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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
SRCM
4451
Swift Run Capital Management
Virginia
$108M $0 0% 1.62% 9.9% 41 2.44%
SWM
4452
Sanctuary Wealth Management
Idaho
$108M +$11.6M +12% 1.98% 29 20.69%
BP
4453
Barker Partnership
Cayman Islands
$108M +$27.3M +34% 33.7% 2 0%
CA
4454
Claro Advisors
Massachusetts
$108M +$7.29M +7% 3.88% 72% 168 16.07%
GWCM
4455
Godshalk Welsh Capital Management
Pennsylvania
$108M +$4.11M +4% 4.1% 54.7% 109 6.42%
GAM
4456
Grandview Asset Management
Pennsylvania
$108M -$455K -0.4% 5.37% 172% 106 18.87%
RHDIC
4457
R.H. Dinel Investment Counsel
California
$108M +$6.88M +7% 7.96% 34.1% 47 0%
MCM
4458
Mork Capital Management
California
$108M +$394K +0.4% 2.04% 45.7% 109 11.01%
MPPLM
4459
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$108M +$4.22M +4% 3.23% 90.2% 97 14.43%
MFS
4460
Madrona Financial Services
Washington
$108M +$16.5M +18% 3.52% 75.4% 59 37.29%
FWM
4461
Fairhaven Wealth Management
Illinois
$108M +$2.44M +2% 1.72% 85 15.29%
PWA
4462
Providence Wealth Advisors
Illinois
$107M +$1.16M +1% 3.2% 98.7% 85 12.94%
CIEP
4463
Constellation Investimentos e Participacoes
Brazil
$107M -$11.9M -10% 21.1% 172% 7 42.86%
RRWA
4464
Rainey & Randall Wealth Advisors
Florida
$107M -$35M -25% 3.17% 47.8% 45 53.33%
MIM
4465
Moseley Investment Management
Florida
$107M +$11.2M +12% 3.36% 96.6% 131 9.92%
IF
4466
IRON Financial
Illinois
$107M -$50.9M -32% 5.11% 51.4% 105 22.86%
LFS
4467
Legacy Financial Strategies
Kansas
$107M -$9.92M -8% 3.11% 67.1% 60 18.33%
KI
4468
Kapitalo Investimentos
Brazil
$107M -$66.6M -38% 9.09% 58.1% 21 76.19%
1CM
4469
1492 Capital Management
Wisconsin
$107M -$11.2M -10% 2.27% 187% 106 43.4%
MCM
4470
Maxim Capital Management
California
$107M -$518K -0.5% 1.51% 29 13.79%
ACM
4471
Ategra Capital Management
Virginia
$107M +$4.59M +4% 3.42% 91.1% 101 14.85%
V
4472
VeraBank
Texas
$107M +$1.98M +2% 1.82% 51% 89 3.37%
FNBOSM
4473
First National Bank of South Miami
Florida
$107M +$2.23M +2% 2.84% 35.2% 292 9.93%
IOOF
4474
Independent Order of Foresters
Ontario, Canada
$107M +$2.96M +3% 2.89% 54.8% 26 15.38%
BCM
4475
Banyan Capital Management
Georgia
$107M +$8.54M +9% 7.06% 52.7% 21 4.76%