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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
SWA
4951
ShankerValleau Wealth Advisors
Illinois
$217M +$21M +11% 6.62% 56.3% 24 4.17%
IRAG
4952
Investment Research & Advisory Group
Georgia
$217M +$21.3M +11% 12.7% 88.6% 239 20.5%
SFS
4953
Solitude Financial Services
Virginia
$217M +$34.5M +19% 8% 55.4% 50 38%
FS
4954
Ferguson Shapiro
Georgia
$217M +$9.73M +5% 5.5% 39.6% 47 34.04%
SFCM
4955
Savoir Faire Capital Management
Connecticut
$217M -$13.1M -6% 8.01% 1.22% 60 28.33%
WCM
4956
Winthrop Capital Management
Indiana
$217M -$89.3M -29% 8.14% 304 55.92%
SCA
4957
Sandy Cove Advisors
Massachusetts
$217M +$21.8M +11% 8.58% 78% 134 20.15%
EF
4958
Exeter Financial
Arizona
$217M +$10.7M +5% 5.9% 50.4% 91 4.4%
MPM
4959
Mountaineer Partners Management
New York
$217M +$19.8M +10% 9.87% 151% 16 12.5%
MS
4960
Madden Securities
Texas
$217M +$27.7M +15% 19% 92.2% 111 29.73%
3C
4961
325 Capital
New York
$217M +$14.7M +7% 14.4% 159% 13 7.69%
SIC
4962
Sterling Investment Counsel
New York
$217M +$20.6M +10% 9.12% 82.8% 176 13.64%
MAMNY
4963
Marathon Asset Management (New York)
New York
$216M -$7.51M -3% 7.91% 28.4% 12 50%
CWA
4964
Centennial Wealth Advisory
Michigan
$216M +$20.9M +11% 6.35% 57.6% 143 12.59%
TW
4965
Traveka Wealth
California
$216M +$17.6M +9% 7.02% 143 20.28%
GL
4966
GHE LLC
Tennessee
$216M +$51.2M +31% 41.3% 188% 53 0%
MMM
4967
Mendel Money Management
Illinois
$216M +$8.05M +4% 6.78% 55.5% 133 6.77%
ACA
4968
Anchorage Capital Advisors
New York
$216M 0.51% 6
CC
4969
Cipher Capital
New York
$216M -$92.6M -30% 7.71% 654 63.3%
DC
4970
Dorval Corp
Minnesota
$216M +$7.09M +3% 3.87% 27 3.7%
LWMNY
4971
Landmark Wealth Management (New York)
New York
$216M +$12.7M +6% 4.4% 25.3% 75 5.33%
DS
4972
Dalal Street
Texas
$216M -$32.4M -13% 4.17% 155% 4 0%
JCM
4973
Jacobsen Capital Management
Utah
$216M +$17.8M +9% 8.47% 86.7% 99 23.23%
RSC
4974
Red Spruce Capital
Pennsylvania
$216M +$20.8M +11% 9.98% 93.3% 91 13.19%
GCM
4975
Gunderson Capital Management
South Carolina
$215M +$40.3M +23% 30.8% 947% 59 50.85%