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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
CWA
4226
Clarus Wealth Advisors
Arizona
$151M +$14.5M +11% 8.14% 167 28.74%
TW
4227
Towerpoint Wealth
California
$151M +$4.12M +3% 4.43% 62.4% 87 33.33%
HS
4228
Haafor (Singapore)
Singapore
$151M 8.39% 275
GTCM
4229
Gyon Technologies Capital Management
New Jersey
$151M 8.45% 42.2% 128
PAM
4230
Peninsula Asset Management
Florida
$151M +$4.9M +3% 6.03% 41.8% 47 4.26%
SCM
4231
Stonehearth Capital Management
Massachusetts
$151M +$14M +10% 5.23% 80.7% 63 19.05%
LD
4232
Lipe & Dalton
New York
$151M +$13.9M +10% 10.7% 89.6% 109 7.34%
WFM
4233
Wolff Financial Management
Michigan
$151M +$13.8M +10% 5.68% 52.8% 83 3.61%
ACM
4234
AREX Capital Management
New York
$151M 14.9% 36.2% 11
SIM
4235
Sterling Investment Management
Arizona
$151M +$13.8M +10% 6.4% 44.1% 66 12.12%
JFGLC
4236
Johnson Financial Group LLC (Colorado)
Colorado
$151M +$5.37M +4% 4.61% 45.4% 20 15%
SIC
4237
Shoker Investment Counsel
Ohio
$150M +$11.1M +8% 6.32% 58.5% 100 5%
LTI
4238
Laffer Tengler Investments
Tennessee
$150M +$33.1M +28% 2.94% 96.5% 147 24.49%
MMHP
4239
Murphy Middleton Hinkle & Parker
Georgia
$150M +$9.16M +6% 5.94% 61.7% 133 6.02%
CCM
4240
Consolidated Capital Management
California
$150M +$11.9M +9% 11.1% 159% 37 8.11%
VWM
4241
Vigilare Wealth Management
Arizona
$150M 6.11% 56.9% 150
BWM
4242
BCS Wealth Management
Tennessee
$150M 4.5% 46.7% 113
SSW
4243
Smith Shellnut Wilson
Mississippi
$150M +$15M +11% 7.16% 92.2% 138 9.42%
IC
4244
Innealta Capital
Texas
$150M +$36.6M +32% 2.52% 52.1% 50 18%
BOCM
4245
Bontempo Ohly Capital Management
Maryland
$150M +$9.56M +7% 5.86% 41.5% 32 9.38%
WFWM
4246
Wechter Feldman Wealth Management
New Jersey
$150M -$8.49M -5% 4.9% 53.8% 32 15.63%
MWPCG
4247
Measured Wealth Private Client Group
New Hampshire
$150M -$4.73M -3% 7.4% 68.1% 145 35.86%
UOMF
4248
University of Massachusetts Foundation
Massachusetts
$150M 7.85% 53.6% 4
PCWA
4249
Pacific Capital Wealth Advisors
California
$150M 3.36% 46.9% 56
WC
4250
Wynnefield Capital
New York
$150M -$38.1M -20% 2.85% 110% 27 7.41%