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 Avg Holding
Period (Yrs)
SMFS
4226
Squar Milner Financial Services
California
$113M +$34.3M +43% 2.37% – 857 80.98% 0.1
SCM
4227
Signia Capital Management
Washington
$113M +$14.8M +15% 17.2% 27% 27 18.52% 1.7
PA
4228
PFG Advisors
Arizona
$113M +$7.78M +7% 1.11% 77.4% 155 15.48% 0.4
KCM
4229
Kendall Capital Management
Maryland
$113M -$2.15M -2% 0.64% 120% 114 14.04% 0.4
MCM
4230
Mork Capital Management
California
$113M +$8.87M +8% 1.33% 61.9% 101 5.94% 1.7
VEA
4231
Virtus ETF Advisers
New York
$113M -$2.14M -2% 10.3% 177% 280 18.93% 1
SAMC
4232
Spectrum Asset Management (California)
California
$113M -$701K -0.6% 4.54% 62.9% 72 13.89% 1.8
BCIM
4233
Burford Capital Investment Management
Illinois
$113M +$8.92M +9% 0.59% 46.3% 6 66.67% 0.3
NVPX
4234
Norwest Venture Partners X
California
$113M -$12.2M -10% 6.56% 11.3% 3 0% 2.6
LA
4235
LexAurum Advisors
Kansas
$113M -$5.53M -5% 1.12% – 161 21.12% 0.4
BA
4236
Bennicas & Associates
California
$113M +$563K +0.5% 2.2% 40.3% 92 4.35% 3.8
SC
4237
Sagil Capital
United Kingdom
$112M -$45M -29% 15.9% 104% 25 40% 0.4
PCMC
4238
Paragon Capital Management (Colorado)
Colorado
$112M -$115M -50% 5.81% 109% 221 14.48% 1.2
MSA
4239
Marino Stram & Associates
Massachusetts
$112M +$4.39M +4% 2.05% 63.6% 556 21.76% 0.4
EWG
4240
Executive Wealth Group
Washington
$112M -$3.75M -3% 0.25% 14.9% 36 2.78% 0.5
RI
4241
Ridgewood Investments
New Jersey
$112M +$3.55M +3% 0.68% – 162 13.58% 1.2
IC
4242
Immersion Capital
United Kingdom
$112M -$186M -62% 18.5% 63.4% 3 33.33% 0.5
JFM
4243
Jackson Financial Management
California
$112M +$3.24M +3% 3.05% – 44 27.27% 0.4
FMTCOCP
4244
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$112M +$1.85M +2% 2.45% 65.5% 274 5.11% 1.4
WA1
4245
Wimmer Associates 1
California
$112M -$1.29M -1% 3.13% 78.9% 110 10.91% 2.2
SWM
4246
Strategic Wealth Management
Washington
$112M -$6.13M -5% 0.52% 52.8% 27 33.33% 1.1
SWM
4247
Shakespeare Wealth Management
Wisconsin
$112M -$3.44M -3% 0.41% 49.6% 39 7.69% 0.4
CIA
4248
Cascade Investment Advisors
Oregon
$112M -$15M -12% 4.18% 71.4% 234 27.35% 1.3
KJWM
4249
Kiley Juergens Wealth Management
Washington
$112M +$19.8M +22% 3.77% 106% 736 88.99% 0.1
CT
4250
Clearstead Trust
Maine
$112M -$4.58M -4% 4.77% 111% 218 51.38% 0.7