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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
DJC
5201
Daily Journal Corp
California
$262M +$26.9M +11% 13.4% 108% 4 0%
FDW
5202
Fourth Dimension Wealth
Ohio
$262M +$25.4M +11% 7.28% 616 6.49%
PW
5203
Potentia Wealth
California
$262M +$86.6M +49% 8.94% 96 28.13%
BWM
5204
Biltmore Wealth Management
Arizona
$262M +$14.9M +6% 6.17% 55.6% 60 6.67%
WP
5205
Wealthspan Partners
Iowa
$262M +$20M +8% 6.47% 65% 127 5.51%
SIM
5206
Synergy Investment Management
Florida
$262M +$95.9M +58% 6.97% 129 38.76%
SM
5207
Samjo Management
New York
$262M +$24.8M +10% 11.8% 64 17.19%
CWA
5208
Cura Wealth Advisors
Illinois
$262M +$11.6M +5% 5.9% 142 28.87%
DCC
5209
Dow Chemical Company
Michigan
$262M +$24M +10% 6.6% 29.4% 7 57.14%
LCM
5210
Lunt Capital Management
Utah
$262M +$259K +0.1% 4.91% 42% 95 7.37%
JIC
5211
Juniper Investment Company
New York
$261M +$18.2M +7% 20.2% 358% 12 25%
TIA
5212
Tiemann Investment Advisors
California
$261M +$17.3M +7% 8.27% 77% 210 7.14%
AA
5213
Altman Advisors
Illinois
$261M +$16.6M +7% 9.56% 127% 98 8.16%
SCPM
5214
Sea Cliff Partners Management
California
$261M -$32M -11% 1.95% 16 12.5%
S
5215
ShariaPortfolio
Florida
$261M +$27.8M +12% 13.2% 233% 25 12%
AF
5216
Aegis Financial
Virginia
$261M +$91.4M +54% 36.7% 266% 27 11.11%
HCM
5217
Harspring Capital Management
New York
$261M -$23M -8% 0.97% 70.6% 17 11.76%
FWM
5218
Forza Wealth Management
Florida
$261M +$17.2M +7% 6.29% 65.6% 199 9.55%
AC
5219
AXQ Capital
New Jersey
$261M -$48.6M -16% 5.58% 35.5% 876 74.77%
MCA
5220
Mendon Capital Advisors
Florida
$261M +$54.4M +26% 4.14% 76 44.74%
MAM
5221
Mullooly Asset Management
New Jersey
$261M +$22.5M +9% 6.4% 51 7.84%
RCS
5222
Retirement Capital Strategies
California
$261M +$8.3M +3% 5.41% 59% 64 3.13%
SSWM
5223
Strait & Sound Wealth Management
California
$261M +$25.2M +11% 9.6% 74% 151 5.96%
HCP
5224
Hamilton Capital Partners
Georgia
$261M +$52M +25% 16.1% 26 26.92%
GFG
5225
Greenbush Financial Group
New York
$261M +$31.1M +14% 7.44% 32 0%