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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
SA
4326
SAM Advisors
California
$274M +$20.8M +8% 6.16% 47.9% 36 5.56%
RI
4327
Rinkey Investments
California
$274M +$20.4M +8% 4.4% 38.4% 74 21.62%
NWM
4328
Northcape Wealth Management
New York
$274M -$1.67M -0.6% 7.14% 59.5% 142 9.86%
CWM
4329
Chesapeake Wealth Management
Virginia
$274M +$15.3M +6% 8.69% 57.5% 155 5.16%
WFA
4330
Wade Financial Advisory
California
$274M +$9.77M +4% 7.17% 15.9% 79 7.59%
ECAM
4331
East Coast Asset Management
Massachusetts
$274M +$29.3M +12% 15% 142% 69 7.25%
AIC
4332
Anthracite Investment Company
Texas
$274M +$90.9M +50% 13.6% 121 51.24%
CI
4333
Cavalier Investments
Georgia
$274M +$2.4M +0.9% 18.3% 154% 94 18.09%
SL
4334
SWF LLC
Nebraska
$274M +$41.4M +18% 17.8% 81.7% 2 0%
SEEDPG
4335
S.E.E.D. Planning Group
New York
$274M +$25.8M +10% 8.12% 50.4% 91 23.08%
VST
4336
Van Strum & Towne
California
$274M +$18.6M +7% 9.11% 50.9% 102 3.92%
CD
4337
Chapin Davis
Maryland
$274M +$36.4M +15% 14.6% 323% 242 14.88%
JAM
4338
JW Asset Management
Florida
$274M +$98.6M +56% 75.2% 126% 18 27.78%
GSIAS
4339
Garden State Investment Advisory Services
New Jersey
$273M +$21.8M +9% 10.1% 71.5% 280 28.21%
DA
4340
Drake & Associates
Wisconsin
$273M +$29.1M +12% 6.43% 42.3% 86 20.93%
DSA
4341
Droms Strauss Advisors
Missouri
$273M +$15.9M +6% 8.07% 56.1% 70 15.71%
TPWM
4342
Twelve Points Wealth Management
Massachusetts
$273M +$62.3M +30% 5.86% 42.6% 174 6.32%
AIM
4343
Aikya Investment Management
United Kingdom
$273M +$48.8M +22% 5.41% 3 0%
SA
4344
Sicart Associates
New York
$273M +$11.5M +4% 7.14% 89.1% 79 10.13%
T
4345
TrueFG
Texas
$273M +$20.2M +8% 6.02% 51.4% 48 8.33%
RCM
4346
Rivermont Capital Management
New York
$273M +$28.1M +11% 19.3% 344% 25 36%
VVVM4
4347
Viola Ventures VC Management 4
Israel
$273M -$48.4M -15% 20% 79.1% 5 0%
IAS
4348
Investment Advisory Services
Texas
$272M +$18.9M +7% 8.36% 65.4% 120 6.67%
GCA
4349
Gradient Capital Advisors
California
$272M +$9.75M +4% 5.95% 71% 144 4.86%
CCP
4350
Caden Capital Partners
California
$272M -$2.79M -1% 1.52% 8.24% 13 23.08%