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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
SIC
5026
Sterling Investment Counsel
New York
$217M +$20.6M +10% 9.12% 82.8% 176 13.64%
CWM
5027
Concentrum Wealth Management
California
$217M +$25M +13% 22.9% 174% 74 16.22%
MAMNY
5028
Marathon Asset Management (New York)
New York
$216M -$7.51M -3% 7.91% 490% 12 50%
CWA
5029
Centennial Wealth Advisory
Michigan
$216M +$20.9M +11% 6.35% 57.6% 143 12.59%
TW
5030
Traveka Wealth
California
$216M +$17.6M +9% 7.02% 143 20.28%
GL
5031
GHE LLC
Tennessee
$216M +$51.2M +31% 41.3% 188% 53 0%
MMM
5032
Mendel Money Management
Illinois
$216M +$8.05M +4% 6.78% 75.4% 133 6.77%
ACA
5033
Anchorage Capital Advisors
New York
$216M 0.51% 6
CC
5034
Cipher Capital
New York
$216M -$92.6M -30% 7.71% 654 63.3%
DC
5035
Dorval Corp
Minnesota
$216M +$7.09M +3% 3.87% 27 3.7%
SA
5036
Scarborough Advisors
Maryland
$216M -$270M -56% 7.92% 58.4% 763 48.62%
LWMNY
5037
Landmark Wealth Management (New York)
New York
$216M +$12.7M +6% 4.4% 37.9% 75 5.33%
DS
5038
Dalal Street
Texas
$216M -$32.4M -13% 4.17% 92.7% 4 0%
JCM
5039
Jacobsen Capital Management
Utah
$216M +$17.8M +9% 8.47% 86.7% 99 23.23%
RSC
5040
Red Spruce Capital
Pennsylvania
$216M +$20.8M +11% 9.98% 93.3% 91 13.19%
GCM
5041
Gunderson Capital Management
South Carolina
$215M +$40.3M +23% 30.8% 947% 59 50.85%
E
5042
EnerVest
Texas
$215M +$38.7M +22% 21.9% 20.5% 1 0%
ICM
5043
IMS Capital Management
Oregon
$215M +$11.5M +6% 10.9% 119% 160 20.63%
WWS
5044
Wellington Wealth Strategies
Indiana
$215M +$96.7M +82% 9.88% 186 69.89%
SC
5045
Saiph Capital
New Jersey
$215M +$17.4M +9% 7.33% 52.4% 55 29.09%
IAMH
5046
IvyRock Asset Management (HK)
Hong Kong
$215M +$14.3M +7% 6.78% 76% 24 41.67%
FPWM
5047
FSB Premier Wealth Management
Iowa
$215M +$15.2M +8% 5.6% 53.9% 187 10.16%
CFLC
5048
California First Leasing Corp
California
$215M +$26.6M +14% 15.6% 377% 39 2.56%
GB
5049
Goepper Burkhardt
South Carolina
$215M +$13.8M +7% 6.85% 50.4% 83 7.23%
LWA
5050
Lowe Wealth Advisors
Maryland
$215M +$12.6M +6% 6.96% 63.3% 323 7.43%