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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
TWM
4851
TSA Wealth Management
Texas
$235M +$5.23M +2% 2.53% 69 21.74%
SC
4852
Scholtz & Company
Connecticut
$235M +$8.28M +4% 5.09% 89.2% 56 21.43%
IAMH
4853
IvyRock Asset Management (HK)
Hong Kong
$235M +$19.7M +9% 9.53% 76% 24 29.17%
PCR
4854
Potrero Capital Research
California
$235M +$59.2M +34% 11.6% 226% 34 41.18%
SM
4855
Sweeney & Michel
California
$235M +$8.73M +4% 3.63% 115 6.96%
JWM
4856
Jessup Wealth Management
Ohio
$235M +$1.01M +0.4% 8.21% 164% 70 34.29%
VF
4857
Visa Foundation
California
$235M +$69.3M +42% 0.27% 48.5% 2 50%
SCM
4858
Stonebridge Capital Management
California
$234M +$10.7M +5% 2.78% 86 6.98%
AGM
4859
Aragon Global Management
Florida
$234M +$11.6M +5% 10.5% 21 33.33%
CVA
4860
Central Valley Advisors
California
$234M +$40.7M +21% 3.07% 196 50%
LAM
4861
Lynch Asset Management
Pennsylvania
$234M +$21.7M +10% 13.5% 190% 43 2.33%
HNWA
4862
Henrickson Nauta Wealth Advisors
Michigan
$234M +$7.57M +3% 1.03% 61.6% 76 5.26%
SWM
4863
Sculati Wealth Management
Michigan
$234M +$2.21M +1% 2.95% 72.3% 105 4.76%
SPI
4864
Santori & Peters Inc
Pennsylvania
$234M +$2.62M +1% 1.84% 88% 64 15.63%
CRA
4865
Clear Rock Advisors
Texas
$234M +$3.71M +2% 0.5% 74 12.16%
CAGAS
4866
Capital Advisory Group Advisory Services
Minnesota
$234M +$23.1M +11% 3.3% 54.8% 159 15.09%
PFG
4867
Pinnacle Financial Group
Illinois
$234M +$6.15M +3% 0.41% 54.3% 72 9.72%
WCM
4868
Weik Capital Management
Pennsylvania
$234M -$1.6M -0.7% 1.82% 66.9% 99 9.09%
SWA
4869
ShankerValleau Wealth Advisors
Illinois
$234M +$16.3M +7% 1.32% 56.3% 26 7.69%
RCM
4870
Rivermont Capital Management
New York
$234M -$39.2M -14% 0.35% 555% 23 34.78%
NFG
4871
Northeast Financial Group
Pennsylvania
$234M +$7.39M +3% 0.74% 31.6% 80 10%
LCC
4872
Lincoln Capital Corp
Rhode Island
$234M +$4.89M +2% 2.68% 73.9% 87 19.54%
SCM
4873
Stonehearth Capital Management
Massachusetts
$234M +$12.6M +6% 0.7% 80.7% 85 15.29%
FCM
4874
Forager Capital Management
Alabama
$234M -$25.5M -10% 8.47% 52.6% 14 14.29%
SGA
4875
Siguler Guff Advisers
New York
$233M -$17.5M -7% 4.55% 37.7% 6 16.67%