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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
PC
3776
Pecaut & Co
Iowa
$121M -$23.3M -16% 14.2% 65.2% 76 18.42%
LC
3777
LCNB Corp
Ohio
$121M -$20.4M -14% 10.6% 60.1% 150 14%
PWM
3778
Paulson Wealth Management
Illinois
$121M +$9.69M +9% 10.6% 47.2% 141 29.79%
CCG
3779
Ceeto Capital Group
Florida
$121M -$24.6M -17% 15.3% 81.6% 141 15.6%
AIA
3780
Allied Investment Advisors
Montana
$121M -$13.5M -10% 12.2% 60.6% 44 2.27%
AWM
3781
AllSquare Wealth Management
New York
$121M -$13.1M -10% 9.1% 62.4% 506 9.68%
LC
3782
Landaas & Company
Wisconsin
$121M -$7.94M -6% 9.57% 60.3% 59 11.86%
BPV
3783
Battery Partners VIII
Massachusetts
$121M -$31.2M -21% 20.5% 1 0%
AWM
3784
Avondale Wealth Management
Texas
$120M +$14.7M +14% 12% 78.6% 118 22.03%
MSFP
3785
Mark Sheptoff Financial Planning
Connecticut
$120M -$25.4M -17% 8.33% 85.8% 383 16.71%
PAM
3786
Peninsula Asset Management
Florida
$120M -$24.8M -17% 12.3% 41.8% 48 10.42%
CPA
3787
Clear Perspective Advisors
Illinois
$120M -$14.6M -11% 11.2% 88.5% 151 17.22%
TH
3788
Timber Hill
Connecticut
$120M +$21.2M +21% 15.5% 59.2% 56 76.79%
FDS
3789
First Dallas Securities
Texas
$120M -$40.1M -25% 15.4% 134% 109 17.43%
GWM
3790
Graybill Wealth Management
Illinois
$120M -$18M -13% 14% 53 15.09%
IC
3791
Investment Counsel
Michigan
$120M -$3.4M -3% 7.11% 50.1% 53 0%
WAM
3792
Westport Asset Management
Connecticut
$120M -$21.9M -15% 14% 61.4% 65 10.77%
CCM
3793
Colorado Capital Management
Colorado
$120M -$19.3M -14% 9.85% 53.4% 88 6.82%
SIM
3794
Sterling Investment Management
Arizona
$120M -$18.1M -13% 8.45% 44.1% 62 12.9%
SBA
3795
Secrest Blakey & Associates
North Carolina
$119M -$10.3M -8% 8.63% 19.4% 117 15.38%
UOT
3796
University of Tennessee
Tennessee
$119M -$12.5M -10% 8.89% 2 0%
SCI
3797
SkyBridge Capital II
New York
$119M -$55.3M -32% 11.7% 32 12.5%
TGI
3798
TRV GP III
Massachusetts
$119M -$105M -47% 46.3% 170% 3 0%
SIC
3799
Shoker Investment Counsel
Ohio
$119M -$18.6M -13% 11.4% 58.5% 110 16.36%
NEGWA
3800
New England Guild Wealth Advisors
Connecticut
$119M +$8.47M +8% 9.7% 6.04% 57 17.54%