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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)
CWA
5526
Choice Wealth Advisors
Maine
$123M -$15.9M -11% 0.25% 52.3% 30 23.33% 0.5
SC
5527
Schiavi & Co
Delaware
$123M +$1.7M +1% 1.5% 41.4% 11 0% 0.6
BC
5528
Belmont Capital
California
$123M +$26.2M +27% 1.89% 182% 79 26.58% 1
ACM
5529
Antonetti Capital Management
Florida
$123M – – 1.22% – 421 – 1.1
VCM
5530
Verger Capital Management
North Carolina
$123M +$491K +0.4% 0.95% 53.1% 12 0% 5.1
AFA
5531
AllGen Financial Advisors
Florida
$123M -$7.77M -6% 0.46% 39.7% 36 16.67% 0.6
SWM
5532
Salvus Wealth Management
New Jersey
$123M +$3.92M +3% 0.43% 108% 103 8.74% 0.6
FCM
5533
Fairbanks Capital Management
California
$122M -$4.38M -3% 0.9% 81.3% 51 3.92% 2.7
JMF
5534
Johnson Midwest Financial
Iowa
$122M +$20.7M +20% 0.58% 58.6% 340 17.06% 0.6
WIM
5535
Wilen Investment Management
Florida
$122M +$5.92M +5% 4.22% 79.9% 94 41.49% 3.3
ICMP
5536
Integrated Capital Management (Pennsylvania)
Pennsylvania
$122M -$5.4M -4% 0.74% 39.7% 84 25% 1.3
CBCM
5537
Cook & Bynum Capital Management
Alabama
$122M -$6.87M -5% 7.41% 46.8% 5 0% 4.2
IVAI
5538
Index Venture Associates III
Jersey
$122M -$77.8M -39% 13.9% – 1 0% 0.8
CCA
5539
Cruiser Capital Advisors
Connecticut
$122M +$3.84M +3% 0.83% 192% 83 54.22% 0.6
RRC
5540
Relaxing Retirement Coach
Massachusetts
$122M +$4.39M +4% 1.43% 28.6% 49 10.2% 3
PC
5541
Prairiewood Capital
North Dakota
$122M +$4.79M +4% 1.08% 43% 78 28.21% 0.6
CSM
5542
CAMG Solamere Management
North Carolina
$122M +$5.96M +5% 0.15% 51.7% 86 9.3% 2.8
BC
5543
Breakline Capital
New York
$122M +$72.4M +147% 1.01% – 33 63.64% 0.4
AA
5544
Aufman Associates
Pennsylvania
$122M -$8.09M -6% 2.91% 136% 51 13.73% 1.3
STC
5545
Sarah T. Connolly
$122M -$896K -0.7% 1.46% 35% 96 5.21% 0.7
BFA
5546
Brown Financial Advisory
Alabama
$121M +$1.41M +1% 1.24% 66.3% 26 0% 0.8
BMD
5547
Better Money Decisions
New Mexico
$121M +$9.51M +9% 0.6% 32.7% 668 11.68% 0.4
DAM
5548
Diamant Asset Management
Connecticut
$121M – – 0.27% 66.9% 67 – 3.1
FMC
5549
FTV Management Company
California
$121M – – 46.8% 15.1% 1 – 0
AG
5550
AlphaSimPlex Group
Massachusetts
$121M -$79.4M -40% 0.79% 35.5% 279 46.95% 0.8