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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
SCP
4126
Steamboat Capital Partners
New York
$202M -$89M -31% 0.6% 189% 40 35%
BEW
4127
Burton Enright Welch
California
$201M +$35.1M +21% 5.38% 62.8% 65 12.31%
TCM
4128
Thames Capital Management
New Jersey
$201M -$47.6M -19% 1.73% 642% 31 35.48%
CWM
4129
Cedar Wealth Management
California
$201M -$17.3M -8% 7.38% 53.2% 351 5.41%
BDA
4130
Borer Denton & Associates
Pennsylvania
$201M -$6.45M -3% 6.34% 44.2% 55 5.45%
CFO
4131
Collective Family Office
Pennsylvania
$201M -$30.1M -13% 5.39% 50.1% 201 26.87%
HCM
4132
Hudson Capital Management
New Jersey
$201M -$9.61M -5% 4.7% 61.6% 70 22.86%
CTEF
4133
Capital Today Evergreen Fund
Cayman Islands
$201M +$77.7M +63% 37.4% 31.3% 4 25%
JWS
4134
Juncture Wealth Strategies
Arizona
$201M -$2.16M -1% 2.9% 71.5% 119 22.69%
WCM
4135
Weik Capital Management
Pennsylvania
$200M -$19M -9% 3.79% 67.4% 105 4.76%
LSA
4136
Lion Street Advisors
Texas
$200M +$9.32M +5% 1.24% 38% 174 42.53%
PCM
4137
Patient Capital Management
Maryland
$200M -$25.3M -11% 1.15% 125% 45 15.56%
EWM
4138
Elmwood Wealth Management
California
$200M +$24.5M +14% 9.04% 37.6% 121 14.05%
RL
4139
Retireful LLC
Michigan
$200M +$154M +335% 1% 382% 15 93.33%
BWM
4140
BCGM Wealth Management
Indiana
$200M +$3.02M +2% 3.77% 47.4% 113 11.5%
TWA
4141
Tillar-Wenstrup Advisors
Ohio
$200M +$269K +0.1% 4.41% 27.4% 52 17.31%
SHFA
4142
SC&H Financial Advisors
Maryland
$200M -$14.5M -7% 6.61% 50% 138 10.87%
SKK
4143
Shepherd Kaplan Krochuk
Massachusetts
$200M -$29.2M -13% 0.95% 29.8% 201 32.34%
WFA
4144
Wade Financial Advisory
California
$200M -$11.2M -5% 7.2% 15.9% 76 6.58%
FLA
4145
Financial Life Advisors
Texas
$200M -$13.9M -7% 6.53% 42.7% 71 30.99%
MWM
4146
MorganRosel Wealth Management
Colorado
$199M +$12.4M +7% 4.56% 51.9% 105 34.29%
DA
4147
DCM Advisors
New York
$199M -$32.3M -14% 2% 90.4% 228 39.47%
BIA
4148
BHK Investment Advisors
Alabama
$199M -$23.3M -10% 4.48% 54.6% 65 3.08%
OPTFSNA
4149
Old Point Trust & Financial Services N A
Virginia
$199M -$17.1M -8% 6.03% 67.6% 82 10.98%
SIM
4150
SW Investment Management
Colorado
$199M +$21.8M +12% 10.7% 155% 9 33.33%