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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 Avg Holding
Period (Yrs)
SYM Financial Corp
4326
SYM Financial Corp
Indiana
$151M +$1.84M +1% 5.56% 64.3% 98 36.73% 1
Clarus Wealth Advisors
4327
Clarus Wealth Advisors
Arizona
$151M +$14.5M +11% 8.14% 89.7% 167 28.74% 1.2
Towerpoint Wealth
4328
Towerpoint Wealth
California
$151M +$4.12M +3% 4.43% 67.7% 87 33.33% 1.3
HS
4329
Haafor (Singapore)
Singapore
$151M – – 8.39% – 275 – 0
GTCM
4330
Gyon Technologies Capital Management
New Jersey
$151M – – 8.45% 42.2% 128 – 0
Peninsula Asset Management
4331
Peninsula Asset Management
Florida
$151M +$4.9M +3% 6.03% 44.1% 47 4.26% 4.9
Stonehearth Capital Management
4332
Stonehearth Capital Management
Massachusetts
$151M +$14M +10% 5.23% 87.5% 63 19.05% 2.2
Lipe & Dalton
4333
Lipe & Dalton
New York
$151M +$13.9M +10% 10.7% 101% 109 7.34% 2.7
Wolff Financial Management
4334
Wolff Financial Management
Michigan
$151M +$13.8M +10% 5.68% 56.7% 83 3.61% 0.9
AREX Capital Management
4335
AREX Capital Management
New York
$151M – – 14.9% 36.2% 11 – 0
Sterling Investment Management
4336
Sterling Investment Management
Arizona
$151M +$13.8M +10% 6.4% 45.3% 66 12.12% 3.2
Johnson Financial Group LLC (Colorado)
4337
Johnson Financial Group LLC (Colorado)
Colorado
$151M +$5.37M +4% 4.61% 58.7% 20 15% 1.7
Shoker Investment Counsel
4338
Shoker Investment Counsel
Ohio
$150M +$11.1M +8% 6.32% 83.8% 100 5% 4.2
Laffer Tengler Investments
4339
Laffer Tengler Investments
Tennessee
$150M +$33.1M +28% 2.94% 96.5% 147 24.49% 1.4
Murphy Middleton Hinkle & Parker
4340
Murphy Middleton Hinkle & Parker
Georgia
$150M +$9.16M +6% 5.94% 66.8% 133 6.02% 1.7
CCM
4341
Consolidated Capital Management
California
$150M +$11.9M +9% 11.1% 166% 37 8.11% 2.5
Vigilare Wealth Management
4342
Vigilare Wealth Management
Arizona
$150M – – 6.11% 56.9% 150 – 0
BCS Wealth Management
4343
BCS Wealth Management
Tennessee
$150M – – 4.5% 46.7% 113 – 0
Smith Shellnut Wilson
4344
Smith Shellnut Wilson
Mississippi
$150M +$15M +11% 7.16% 98.6% 138 9.42% 2
Innealta Capital
4345
Innealta Capital
Texas
$150M +$36.6M +32% 2.52% 63.7% 50 18% 0.7
BOCM
4346
Bontempo Ohly Capital Management
Maryland
$150M +$9.6M +7% 5.86% 49.6% 32 9.38% 3.1
WFWM
4347
Wechter Feldman Wealth Management
New Jersey
$150M -$8.49M -5% 4.9% 53.8% 32 15.63% 2
Measured Wealth Private Client Group
4348
Measured Wealth Private Client Group
New Hampshire
$150M -$4.73M -3% 7.4% 84.3% 145 35.86% 1.1
University of Massachusetts Foundation
4349
University of Massachusetts Foundation
Massachusetts
$150M – – 7.85% 53.6% 4 – 0
Pacific Capital Wealth Advisors
4350
Pacific Capital Wealth Advisors
California
$150M – – 3.36% 54.1% 56 – 0