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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
Settian Capital
New York
$118M -$2.1M -2% 0.94% 54.6% 39 15.38%
RWIA
5827
Roger Wittlin Investment Advisory
California
$118M -$5.55M -4% 3.55% 54.1% 42 7.14%
AC
5828
Avory & Company
Florida
$118M -$13.5M -10% 2.73% 61.6% 38 31.58%
WFA
5829
WMG Financial Advisors
Tennessee
$118M -$18.1M -13% 3.34% 68% 127 25.2%
RCM
5830
Regency Capital Management
Hawaii
$118M +$2.7M +2% 1.06% 82.1% 51 25.49%
TP
5831
Teca Partners
Texas
$118M +$20.1M +21% 0.16% 86.3% 19 31.58%
BC
5832
Birchview Capital
Vermont
$118M -$15.7M -12% 7.91% 233% 54 5.56%
RWM
5833
Revisor Wealth Management
Ohio
$118M +$6.25M +6% 3.31% 62.8% 180 26.67%
LC
5834
Littlejohn & Co
Connecticut
$118M -$25.9M -18% 8.94% 43.7% 56 28.57%
CP
5835
Clayton Partners
California
$118M +$1.93M +2% 0.78% 99% 42 26.19%
MSA
5836
McAlister Sweet & Associates
Texas
$118M +$1.4M +1% 1.87% 75.8% 40 30%
YWS
5837
Yarger Wealth Strategies
Ohio
$118M +$6.3M +6% 1.4% 55.1% 64 14.06%
VCM
5838
VeriStar Capital Management
New York
$117M -$2.38M -2% 3.42% 41% 12 16.67%
WCBA
5839
Weaver C. Barksdale & Associates
Tennessee
$117M +$16.2M +16% 2.41% 40.1% 63 3.17%
DWM
5840
Defined Wealth Management
Oregon
$117M -$1.28M -1% 3.53% 54.4% 100 3%
LFA
5841
Legend Financial Advisors
Pennsylvania
$117M -$2.62M -2% 1.5% 117% 214 15.42%
MC
5842
Mayar Capital
United Kingdom
$117M -$6.69M -5% 5.44% 14.7% 14 14.29%
CGH
5843
CMG Global Holdings
Texas
$117M -$5.13M -4% 3.44% 64.7% 87 6.9%
WCM
5844
W Capital Management
New York
$117M +$13.3M +13% 17.5% 4 0%
MCA
5845
Millennium Capital Advisors
Arkansas
$117M -$4.4M -4% 3.51% 101% 110 6.36%
PCMU
5846
Paragon Capital Management (Utah)
Utah
$117M -$1.32M -1% 0.8% 69.4% 82 35.37%
PIP
5847
PB Investment Partners
California
$117M +$229K +0.2% 7.72% 73.3% 10 10%
SAMC
5848
Spectrum Asset Management (Connecticut)
Connecticut
$117M -$4M -3% 3.52% 2.29% 7 0%
OPPS
5849
Obsidian Personal Planning Solutions
Maryland
$117M +$35.9M +44% 2.84% 58.2% 83 22.89%
VBWMG
5850
Von Berge Wealth Management Group
California
$117M -$3.67M -3% 3.59% 60.5% 62 8.06%