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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
3826
Stokes Capital Advisors
South Carolina
$344M +$27.9M +9% 6.7% 54.5% 76 3.95%
CW
3827
CIC Wealth
Maryland
$344M +$28.3M +9% 9.92% 169 10.06%
EFG
3828
Everhart Financial Group
Ohio
$343M +$61.2M +22% 13.1% 113% 283 17.31%
BIG
3829
Builder Investment Group
Georgia
$343M +$65M +23% 29.8% 153% 109 6.42%
FIM
3830
Fernwood Investment Management
Massachusetts
$343M +$40.2M +13% 10.1% 83.4% 720 72.78%
AA
3831
Auxano Advisors
Washington
$343M +$45.7M +15% 9.15% 80.2% 159 22.01%
CP
3832
Covenant Partners
Tennessee
$343M +$26.1M +8% 8.91% 70.3% 209 20.1%
WFM
3833
Wolff Financial Management
Michigan
$343M +$19.2M +6% 7.42% 52.8% 98 3.06%
RAM
3834
Riggs Asset Management
Pennsylvania
$343M +$28.1M +9% 12.9% 207% 701 47.36%
VCM
3835
Vivaldi Capital Management
Illinois
$343M +$9.34M +3% 6.54% 69.2% 236 13.98%
SP
3836
Stonebrook Private
Michigan
$343M +$43.4M +14% 8.97% 223 9.87%
CPH
3837
C Partners Holding
Switzerland
$343M -$9.94M -3% 8.71% 31.6% 15 13.33%
SAM
3838
Shikiar Asset Management
New York
$343M +$19.7M +6% 8.39% 97.8% 79 20.25%
AWM
3839
Accurate Wealth Management
Florida
$342M +$20.8M +6% 9.15% 93.2% 312 20.19%
NWA
3840
New World Advisors
Massachusetts
$342M +$15.8M +5% 7.92% 95.9% 77 24.68%
SCP
3841
Seafarer Capital Partners
California
$342M -$28.1M -8% 1.22% 76.2% 6 0%
FWSM
3842
First Wilshire Securities Management
California
$342M +$32.5M +11% 15.5% 107% 85 4.71%
CSIA
3843
Conrad Siegel Investment Advisors
Pennsylvania
$342M +$122M +55% 7.74% 58.4% 39 28.21%
HCM
3844
Harvey Capital Management
Florida
$342M +$40.5M +13% 19.2% 141% 81 16.05%
SAM
3845
Satovsky Asset Management
New York
$342M +$20.5M +6% 6.9% 48.9% 53 15.09%
WCA
3846
Westover Capital Advisors
Delaware
$342M +$34.4M +11% 13.6% 117% 200 23%
RI
3847
Redwood Investments
Massachusetts
$342M -$41.3M -11% 17.7% 74.1% 128 17.97%
TLP
3848
Trinity Legacy Partners
Texas
$341M +$24M +8% 8.37% 63.3% 107 6.54%
GFI
3849
Global Frontier Investments
South Carolina
$341M +$50.3M +17% 16.4% 16 0%
VDBMI
3850
Van Den Berg Management I
Texas
$341M +$39.8M +13% 14.4% 146% 113 8.85%