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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
RSC
5176
Red Spruce Capital
Pennsylvania
$183M +$11.9M +7% 8.26% 93.3% 90 3.33%
BWCS
5177
Beirne Wealth Consulting Services
Connecticut
$183M +$7.12M +4% 4.89% 75.4% 122 19.67%
TA
5178
Townsend & Associates
Colorado
$183M -$19.9M -10% 6.95% 54.1% 79 20.25%
SP
5179
SCF Partners
Texas
$183M -$22.6M -11% 4.85% 2.1% 4 0%
DCM
5180
Davidson Capital Management
Texas
$183M -$15.8M -8% 10.4% 79.2% 97 19.59%
EF
5181
Exeter Financial
Arizona
$183M +$15.2M +9% 9.65% 50.4% 83 4.82%
VBFP
5182
Valtinson Bruner Financial Planning
Minnesota
$183M +$405K +0.2% 4.8% 36.2% 100 10%
CWM
5183
Collaborative Wealth Management
Florida
$183M 5.73% 41.6% 196
CB
5184
CNB Bank
Pennsylvania
$183M +$16M +10% 11.1% 91.6% 492 20.53%
FCAG
5185
First Capital Advisors Group
New Jersey
$182M 7.74% 63
LWM
5186
Loveless Wealth Management
Montana
$182M +$17.8M +11% 10.1% 136 9.56%
MVPI
5187
Maven Ventures Partners II
California
$182M 12.8% 2
KCM
5188
Knoll Capital Management
Florida
$182M -$18.6M -9% 5.27% 260% 42 14.29%
MAWCM
5189
Mine & Arao Wealth Creation & Management
California
$181M +$14.5M +9% 9.68% 92% 326 12.88%
TA
5190
Teramo Advisors
Florida
$181M 3.66% 62.5% 16
SHFA
5191
SC&H Financial Advisors
Maryland
$181M 9.43% 60.1% 151
RCI
5192
RS Crum Inc
California
$181M 4.91% 48.5% 69
BA
5193
Baugh & Associates
Georgia
$181M +$17.7M +11% 14.2% 83.8% 42 4.76%
IOOF
5194
Independent Order of Foresters
Ontario, Canada
$181M +$13.4M +8% 8.07% 66.3% 13 0%
MSWM
5195
Mader & Shannon Wealth Management
Missouri
$181M +$24.2M +15% 9.86% 53.1% 21 0%
HSWM
5196
Hubbell Strickland Wealth Management
Louisiana
$181M +$15.6M +9% 9.66% 56.8% 70 7.14%
YEPI
5197
Yorktown Energy Partners IX
New York
$181M +$10.1M +6% 6.87% 67.3% 2 0%
SHCM
5198
Stone House Capital Management
Florida
$180M -$63.5M -26% 19.5% 151% 2 50%
CCM
5199
Cribstone Capital Management
Maine
$180M +$12.4M +7% 7.1% 22.4% 445 11.46%
HFA
5200
HC Financial Advisors
California
$180M +$13.3M +8% 9.39% 31.2% 357 13.45%