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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)
TSA Wealth Management
4851
TSA Wealth Management
Texas
$235M +$5.23M +2% 2.53% 62.4% 69 21.74% 0.4
Scholtz & Company
4852
Scholtz & Company
Connecticut
$235M +$8.28M +4% 5.09% 89.2% 56 21.43% 2
IAMH
4853
IvyRock Asset Management (HK)
Hong Kong
$235M +$19.7M +9% 9.53% 76% 24 29.17% 1
PCR
4854
Potrero Capital Research
California
$235M +$59.2M +34% 11.6% 226% 34 41.18% 0.9
Sweeney & Michel
4855
Sweeney & Michel
California
$235M +$8.73M +4% 3.63% – 115 6.96% 1.1
Jessup Wealth Management
4856
Jessup Wealth Management
Ohio
$235M +$1.01M +0.4% 8.21% 181% 70 34.29% 0.9
Visa Foundation
4857
Visa Foundation
California
$235M +$69.3M +42% 0.27% 58.1% 2 50% 1.3
Stonebridge Capital Management
4858
Stonebridge Capital Management
California
$234M +$10.7M +5% 2.78% – 86 6.98% 8
Aragon Global Management
4859
Aragon Global Management
Florida
$234M +$11.6M +5% 10.5% – 21 33.33% 0.4
CVA
4860
Central Valley Advisors
California
$234M +$40.7M +21% 3.07% – 196 50% 0.3
Lynch Asset Management
4861
Lynch Asset Management
Pennsylvania
$234M +$21.7M +10% 13.5% 190% 43 2.33% 2.4
Henrickson Nauta Wealth Advisors
4862
Henrickson Nauta Wealth Advisors
Michigan
$234M +$7.57M +3% 1.03% 61.6% 76 5.26% 1.7
Sculati Wealth Management
4863
Sculati Wealth Management
Michigan
$234M +$2.21M +1% 2.95% 80.3% 105 4.76% 3.3
Santori & Peters Inc
4864
Santori & Peters Inc
Pennsylvania
$234M +$2.62M +1% 1.84% 103% 64 15.63% 3.5
Clear Rock Advisors
4865
Clear Rock Advisors
Texas
$234M +$3.71M +2% 0.5% – 74 12.16% 0.5
CAGAS
4866
Capital Advisory Group Advisory Services
Minnesota
$234M +$23.1M +11% 3.3% 54.8% 159 15.09% 2.1
Pinnacle Financial Group
4867
Pinnacle Financial Group
Illinois
$234M +$6.15M +3% 0.41% 54.3% 72 9.72% 1.9
Weik Capital Management
4868
Weik Capital Management
Pennsylvania
$234M -$1.6M -0.7% 1.82% 66.9% 99 9.09% 7.4
ShankerValleau Wealth Advisors
4869
ShankerValleau Wealth Advisors
Illinois
$234M +$16.3M +7% 1.32% 60.3% 26 7.69% 1.8
Rivermont Capital Management
4870
Rivermont Capital Management
New York
$234M -$39.2M -14% 0.35% 555% 23 34.78% 0.9
Northeast Financial Group
4871
Northeast Financial Group
Pennsylvania
$234M +$7.39M +3% 0.74% 31.6% 80 10% 1.7
Lincoln Capital Corp
4872
Lincoln Capital Corp
Rhode Island
$234M +$4.89M +2% 2.68% 82% 87 19.54% 2.6
Stonehearth Capital Management
4873
Stonehearth Capital Management
Massachusetts
$234M +$12.6M +6% 0.7% 87.5% 85 15.29% 2.8
Forager Capital Management
4874
Forager Capital Management
Alabama
$234M -$25.5M -10% 8.47% 52.6% 14 14.29% 1.9
Siguler Guff Advisers
4875
Siguler Guff Advisers
New York
$233M -$17.5M -7% 4.55% 37.7% 6 16.67% 2.9