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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
SCA
5501
Sippican Capital Advisors
Massachusetts
$108M +$16.1M +17% 20.2% 90.1% 117 12.82%
UAM
5502
Unison Asset Management
Florida
$108M +$7.46M +7% 13.9% 84% 29 13.79%
SWA
5503
Sightline Wealth Advisors
Connecticut
$108M +$6.66M +7% 5.47% 44.4% 55 10.91%
BDFN
5504
Bond & Devick Financial Network
Minnesota
$108M +$20.5M +23% 5.02% 41.2% 98 8.16%
PIA
5505
Pinion Investment Advisors
Kansas
$108M +$13M +14% 5.29% 61.8% 159 27.04%
AW
5506
Alaethes Wealth
Nevada
$108M 3% 80.5% 87
GWAM
5507
Guardian Wealth Advisors (Minnesota)
Minnesota
$108M +$7.11M +7% 5.63% 45.6% 65 3.08%
BCM
5508
Billings Capital Management
Virginia
$108M 22% 9
WCM
5509
Washington Capital Management
Washington
$108M +$2.83M +3% 8.2% 76.9% 116 19.83%
OA
5510
Ocean Arete
Hong Kong
$108M +$82.1M +321% 4.01% 20 85%
4WM
5511
4J Wealth Management
Virginia
$108M +$3.6M +3% 3.35% 68.2% 76 9.21%
FWP
5512
Firethorn Wealth Partners
Georgia
$107M +$14.9M +16% 5.97% 67.1% 145 34.48%
ACM
5513
Avalon Capital Management
California
$107M +$1.6M +2% 5.88% 151% 30 50%
MF
5514
Montis Financial
Massachusetts
$107M +$7.19M +7% 2.76% 44% 72 12.5%
SWM
5515
Salvus Wealth Management
New Jersey
$107M +$14.6M +16% 11.3% 104% 85 5.88%
TCMP
5516
Thrive Capital Management (Pennsylvania)
Pennsylvania
$107M +$13M +14% 2.63% 43.2% 108 18.52%
PCMM
5517
Piedmont Capital Management (Montana)
Montana
$107M +$8.25M +8% 5.99% 76.1% 42 7.14%
CCM
5518
Cephei Capital Management
Hong Kong
$107M -$73.9M -41% 6.27% 5 40%
MAG
5519
MRA Advisory Group
New Jersey
$106M +$4.48M +4% 3.65% 84.5% 115 18.26%
WA
5520
Wilshire Advisors
California
$106M +$512K +0.5% 3.09% 100% 23 4.35%
PC
5521
Plaisance Capital
Colorado
$106M -$15.7M -13% 17.8% 60 73.33%
FHC
5522
Fort Henry Capital
West Virginia
$106M +$5.56M +6% 4.62% 37% 11 18.18%
DWM
5523
Defined Wealth Management
Oregon
$105M +$4.16M +4% 6.77% 54.4% 218 57.34%
SC
5524
Schiavi & Co
Delaware
$105M +$4.69M +5% 5.76% 33% 9 33.33%
LRI
5525
Linden Rose Investment
Texas
$105M +$855K +0.8% 6.35% 6 0%