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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
SC
3876
Scholtz & Company
Connecticut
$283M -$9.71M -3% 0.74% 89.2% 80 22.5%
PIA
3877
Perennial Investment Advisors
California
$283M +$8.45M +3% 0.69% 84.3% 232 13.36%
OWM
3878
Opes Wealth Management
California
$283M +$12.4M +5% 0.53% 54.1% 96 10.42%
KDIA
3879
KPCB DGF II Associates
California
$283M +$6.2M +2% 31.7% 2.08% 4 75%
SVG
3880
Sun Valley Gold
Idaho
$282M -$1.56B -85% 15.4% 160% 16 12.5%
BHWA
3881
Beacon Harbor Wealth Advisors
Virginia
$282M +$3.48M +1% 0.78% 143% 79 27.85%
CAWM
3882
Capital Advisors Wealth Management
Washington
$282M +$12.2M +5% 0.93% 63.8% 106 16.98%
DFCM
3883
Dark Forest Capital Management
Puerto Rico
$282M +$51.1M +22% 0.49% 63% 1,655 74.5%
RAM
3884
Roanoke Asset Management
New Jersey
$282M -$6.32M -2% 1.64% 50.3% 116 6.9%
HFA
3885
Harbert Fund Advisors
Alabama
$282M +$102M +57% 1.4% 70.8% 47 55.32%
FCMI
3886
Foresite Capital Management II
California
$281M -$90.3M -24% 22.9% 66.2% 4 0%
HWMA
3887
Heritage Wealth Management (Arizona)
Arizona
$281M +$17.3M +7% 1.4% 940 9.15%
IWP
3888
IAG Wealth Partners
Wisconsin
$281M +$2.45M +0.9% 0.97% 47.3% 402 11.44%
EA
3889
Evergreen Advisors
Tennessee
$281M +$50.4M +22% 0.67% 15 13.33%
MKC
3890
M. Kraus & Co
Vermont
$281M +$2.85M +1% 1.57% 51.8% 78 8.97%
PCA
3891
Peddock Capital Advisors
Massachusetts
$281M -$5.34M -2% 0.36% 104% 145 4.83%
UFM
3892
Ursa Fund Management
California
$281M +$202M +259% 4.43% 93.5% 33 96.97%
EIA
3893
Eldridge Investment Advisors
New Hampshire
$281M +$4.46M +2% 0.69% 50.9% 123 8.94%
PA
3894
Prism Advisors
California
$281M -$7.03M -2% 1.54% 49.9% 56 8.93%
TWMP
3895
Taylor Wealth Management Partners
Massachusetts
$280M -$3.27M -1% 3.09% 62% 74 12.16%
LWM
3896
Liberty Wealth Management
California
$280M +$23.1M +9% 0.12% 64.2% 1,261 14.35%
HLCM
3897
Hi-Line Capital Management
South Dakota
$280M +$17M +6% 0.99% 57.5% 28 10.71%
SG
3898
Sourcerock Group
Colorado
$280M +$27.3M +11% 0.65% 59.1% 19 36.84%
CWM
3899
Chesapeake Wealth Management
Virginia
$280M -$28.7M -9% 0.47% 65.9% 223 10.76%
TCOO
3900
Trust Company of Oklahoma
Oklahoma
$280M -$15.8M -5% 0.73% 88.7% 141 9.22%