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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
UC
5001
Unio Capital
New Jersey
$195M +$10.8M +6% 14.3% 85% 41 7.32%
SCA
5002
Sander Capital Advisors
Washington
$195M +$23M +13% 16.3% 68.8% 17 11.76%
DR
5003
Davis Rea
Ontario, Canada
$195M +$10.9M +6% 14.4% 50% 41 14.63%
MWM
5004
MBE Wealth Management
Wisconsin
$195M +$21.2M +12% 10.5% 60.9% 98 18.37%
FC
5005
Fusion Capital
South Carolina
$195M +$17.7M +10% 10.8% 73.5% 76 10.53%
RFP
5006
Roth Financial Partners
Texas
$195M +$35.5M +22% 10.2% 54.3% 28 10.71%
PFG
5007
Pinnacle Financial Group
Illinois
$195M +$27.2M +16% 10.1% 45.9% 63 9.52%
SCA
5008
Sandy Cove Advisors
Massachusetts
$195M +$22.6M +13% 10.6% 78% 129 17.05%
TA
5009
TFB Advisors
Kansas
$195M +$113M +137% 9.78% 62.4% 203 65.02%
BSI
5010
Bennett Selby Investments
Maine
$195M +$23.8M +14% 12.8% 69.8% 62 11.29%
ZIG
5011
Zullo Investment Group
Pennsylvania
$195M +$24.5M +14% 12.8% 97.2% 153 11.11%
OFW
5012
Omnia Family Wealth
Florida
$195M +$33.8M +21% 10.4% 80.6% 72 20.83%
DW
5013
Dodds Wealth
Colorado
$195M 8.5% 55
FNBSF
5014
First National Bank Sioux Falls
South Dakota
$195M +$27.7M +17% 10.6% 65.4% 131 9.16%
NAM
5015
NewGen Asset Management
Ontario, Canada
$195M +$54.3M +39% 5.96% 391% 35 65.71%
SCGDR
5016
Sharp Capital Gestora de Recursos
Brazil
$195M +$87.2M +81% 19.6% 201% 5 40%
OWM
5017
Olympus Wealth Management
Utah
$195M +$20.2M +12% 9.11% 43.1% 23 52.17%
7CM
5018
7G Capital Management
New York
$195M +$14.2M +8% 8.75% 128% 10 40%
RSC
5019
Red Spruce Capital
Pennsylvania
$195M +$18.6M +11% 12% 93.3% 88 5.68%
VBFP
5020
Valtinson Bruner Financial Planning
Minnesota
$195M +$11.8M +6% 8.47% 33.4% 114 4.39%
SVP
5021
Strategic Value Partners
Connecticut
$195M -$2.96M -1% 11.9% 4 50%
OWIM
5022
Old West Investment Management
California
$195M -$3.6M -2% 14.4% 235% 45 20%
WAM
5023
Weinberger Asset Management
California
$194M +$19M +11% 11.4% 66.4% 80 6.25%
MBI
5024
May Barnhard Investments
Maryland
$194M 12.3% 82
NG
5025
NWK Group
California
$194M +$31.4M +19% 18.7% 227% 70 24.29%