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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
SCA
3776
Stuart Chaussee & Associates
California
$381M +$17.6M +5% 1.32% 58.6% 173 5.78%
OCM
3777
Ogborne Capital Management
California
$381M -$17M -4% 14.7% 251% 24 66.67%
SAM
3778
Shikiar Asset Management
New York
$381M +$6.53M +2% 2.92% 97.8% 76 10.53%
AWAU
3779
Alliance Wealth Advisors (Utah)
Utah
$380M +$39.7M +12% 7.37% 63.3% 246 13.01%
GF
3780
Genworth Financial
Virginia
$380M +$21.1M +6% 5.85% 64% 2 0%
PCFFS
3781
Pacific Center for Financial Services
California
$380M +$23M +6% 5.6% 54.7% 487 2.46%
FF
3782
Francis Financial
$379M +$48.9M +15% 6.36% 56.2% 94 14.89%
SSG
3783
Summit Securities Group
New York
$379M -$151M -28% 4.76% 136% 948 74.89%
CPG
3784
Cornerstone Planning Group
New Jersey
$378M +$29.6M +8% 5.66% 55.1% 1,393 15.79%
SIM
3785
SW Investment Management
Colorado
$378M +$63.9M +20% 16.5% 143% 14 0%
SP
3786
Stonebrook Private
Michigan
$378M +$30.2M +9% 5.93% 195 17.95%
HW
3787
Hedeker Wealth
Illinois
$377M +$32.2M +9% 8.38% 141% 91 15.38%
FWA
3788
FSM Wealth Advisors
Ohio
$377M +$78.6M +26% 5.99% 62.8% 194 21.13%
WIC
3789
Whitegate Investment Counselors
New Hampshire
$377M +$24.6M +7% 7.2% 48% 66 1.52%
WWP
3790
Waypoint Wealth Partners
California
$377M +$34.2M +10% 5.88% 52.1% 69 10.14%
FC
3791
Financial Consulate
Maryland
$377M +$35.4M +10% 6.49% 53.3% 38 18.42%
ECA
3792
Elevated Capital Advisors
Utah
$376M +$20.8M +6% 6.39% 46% 281 25.62%
AI
3793
AXS Investments
New York
$376M +$17.4M +5% 6.97% 104% 253 26.48%
CWM
3794
Centric Wealth Management
Illinois
$376M +$29.1M +8% 4.4% 44.4% 194 28.87%
TC
3795
Tenere Capital
New York
$376M +$39.3M +12% 5.42% 131% 33 36.36%
RRCM
3796
Rappaport Reiches Capital Management
Illinois
$376M +$37M +11% 5.11% 17.6% 115 15.65%
AWMG
3797
Alliance Wealth Management Group
New Jersey
$376M +$25.5M +7% 5.32% 85 7.06%
PBF
3798
Petix & Botte Financial
California
$376M +$22.6M +6% 5.59% 47.5% 128 7.81%
DBIA
3799
Dumont & Blake Investment Advisors
New Jersey
$375M -$331M -47% 6.59% 78.3% 205 5.37%
MAM
3800
MMA Asset Management
Pennsylvania
$375M +$162M +76% 6.22% 54.3% 137 22.63%