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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
SCM
5601
Semanteon Capital Management
Massachusetts
$186M +$39.5M +27% 2.61% 339 74.34%
MSFP
5602
Mark Sheptoff Financial Planning
Connecticut
$186M -$1.81M -1% 6.68% 85.8% 453 10.38%
CIS
5603
Custom Index Systems
New York
$186M +$1.65M +0.9% 1.81% 280 26.07%
EBWM
5604
Eagle Bluffs Wealth Management
Missouri
$186M +$570K +0.3% 0.99% 68.6% 76 6.58%
MWA
5605
Motive Wealth Advisors
Michigan
$186M +$19.7M +12% 0.48% 66% 76 15.79%
BM
5606
Bridger Management
New York
$186M -$13.8M -7% 1.12% 98.3% 33 27.27%
BCM
5607
BluePath Capital Management
Georgia
$186M +$24.1M +15% 2.85% 101% 111 17.12%
PCS
5608
Private Client Services
Kentucky
$186M +$109K +0.1% 0.52% 197 19.8%
WI
5609
Wafra Inc
New York
$186M -$52.7M -22% 21.4% 37.8% 2 0%
SPA
5610
Shore Point Advisors
New Jersey
$186M -$794K -0.4% 2.73% 51.4% 65 4.62%
UOMF
5611
University of Massachusetts Foundation
Massachusetts
$186M -$47.2M -20% 1.64% 53.6% 4 0%
RCAP
5612
Resolute Capital Asset Partners
Colorado
$186M -$6.25M -3% 10.8% 637% 48 62.5%
CWA
5613
Carolina Wealth Advisors
South Carolina
$186M -$10.7M -5% 0.44% 57.5% 362 23.76%
AA
5614
ACT Advisors
North Carolina
$186M -$26.1M -12% 1.25% 69.8% 65 30.77%
BDCM
5615
Black Diamond Capital Management
Connecticut
$186M +$16.9M +10% 6.18% 28.3% 15 26.67%
CP
5616
Castleview Partners
Texas
$186M +$12.3M +7% 1.19% 54.5% 623 19.58%
OAS
5617
Optivise Advisory Services
Tennessee
$186M -$4.49M -2% 1.54% 191 22.51%
6F
5618
626 Financial
Michigan
$185M +$4.77M +3% 1.84% 71.3% 117 7.69%
RFS
5619
Retirement Financial Solutions
Tennessee
$185M -$42.9M -19% 2.05% 40.6% 40 7.5%
RWRC
5620
R.W. Roge & Company
New York
$185M -$1.82M -1% 0.12% 57.7% 51 7.84%
SWA
5621
Sightline Wealth Advisors
Connecticut
$185M +$3.84M +2% 1.68% 44.4% 90 10%
ILCM
5622
Ivy Lane Capital Management
Florida
$185M +$8.26M +5% 7.86% 97.3% 12 0%
M
5623
MYeCFO
California
$185M +$674K +0.4% 0.83% 43.8% 58 3.45%
SMP
5624
Santa Monica Partners
Florida
$185M +$15.4M +9% 9.84% 123% 19 21.05%
MFG
5625
Marmo Financial Group
Tennessee
$185M -$2.29M -1% 0.22% 47.5% 28 3.57%