74M +1% 3.5% 80.7% 36 13.89%
DP
3777
Denver PWM
Colorado
$128M 3.36% 44.8% 60
RCM
3778
RB Capital Management
Nevada
$128M +$12M +10% 3.29% 79.4% 135 12.59%
LIM
3779
Loudon Investment Management
New Hampshire
$128M -$3.91M -3% 3.45% 61.6% 89 6.74%
SC
3780
Scholtz & Company
Connecticut
$128M +$11.8M +10% 7.27% 89.2% 74 51.35%
BWM
3781
Bernicke Wealth Management
Wisconsin
$127M +$2.03M +2% 2.13% 56 14.29%
MUAMU
3782
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$127M +$14.3M +13% 6.06% 138% 64 14.06%
ATC
3783
Adirondack Trust Company
New York
$127M +$3.18M +3% 3.72% 84.9% 333 7.21%
WEO
3784
William E. Oberndorf
$127M +$29.1M +30% 19.7% 36.2% 8 37.5%
HH
3785
HWG Holdings
Texas
$127M -$8.11M -6% 7.52% 133 48.87%
TCMV
3786
Technology Crossover Management V
California
$127M -$1.62M -1% 1.57% 2.5% 2 0%
MP
3787
Manifold Partners
California
$127M +$41.5M +49% 4.47% 24.9% 18 38.89%
CWP
3788
Capital Wealth Planning
Florida
$127M -$498M -80% 5.04% 73.9% 210 33.33%
ARMT
3789
Amica Retiree Medical Trust
Rhode Island
$127M +$4.06M +3% 4.41% 399 22.06%
GP
3790
Geneva Partners
Wisconsin
$127M 6.12% 401% 88
SAM
3791
Security Asset Management
New York
$127M +$4.92M +4% 6.33% 67.4% 78 1.28%
MSDF
3792
Michael & Susan Dell Foundation
New York
$127M +$363K +0.3% 0.77% 238% 7 0%
PWSG
3793
Pacific Wealth Strategies Group
California
$127M +$9.56M +8% 3.48% 75.5% 78 2.56%
RWM
3794
Rezny Wealth Management
Florida
$127M +$746K +0.6% 3.65% 91.9% 16 25%
7A
3795
734 Agriculture
New York
$127M +$10.6M +9% 9.11% 23.8% 1 0%
MI
3796
Moneywise Inc
Virginia
$127M +$9.12M +8% 3.31% 58% 41 9.76%
EU
3797
Emory University
Georgia
$126M +$13.2M +12% 16.9% 59 23.73%
FAN
3798
Financial Advisors Network
California
$126M +$5.84M +5% 2.54% 94 6.38%
EA
3799
Elm Advisors
California
$126M +$4.1M +3% 4.42% 50.5% 84 7.14%
SCM
3800
Sorin Capital Management
Connecticut
$126M +$17.8M +16% 3.31% 28% 18 5.56%