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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 Avg Holding
Period (Yrs)
SIP
5251
Scott Investment Partners
United Kingdom
$146M +$3.38M +2% 0.92% 44% 45 0% 0.7
BCFD
5252
Boit C.F. David
$146M +$14.3M +11% 0.55% 84.2% 115 12.17% 0.2
High Pines Wealth Management
5253
High Pines Wealth Management
Massachusetts
$146M +$13.1M +10% 0.01% 28.3% 44 15.91% 0.7
Ciovacco Capital Management
5254
Ciovacco Capital Management
Georgia
$146M +$6.35M +5% 0.22% 88.5% 30 26.67% 0.6
TWS
5255
Thomas W. Smith
$145M -$9.27M -6% 2.93% – 8 0% 6.4
Omnia Family Wealth
5256
Omnia Family Wealth
Florida
$145M -$11M -7% 1.54% 80.6% 75 18.67% 3.3
Midwest Wealth Management
5257
Midwest Wealth Management
Indiana
$145M +$5.28M +4% 0.82% – 102 8.82% 0.7
Cassia Capital Partners
5258
Cassia Capital Partners
North Carolina
$145M +$12.3M +9% 0.82% 55% 137 92.7% 0
Solitude Financial Services
5259
Solitude Financial Services
Virginia
$145M +$7.29M +5% 2.2% 62.4% 43 11.63% 0.7
JVL Associates
5260
JVL Associates
Michigan
$145M +$89K +0.1% 0.57% 81% 37 0% 3
IVC Wealth Advisors
5261
IVC Wealth Advisors
Pennsylvania
$145M +$2.85M +2% 0.08% 81.9% 147 10.2% 0.6
PHM
5262
Prospect Hill Management
New Jersey
$145M +$6.69M +5% 4.93% 85.1% 17 0% 0.7
New Potomac Partners
5263
New Potomac Partners
Maryland
$145M -$2.14M -1% 0.7% 37.2% 65 3.08% 3
First Dallas Securities
5264
First Dallas Securities
Texas
$145M -$7.7M -5% 4.08% 163% 126 14.29% 2.9
Clarus Group
5265
Clarus Group
Texas
$145M +$11.2M +8% 1.74% 67.5% 115 9.57% 0.7
Green Alpha Advisors
5266
Green Alpha Advisors
Colorado
$145M -$2.08M -1% 2.93% 316% 130 5.38% 0.6
Purus Wealth Management
5267
Purus Wealth Management
California
$145M +$5.74M +4% 0.16% 174% 108 20.37% 0.6
Attestor
5268
Attestor
United Kingdom
$145M -$6.66M -4% 8.69% 55.7% 3 33.33% 0.3
Truvvo Partners
5269
Truvvo Partners
New York
$144M -$1.54M -1% 2.57% 21.1% 32 25% 1.9
St. Clair Advisors
5270
St. Clair Advisors
Ohio
$144M +$10.9M +8% 0.19% 77.5% 51 21.57% 0.6
CoreFirst Bank & Trust
5271
CoreFirst Bank & Trust
Kansas
$144M -$2.65M -2% 1.11% 61.4% 453 3.09% 0.7
Pointe Capital Management
5272
Pointe Capital Management
Michigan
$144M +$2.03M +1% 0.23% 62.6% 153 7.19% 3.2
Profit Investment Management
5273
Profit Investment Management
Maryland
$144M -$45.4M -24% 1.27% 101% 90 3.33% 5.1
Providence Wealth Advisors
5274
Providence Wealth Advisors
Illinois
$144M -$2.76M -2% 0.83% 121% 100 9% 2.5
Solas Capital Management
5275
Solas Capital Management
Connecticut
$144M +$1.18M +0.8% 4.14% 62.5% 27 18.52% 1.2