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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
SC
5826
Schulhoff & Co
Ohio
$249M +$5.53M +2% 8.49% 51.8% 136 3.68%
IFO
5827
Independent Family Office
New York
$249M +$5.94M +2% 6% 68.4% 97 19.59%
USB
5828
Union Savings Bank
Connecticut
$249M +$20.8M +9% 13% 328 4.27%
CWA
5829
Cascade Wealth Advisors
Washington
$249M +$21.1M +9% 8.91% 63 7.94%
WW
5830
Windle Wealth
Oklahoma
$249M +$12.2M +5% 4.95% 73% 35 8.57%
BWM
5831
BlackDiamond Wealth Management
New York
$249M +$40.7M +20% 16.9% 70.8% 242 22.73%
FCM
5832
Fogel Capital Management
Florida
$249M +$30M +14% 11.6% 60 18.33%
CSIA
5833
Carl Stuart Investment Advisor
Texas
$249M +$19.7M +9% 8.98% 84.4% 29 34.48%
AFT
5834
Alpha Family Trust
California
$249M +$42.5M +21% 42.8% 198% 225 20.89%
JSA
5835
Jim Saulnier & Associates
Colorado
$249M +$43.1M +21% 7.7% 160 18.13%
PSU
5836
Pennsylvania State University
Pennsylvania
$249M +$57.2M +30% 2.15% 3 33.33%
FF
5837
Finley Financial
Nevada
$248M +$34.9M +16% 19.2% 110 2.73%
PBC
5838
Pavion Blue Capital
California
$248M +$18.2M +8% 12.5% 77.6% 117 12.82%
SWM
5839
Steelhead Wealth Management
Virginia
$248M +$51.1M +26% 16.7% 102 23.53%
TPCM
5840
Two Point Capital Management
New York
$248M +$19.2M +8% 14.4% 30 6.67%
ATWA
5841
Arbor Trust Wealth Advisors
Michigan
$248M +$20.4M +9% 13.3% 63.8% 102 17.65%
SFG
5842
Seamount Financial Group
Colorado
$248M +$26.1M +12% 13.3% 146 10.96%
RF
5843
RHS Financial
California
$248M +$36.8M +17% 10.6% 57.8% 178 25.28%
DCM
5844
Dilation Capital Management
New York
$248M +$48.7M +24% 67.3% 28 57.14%
CCP
5845
Cunning Capital Partners
North Carolina
$248M +$51.2M +26% 41.1% 268% 56 1.79%
TBBL
5846
True Blue (BVI) Ltd
$248M +$44.7M +22% 22.1% 3 0%
LCG
5847
Lynx Capital Group
Ohio
$248M +$32.7M +15% 7.92% 95 16.84%
GWM
5848
GoalFusion Wealth Management
Texas
$248M +$27.2M +12% 10.1% 43.6% 35 22.86%
WJS
5849
William John Sempolinski
Massachusetts
$248M +$48.5M +24% 19.7% 110 19.09%
EF
5850
Elite Financial
Idaho
$248M +$24.5M +11% 12.7% 56 5.36%