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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
RCA
5351
Ranch Capital Advisors
Florida
$231M +$19.7M +9% 9.27% 92.6% 145 6.21%
SSW
5352
Smith Shellnut Wilson
Mississippi
$231M +$12.4M +6% 12% 90.2% 147 10.88%
OC
5353
ORIX Corp
Japan
$231M +$18.8M +9% 18.4% 11.7% 1 0%
MC
5354
Muzinich & Co
New York
$230M +$54.3M +31% 2.34% 9.67% 71 38.03%
WFG
5355
Wills Financial Group
Virginia
$230M +$4.85M +2% 4.26% 57.5% 71 15.49%
SPA
5356
Sherbrooke Park Advisers
New York
$230M +$15.6M +7% 6.29% 9.59% 827 70.98%
BWG
5357
Balanced Wealth Group
Ohio
$230M +$23.4M +11% 7.49% 70 7.14%
OIA
5358
Optimum Investment Advisors
Illinois
$230M +$17.9M +8% 13.1% 125% 650 7.23%
SC
5359
Swan Capital
Florida
$230M +$13.7M +6% 6.32% 47.9% 516 33.33%
SC
5360
Seldon Capital
California
$230M +$71.3M +45% 23.4% 604% 71 23.94%
ER
5361
EVR Research
Virginia
$230M -$123M -35% 18% 165% 44 52.27%
SAMC
5362
Spectrum Asset Management (California)
California
$230M +$5.05M +2% 8.03% 62.9% 107 28.04%
MWM
5363
MBE Wealth Management
Wisconsin
$230M +$21M +10% 8.15% 60.9% 136 11.76%
SIAS
5364
Summit Investment Advisory Services
Minnesota
$230M +$26M +13% 9.83% 68.3% 71 4.23%
TWA
5365
Trellis Wealth Advisors
California
$230M +$23.7M +11% 9.41% 57.2% 37 5.41%
GFG
5366
Greenbush Financial Group
New York
$230M +$28.5M +14% 9.49% 33 3.03%
LK
5367
Lumbard & Kellner
New Hampshire
$229M +$2.62M +1% 14.9% 137% 97 24.74%
SAM
5368
Stenahm Asset Management
Guernsey
$229M -$16.3M -7% 10.4% 33 42.42%
CWM
5369
Collaborative Wealth Management
Florida
$229M +$15.4M +7% 5.19% 41.6% 188 11.17%
CI
5370
Cherokee Insurance
Michigan
$229M +$2.92M +1% 1.36% 124 2.42%
RFA
5371
Register Financial Advisors
Georgia
$229M +$36.9M +19% 16.3% 126% 347 15.85%
WIM
5372
Wittenberg Investment Management
Massachusetts
$229M +$7.21M +3% 4.82% 89.9% 80 12.5%
BC
5373
Bayforest Capital
United Kingdom
$229M -$725K -0.3% 10.6% 939 48.35%
GPFA
5374
Game Plan Financial Advisors
Ohio
$229M +$22.9M +11% 13.3% 398 24.37%
PGDP
5375
Pragma Gestao de Patrimonio
Brazil
$229M +$42.1M +23% 15.9% 75.2% 23 26.09%