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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)
SWG
4976
Summit Wealth Group
Vermont
$106M – – 3.76% 53% 28 – 0
LifeSteps Financial
4977
LifeSteps Financial
California
$106M – – 6.68% 98.4% 93 – 0
Sapphire Ventures
4978
Sapphire Ventures
Texas
$106M – – 42.8% 27.9% 3 – 1
Ocean Endowment Partners
4979
Ocean Endowment Partners
Illinois
$106M – – 8.17% – 39 – 0
Carolina Wealth Advisors
4980
Carolina Wealth Advisors
South Carolina
$106M – – 4.66% 62% 188 – 0
Grandview Asset Management
4981
Grandview Asset Management
Pennsylvania
$106M -$4.84M -4% 9.91% 200% 102 18.63% 0.9
LBS
4982
Lawrence B. Seidman
$106M -$4.58M -4% 10% 12.3% 23 21.74% 2.2
Pennsylvania Capital Management
4983
Pennsylvania Capital Management
Pennsylvania
$106M – – 9.8% 70.6% 54 – 0
SVB Investment Services
4984
SVB Investment Services
Utah
$105M – – 5.33% – 56 – 0
Gunma Bank
4985
Gunma Bank
Japan
$105M +$366K +0.3% 0.4% 24.5% 9 0% 3.8
PFA
4986
Professional Financial Advisors
Nebraska
$105M – – 5.78% 59.2% 76 – 0
Dean Capital Management
4987
Dean Capital Management
Kansas
$105M +$8.5M +9% 5.43% 89.7% 150 26% 0.8
SWM
4988
Strategic Wealth Management
Washington
$105M -$304K -0.3% 3.08% 52.8% 19 0% 1.9
Quad-Cities Investment Group
4989
Quad-Cities Investment Group
Iowa
$105M -$13.2M -11% 6.08% 67.3% 866 80.6% 1.6
Hixon Zuercher
4990
Hixon Zuercher
Ohio
$105M – – 8.56% 101% 56 – 0
SCM
4991
Springhouse Capital Management
Connecticut
$105M -$44.1M -30% 10.1% 52% 18 38.89% 1.6
Emerald Advisors
4992
Emerald Advisors
Washington
$105M – – 4.43% 71.8% 97 – 0
S.A. Mason
4993
S.A. Mason
Michigan
$105M – – 7.74% 116% 453 – 0
Steinberg Asset Management
4994
Steinberg Asset Management
New York
$105M +$7.12M +7% 10.5% 130% 37 8.11% 3.6
Capital Square
4995
Capital Square
Tennessee
$105M – – 3.79% 62.5% 127 – 0
1C
4996
1623 Capital
Virginia
$105M – – 7.74% 11.9% 33 – 0
Magnolia Capital Advisors
4997
Magnolia Capital Advisors
Mississippi
$105M – – 7.42% 78.7% 98 – 0
Beaumont Asset Management
4998
Beaumont Asset Management
Texas
$105M – – 8.72% 73.1% 61 – 0
Robinson Value Management
4999
Robinson Value Management
Texas
$105M – – 8.68% 79.3% 63 – 2
Lesa Sroufe & Co
5000
Lesa Sroufe & Co
Washington
$105M -$191K -0.2% 6.53% – 63 4.76% 3.2