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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
SCM
4901
Stonehearth Capital Management
Massachusetts
$203M +$20.2M +11% 9.68% 80.7% 82 25.61%
RC
4902
Renaissance Capital
Connecticut
$203M +$15.1M +8% 30.9% 248% 74 27.03%
SC
4903
Steph & Co
Wisconsin
$203M +$24.3M +14% 9.49% 56.8% 299 21.4%
PP
4904
Pacifica Partners
Canada
$203M +$19.5M +11% 9.25% 123% 579 12.26%
LWMNY
4905
Landmark Wealth Management (New York)
New York
$203M +$27.2M +15% 8.63% 25.3% 76 7.89%
IP
4906
Investment Partners
Ohio
$203M +$13.1M +7% 9.56% 58.7% 136 4.41%
SI
4907
SimpliFi Inc
California
$203M +$81.6K +0% 7.67% 26.7% 33 0%
SAMT
4908
Select Asset Management & Trust
Pennsylvania
$203M +$30.8M +18% 11.4% 60.9% 70 11.43%
HGIM
4909
High Ground Investment Management
United Kingdom
$203M +$52.8M +35% 2.45% 25.9% 9 22.22%
CCA
4910
Cadent Capital Advisors
Oklahoma
$203M -$37.7M -16% 7.14% 106% 141 14.18%
OGF
4911
Orin Green Financial
California
$203M +$22.6M +13% 11.4% 53.3% 80 7.5%
SHFP
4912
Second Half Financial Partners
Florida
$203M +$1.89M +0.9% 7.18% 36.8% 54 24.07%
AMIM
4913
Aull & Monroe Investment Management
Alabama
$203M +$11M +6% 8.45% 96.6% 132 4.55%
WU
4914
Washington University
Missouri
$203M -$75.3M -27% 16.1% 44% 11 72.73%
FA
4915
Forefront Analytics
Pennsylvania
$203M +$26.2M +15% 8.08% 33.5% 71 11.27%
RHI
4916
Richmond Hill Investments
New York
$202M +$10.7M +6% 6.72% 55.2% 4 0%
WCM
4917
Westerly Capital Management
California
$202M +$60.4M +43% 17.7% 104% 65 40%
SWM
4918
Soundmark Wealth Management
Washington
$202M +$22.4M +12% 10.6% 17.2% 65 7.69%
LFA
4919
Level Financial Advisors
New York
$202M +$23.4M +13% 8.2% 41.5% 293 8.19%
PBRA
4920
Pine Brook Road Advisors
New York
$202M 6.13% 3
PP
4921
Praetorian PR
Puerto Rico
$202M +$649K +0.3% 8.07% 107% 28 53.57%
LWA
4922
Lowe Wealth Advisors
Maryland
$202M +$14.1M +7% 7.94% 63.3% 323 8.05%
SC
4923
Scholtz & Company
Connecticut
$202M +$50.4M +33% 13.2% 82.6% 75 57.33%
BWCS
4924
Beirne Wealth Consulting Services
Connecticut
$202M +$76.5M +61% 15% 75.4% 159 43.4%
BSC
4925
Brown Shipley & Co
United Kingdom
$202M +$20.4M +11% 12.8% 101% 93 7.53%