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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
SHA
5026
Seneca House Advisors
Virginia
$135M -$18.2M -12% 5.56% 48% 87 10.34%
MAM
5027
Maytree Asset Management
Hong Kong
$135M +$49.1M +57% 1.04% 96.7% 22 36.36%
WWMSC
5028
Wagner Wealth Management (South Carolina)
South Carolina
$135M +$9.31M +7% 4.74% 36.9% 796 16.58%
HCM
5029
Highview Capital Management
Illinois
$135M +$4.72M +4% 3.47% 89.5% 104 20.19%
SIM
5030
Strategic Investment Management
Virginia
$135M +$14.5M +12% 6.91% 53.3% 10 0%
RCA
5031
Rex Capital Advisors
Rhode Island
$135M -$20.7M -13% 4.91% 7.31% 18 5.56%
PCM
5032
Prentice Capital Management
Connecticut
$135M -$110M -45% 9.16% 104% 26 38.46%
WB
5033
West Bancorporation
Iowa
$135M -$7.3M -5% 5.25% 64.4% 302 17.22%
MAG
5034
Members Advisory Group
New York
$135M -$6.29M -4% 4.26% 70.6% 21 14.29%
CWP
5035
Corepath Wealth Partners
Arizona
$135M -$487K -0.4% 6.66% 56% 38 2.63%
RC
5036
RDST Capital
Washington
$135M -$6.21M -4% 6.25% 41% 17 11.76%
GB
5037
Goepper Burkhardt
South Carolina
$134M -$7.46M -5% 3.99% 43.8% 62 8.06%
ACM
5038
Ayrshire Capital Management
Connecticut
$134M -$7.02M -5% 4.55% 78.4% 52 9.62%
PU
5039
Petiole USA
New York
$134M +$19.9M +17% 0.81% 74.9% 42 11.9%
BCM
5040
Banyan Capital Management
Georgia
$134M -$13.9M -9% 7.59% 52.7% 18 0%
SP
5041
StackLine Partners
New York
$134M -$41.6M -24% 4.58% 12.7% 12 8.33%
VWMG
5042
Virginia Wealth Management Group
Virginia
$134M +$30M +29% 5.67% 42.1% 76 22.37%
AC
5043
Almitas Capital
California
$134M -$59.5M -31% 9.96% 85.9% 124 37.9%
PWA
5044
Providence Wealth Advisors
Illinois
$134M -$4.7M -3% 4.22% 98.7% 99 5.05%
AIM
5045
Aquila Investment Management
New York
$134M -$6.99M -5% 2.57% 53.3% 101 23.76%
GBI
5046
GP Brinson Investments
Illinois
$134M +$6.04M +5% 8.46% 45.5% 17 17.65%
TCM
5047
Thomist Capital Management
Texas
$134M -$9.22M -6% 10.8% 71.6% 36 83.33%
FPCG
5048
Forum Private Client Group
Indiana
$134M -$3.77M -3% 5.34% 40.5% 69 10.14%
IRAG
5049
Investment Research & Advisory Group
Georgia
$134M -$4.64M -3% 5.11% 88.6% 183 9.29%
SOAG
5050
Silver Oak Advisory Group
Oregon
$133M -$7.72M -5% 5.56% 20.1% 55 7.27%