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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)
SCM
6226
Saber Capital Management
North Carolina
$109M -$17.8M -14% 18.1% – 16 31.25% 0.2
UAML
6227
US Asset Management LLC
Pennsylvania
$109M +$4.12M +4% 2.69% – 250 48.8% 0.3
RWIA
6228
Roger Wittlin Investment Advisory
California
$109M -$18.7M -15% 5.94% 54.1% 30 33.33% 0.2
CWM
6229
ClientFirst Wealth Management
Arkansas
$109M -$2.81M -3% 4.57% – 30 0% 0.3
SC
6230
Shearwater Capital
Colorado
$109M -$7.55M -7% 6.59% 74.4% 38 2.63% 0.2
LG
6231
Lane Generational
Massachusetts
$109M -$7.67M -7% 9.85% 148% 38 18.42% 0.2
BW
6232
Basepoint Wealth
Iowa
$108M +$6.4M +6% 9.23% 113% 87 19.54% 0.2
ETM
6233
Euclidean Technologies Management
Washington
$108M -$11.3M -9% 6.9% 124% 102 30.39% 1.1
DC
6234
Darrow Company
Massachusetts
$108M -$5.15M -5% 4.58% 41.1% 26 7.69% 0.3
AWM
6235
Avaii Wealth Management
Wisconsin
$108M +$8.42M +8% 2.73% 100% 142 52.11% 0.2
TA
6236
TCM Advisors
West Virginia
$108M -$5.12M -5% 3.15% 56.1% 57 98.25% 0
CSI
6237
Cross Staff Investments
New York
$108M -$3.82M -3% 1.63% 81.2% 128 7.81% 0.2
CCI
6238
Credit Capital Investments
New Jersey
$108M +$4.95M +5% 2.04% 481% 78 64.1% 0.7
MWM
6239
MY Wealth Management
Maryland
$108M -$5.81M -5% 6.38% 36.1% 30 23.33% 0.2
RFN
6240
Redwood Financial Network
Ohio
$108M – – 4.62% 74.1% 153 – 0
HI
6241
Harper Investing
California
$108M – – 5.25% 53.4% 50 – 0
PCMU
6242
Paragon Capital Management (Utah)
Utah
$108M -$9.23M -8% 4.87% 72.3% 82 35.37% 0.2
JCG
6243
John C. Goff
$108M +$22.1M +26% 29.4% – 25 44% 0.2
VCIM
6244
Velan Capital Investment Management
Georgia
$108M -$21.1M -16% 9.6% 2,395% 31 38.71% 0.2
LCM
6245
Lynx1 Capital Management
Puerto Rico
$108M -$6.91M -6% 24.4% 883% 14 28.57% 0.2
CG
6246
Corundum Group
Colorado
$108M -$46M -30% 4.38% 80.5% 114 21.93% 2.9
TNAM
6247
Terra Nova Asset Management
New York
$108M -$25.9M -19% 5.69% 172% 99 24.24% 2.2
PIC
6248
Platt Investment Counsel
Florida
$108M -$9.69M -8% 6.77% 62.9% 15 6.67% 1.1
ICVCFVA
6249
IDG China Venture Capital Fund V Associates
Hong Kong
$108M -$127M -54% 54.1% 7.34% 1 0% 0.3
PWA
6250
Primoris Wealth Advisors
Florida
$107M -$16.8M -14% 0.89% 182% 94 26.6% 0.2