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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
PFT
4976
Providence First Trust
Arizona
$203M +$24.3M +14% 8.03% 64.1% 98 12.24%
SCM
4977
Stonehearth Capital Management
Massachusetts
$203M +$20.2M +11% 9.68% 80.7% 82 25.61%
Q
4978
QVR
California
$203M -$625M -75% 11.6% 5 40%
RC
4979
Renaissance Capital
Connecticut
$203M +$15.1M +8% 30.9% 410% 74 27.03%
SMH
4980
Sanders Morris Harris
Texas
$203M -$283M -58% 15.8% 83.1% 270 45.19%
SC
4981
Steph & Co
Wisconsin
$203M +$24.3M +14% 9.49% 56.8% 299 21.4%
PP
4982
Pacifica Partners
Canada
$203M +$19.5M +11% 9.25% 123% 579 12.26%
LWMNY
4983
Landmark Wealth Management (New York)
New York
$203M +$27.2M +15% 8.63% 37.9% 76 7.89%
IP
4984
Investment Partners
Ohio
$203M +$13.1M +7% 9.56% 74.1% 136 4.41%
SI
4985
SimpliFi Inc
California
$203M +$81.6K +0% 7.67% 26.7% 33 0%
SAMT
4986
Select Asset Management & Trust
Pennsylvania
$203M +$30.8M +18% 11.4% 68.4% 70 11.43%
HGIM
4987
High Ground Investment Management
United Kingdom
$203M +$52.8M +35% 2.45% 25.9% 9 22.22%
CCA
4988
Cadent Capital Advisors
Oklahoma
$203M -$37.7M -16% 7.14% 106% 141 14.18%
OGF
4989
Orin Green Financial
California
$203M +$22.6M +13% 11.4% 53.3% 80 7.5%
SHFP
4990
Second Half Financial Partners
Florida
$203M +$1.89M +0.9% 7.18% 36.8% 54 24.07%
AMIM
4991
Aull & Monroe Investment Management
Alabama
$203M +$11M +6% 8.45% 96.6% 132 4.55%
WU
4992
Washington University
Missouri
$203M -$75.3M -27% 16.1% 44% 11 72.73%
FA
4993
Forefront Analytics
Pennsylvania
$203M +$26.2M +15% 8.08% 50.9% 71 11.27%
RHI
4994
Richmond Hill Investments
New York
$202M +$10.7M +6% 6.72% 55.2% 4 0%
WCM
4995
Westerly Capital Management
California
$202M +$60.4M +43% 17.7% 116% 65 40%
SWM
4996
Soundmark Wealth Management
Washington
$202M +$22.4M +12% 10.6% 17.2% 65 7.69%
LFA
4997
Level Financial Advisors
New York
$202M +$23.4M +13% 8.2% 41.5% 293 8.19%
PBRA
4998
Pine Brook Road Advisors
New York
$202M 6.13% 3
PP
4999
Praetorian PR
Puerto Rico
$202M +$649K +0.3% 8.07% 80.3% 28 53.57%
LWA
5000
Lowe Wealth Advisors
Maryland
$202M +$14.1M +7% 7.94% 63.3% 323 8.05%