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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
4326
Stone Summit Wealth
Florida
$295M -$2.78M -0.9% 1.82% 59.6% 140 1.43%
CMP
4327
Courage Miller Partners
Virginia
$295M +$3.09M +1% 0% 40.3% 83 4.82%
WA
4328
Wambolt & Associates
Colorado
$295M -$18M -6% 0.94% 62.2% 185 9.19%
VBFG
4329
Vishria Bird Financial Group
Tennessee
$294M +$8.93M +3% 8.01% 74.3% 85 9.41%
CI
4330
Cavalier Investments
Georgia
$294M -$4.96M -2% 3.02% 154% 88 30.68%
SPG
4331
Snow Phipps Group
New York
$294M +$4.95M +2% 1.9% 89.2% 2 0%
HA
4332
Hamel Associates
New Jersey
$294M -$16.5M -5% 2.64% 50.6% 75 6.67%
MBFW
4333
Morton Brown Family Wealth
Pennsylvania
$294M +$7.28M +3% 1.08% 50% 359 30.36%
LFA
4334
Level Financial Advisors
New York
$294M +$21.6M +8% 0.3% 41.5% 86 9.3%
SCM
4335
Sophron Capital Management
New Jersey
$294M +$41.1M +16% 1.7% 44 25%
SMG
4336
Smart Money Group
Texas
$294M +$4.48M +2% 2.37% 58.9% 103 32.04%
NFP
4337
Narus Financial Partners
Utah
$294M -$1.67M -0.6% 2.73% 88.9% 160 16.25%
TJHA
4338
Thomas J. Herzfeld Advisors
Florida
$294M -$18.1M -6% 1.64% 17.9% 155 22.58%
PC
4339
Pecaut & Co
Iowa
$294M +$4.15M +1% 1.56% 65.2% 79 7.59%
BCM
4340
Boone Capital Management
Georgia
$294M -$2.64M -0.9% 5.47% 255% 16 43.75%
HWMO
4341
Heritage Wealth Management (Ohio)
Ohio
$294M -$6.98M -2% 0.33% 238 10.08%
AZ
4342
Aquamarine Zurich
Switzerland
$294M +$6.07M +2% 4.45% 74.8% 15 13.33%
TM
4343
Tikvah Management
North Carolina
$294M -$73.6M -20% 16.4% 173% 25 8%
APA
4344
Astoria Portfolio Advisors
New York
$294M +$13.1M +5% 0.91% 75.4% 268 30.6%
CD
4345
Chapin Davis
Maryland
$293M -$13.1M -4% 1.84% 323% 249 17.27%
ACM
4346
Arcataur Capital Management
Wisconsin
$293M -$3.29M -1% 3.05% 60% 101 6.93%
JIC
4347
JRM Investment Counsel
Nebraska
$293M +$10.4M +4% 7.5% 61.2% 21 9.52%
TFIPS
4348
Towarzystwo Funduszy Inwestycyjnych PZU SA
$293M -$9.76M -3% 5.05% 664 7.08%
RGC
4349
Rubicon Global Capital
United Kingdom
$293M +$133M +83% 1.51% 10 10%
MC
4350
Mirabaud & Cie
Switzerland
$293M -$18.4M -6% 6.49% 66 18.18%