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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
CWA
4776
Centennial Wealth Advisory
Michigan
$257M +$25.7M +11% 5.46% 57.6% 167 27.54%
SCM
4777
Segra Capital Management
Florida
$256M +$130M +103% 0.18% 37.2% 10 60%
MECA
4778
Miller Equity Capital Advisors
Texas
$256M +$15.8M +7% 7.61% 23.7% 56 1.79%
UCB
4779
United Community Bank
South Carolina
$256M +$8.65M +3% 8.56% 66.2% 393 9.41%
PH
4780
Pinnacle Holdings
Oklahoma
$256M +$10.1M +4% 7.84% 79.6% 259 18.92%
SGCM
4781
Sand Grove Capital Management
United Kingdom
$256M -$86M -25% 12.4% 410% 28 75%
TWD
4782
True Wealth Design
Ohio
$256M -$149M -37% 5.16% 53% 1,325 45.06%
SAM
4783
Selway Asset Management
$256M +$10.6M +4% 5.9% 36.5% 82 14.63%
RLIM
4784
Red Lighthouse Investment Management
New York
$256M +$17.1M +7% 6.7% 63.4% 106 3.77%
BBWA
4785
Bell & Brown Wealth Advisors
California
$256M -$5.19M -2% 5.45% 73 8.22%
IMA
4786
Investment Management Associates
Colorado
$256M -$35.5M -12% 7.45% 51.6% 40 27.5%
EW
4787
Enzi Wealth
Texas
$256M +$28.5M +13% 6.03% 72.1% 72 15.28%
SRA
4788
Summit Rock Advisors
New York
$256M -$67.8M -21% 5.12% 8 37.5%
AP
4789
Arlington Partners
Alabama
$256M +$54.2M +27% 12% 43.7% 59 3.39%
MCF
4790
MKA Charitable Fund
California
$256M -$5.13M -2% 16.4% 1 0%
RCS
4791
Retirement Capital Strategies
California
$256M +$6.17M +2% 6.12% 59% 84 44.05%
BAMG
4792
Brand Asset Management Group
Missouri
$255M +$18.7M +8% 7.34% 70.2% 92 16.3%
HZ
4793
Hixon Zuercher
Ohio
$255M +$18M +8% 7.38% 87.5% 76 15.79%
PFG
4794
Pinnacle Financial Group
Illinois
$255M +$21.3M +9% 7.65% 54.3% 84 19.05%
RL
4795
Rogco LP
Oklahoma
$255M +$10M +4% 6.4% 53.3% 248 6.45%
SW
4796
SMART Wealth
Nebraska
$255M +$7.92M +3% 5.44% 77.7% 166 40.36%
WWM
4797
Westwood Wealth Management
California
$255M -$13.2M -5% 0.93% 425% 44 9.09%
LIM
4798
Letson Investment Management
Georgia
$255M +$28.7M +13% 10.3% 91 3.3%
CPWM
4799
Cypress Point Wealth Management
Texas
$255M +$43.4M +21% 16% 226% 77 9.09%
LSIA
4800
LaSalle St. Investment Advisors
Illinois
$255M +$54.3M +27% 5.57% 61.9% 220 30.45%