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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
SCG
5126
Sonata Capital Group
Washington
$277M +$6.07M +2% 1.32% 57.4% 126 7.94%
SCI
5127
Stableford Capital II
Arizona
$277M +$122K +0% 5.72% 59.3% 159 22.01%
DJC
5128
Daily Journal Corp
California
$277M +$14.4M +5% 6.34% 108% 4 0%
ACM
5129
Allred Capital Management
Texas
$277M -$10.7M -4% 2.19% 58.6% 175 15.43%
FWM
5130
Forza Wealth Management
Florida
$277M +$15.5M +6% 3.84% 65.6% 193 6.22%
HP
5131
Hartree Partners
New York
$276M -$14.3M -5% 5.61% 163% 105 65.71%
BIM
5132
Breakwater Investment Management
Washington
$276M +$5.18M +2% 1.55% 621 34.62%
MC
5133
Merck & Co
New Jersey
$276M +$48.2M +21% 25.9% 13 7.69%
ALC
5134
Alexander Labrunerie & Co
Missouri
$276M +$5.65M +2% 2.99% 123 7.32%
CWA
5135
Centerline Wealth Advisors
Kentucky
$276M +$46.5M +20% 1.55% 62 29.03%
WFS
5136
Walker Financial Services
Kentucky
$276M +$18.9M +7% 0.26% 18.9% 43 6.98%
AA
5137
Alta Advisers
United Kingdom
$276M -$51M -16% 3.71% 78.9% 249 20.48%
AWM
5138
Avaii Wealth Management
Wisconsin
$276M +$13.1M +5% 1.94% 68.3% 157 12.1%
QFPS
5139
Quantum Financial Planning Services
Washington
$276M +$28.6M +12% 1.8% 59 25.42%
AFG
5140
American Financial Group
Ohio
$276M +$16.3M +6% 1.81% 32.3% 66 13.64%
HFP
5141
Holistic Financial Partners
Indiana
$276M +$31.5M +13% 12.4% 95.7% 147 12.93%
FWMP
5142
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$276M +$17.4M +7% 2.07% 95 3.16%
ROC
5143
Robertson Opportunity Capital
Texas
$276M -$15.6M -5% 0.7% 93.4% 29 13.79%
RCM
5144
Raleigh Capital Management
North Carolina
$276M +$12.4M +5% 2.47% 71.8% 617 19.29%
WP
5145
Wealthspan Partners
Iowa
$275M +$13.3M +5% 2.89% 59.1% 130 6.15%
CCAM
5146
Codex Capital Asset Management
Texas
$275M +$9.6M +4% 6.03% 31 9.68%
IIA
5147
ICW Investment Advisors
Arizona
$275M -$2.95M -1% 1.29% 45.3% 147 3.4%
ECML
5148
Eagle Capital Management (Louisiana)
Louisiana
$275M +$10.4M +4% 3.45% 93.6% 51 7.84%
TBT
5149
Texas Bank & Trust
Texas
$275M +$10.5M +4% 4.43% 185 10.27%
AFO
5150
Arrowroot Family Office
California
$275M +$24.3M +10% 1.95% 155 18.06%