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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
SSW
4276
Stone Summit Wealth
Florida
$261M +$27.4M +12% 11.4% 59.6% 142 4.93%
RCA
4277
Riverview Capital Advisers
Massachusetts
$261M +$34.8M +15% 13.7% 57.5% 88 20.45%
HWM
4278
Heirloom Wealth Management
Colorado
$261M +$35.6M +16% 11.1% 68.2% 59 23.73%
JCIA
4279
Jackson Creek Investment Advisors
Colorado
$260M +$23.6M +10% 15.7% 185% 376 43.35%
CFC
4280
Coyle Financial Counsel
Illinois
$260M +$21.4M +9% 9.42% 46.8% 72 16.67%
DCM
4281
DGS Capital Management
New Jersey
$260M +$55.7M +27% 36.8% 177% 261 16.86%
FWC
4282
First Washington Corp
Washington
$260M +$12.6M +5% 19.8% 104% 62 17.74%
AFS
4283
Aft Forsyth & Sober
Florida
$260M +$22.7M +10% 11.2% 77.3% 88 13.64%
SHCM
4284
Silver Heights Capital Management
Ontario, Canada
$260M +$8.84M +4% 0.2% 6.93% 5 0%
AA
4285
Altrafin AG
$260M +$30.1M +13% 15.3% 97.6% 68 16.18%
WPC
4286
White Pine Capital
Minnesota
$259M +$10.3M +4% 11.4% 100% 211 6.64%
PIC
4287
PCJ Investment Counsel
Ontario, Canada
$259M +$42.6M +20% 13.8% 165% 80 27.5%
BPGAM
4288
BTG Pactual Global Asset Management
Bermuda
$259M -$184M -42% 11.4% 88.9% 84 52.38%
HWM
4289
Hemington Wealth Management
Virginia
$259M +$48.7M +23% 10.8% 76.1% 111 20.72%
CWM
4290
Chesapeake Wealth Management
Virginia
$259M +$19.2M +8% 9.76% 57.5% 157 9.55%
KLC
4291
Kent Lake Capital
Nevada
$259M -$1.12M -0.4% 22% 92.1% 65 47.69%
JC
4292
Jentner Corp
Ohio
$259M +$98M +61% 9.47% 38.9% 52 19.23%
IMA
4293
Investment Management Associates
Colorado
$259M +$18.9M +8% 9.77% 49.5% 39 28.21%
WC
4294
Wynnefield Capital
New York
$259M +$40.7M +19% 14.5% 110% 25 24%
LCGC
4295
Legacy Capital Group California
California
$259M +$25.8M +11% 12.8% 129% 321 32.09%
FA
4296
FC Advisory
Pennsylvania
$259M +$21M +9% 9.31% 42.9% 99 10.1%
SIC
4297
Shoker Investment Counsel
Ohio
$259M +$28.1M +12% 9.41% 58.5% 92 4.35%
MWM
4298
MorganRosel Wealth Management
Colorado
$259M +$19M +8% 10.3% 51.9% 102 10.78%
PCC
4299
Perry Creek Capital
New York
$258M -$2.39M -0.9% 22.7% 25.5% 15 6.67%
SW
4300
Simplicity Wealth
New Jersey
$258M +$87.5M +51% 8.44% 58.9% 190 56.32%