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)
CAAS
4301
Capital Asset Advisory Services
Michigan
$110M -$131K -0.1% 4.08% 51% 117 13.68% 1.1
TODC
4302
Trustees of Dartmouth College
New Hampshire
$110M – – 7.21% 52.5% 26 – 0.2
AAM
4303
Ascension Asset Management
New York
$110M – – 7.38% – 74 – 0
SWM
4304
Sanctuary Wealth Management
Idaho
$110M – – 3.9% – 19 – 0
SST
4305
S Squared Technology
New York
$110M -$8.65M -7% 1.3% 223% 46 28.26% 2
RMSCM
4306
R.M. Sincerbeaux Capital Management
New York
$110M +$5.93M +6% 8.91% 76.4% 52 0% 3.5
AWA
4307
Acorn Wealth Advisors
Michigan
$110M – – 5.2% 53.6% 807 – 0
MPPLM
4308
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$110M – – 4.43% 130% 353 – 0
JFM
4309
Jackson Financial Management
California
$109M – – 5.58% – 37 – 0
IWA
4310
Independence Wealth Advisors
Virginia
$109M – – 3.22% 34.1% 26 – 0
7A
4311
734 Agriculture
New York
$109M -$17.2M -14% 13.6% 23.8% 1 0% 3.8
WC
4312
Weil Company
California
$109M – – 4.86% 60.7% 93 – 0
FSCM
4313
First Sabrepoint Capital Management
Texas
$109M – – 10.8% 218% 28 – 0
OFG
4314
OmniStar Financial Group
North Carolina
$109M – – 7.6% 67.1% 98 – 0
NFG
4315
Nations Financial Group
Iowa
$109M +$6.13M +6% 4.93% 105% 151 8.61% 1.4
FMA
4316
FNY Managed Accounts
New York
$109M +$32.6M +43% 2.37% 14.7% 980 68.47% 0.1
TA
4317
TMD & Associates
Arizona
$109M +$820K +0.8% 4.9% 20.5% 21 19.05% 1.5
SHCM
4318
Stone House Capital Management
Florida
$109M – – 10.6% 151% 2 – 1
KTM
4319
Keeler Thomas Management
Utah
$109M – – 6.5% 46.1% 161 – 0
FCM
4320
Fairbanks Capital Management
California
$109M +$5.71M +6% 6.15% 81.3% 31 0% 1.2
TOPU
4321
Trustees of Princeton University
New Jersey
$109M – – 0.3% – 5 – 0
AWM
4322
Aries Wealth Management
Maine
$109M – – 5.94% 75% 133 – 0
TVWM
4323
Tower View Wealth Management
Wisconsin
$109M – – 5.93% 132% 147 – 0
MSA
4324
Marino Stram & Associates
Massachusetts
$108M – – 5.03% 63.6% 486 – 0
SCM
4325
Stumpf Capital Management
Arizona
$108M – – 8.69% 44.5% 43 – 0