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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)
SIM
6301
Spark Investment Management
New York
$104M -$35.3M -25% 16.8% 459% 30 13.33% 1.2
CCM
6302
Crew Capital Management
Ohio
$104M -$14.4M -12% 4.35% 104% 120 13.33% 0.8
D
6303
Dentgroup
Louisiana
$104M -$2.25M -2% 2.82% 53.6% 91 17.58% 0.2
SWAG
6304
Spectrum Wealth Advisory Group
California
$104M -$8.59M -8% 6.12% 67.9% 50 10% 1.9
NWMG
6305
National Wealth Management Group
Ohio
$104M -$3.1M -3% 0.33% 123% 139 32.37% 0.2
EBWM
6306
Eagle Bluffs Wealth Management
Missouri
$104M +$7.87M +8% 8.2% 95.3% 69 18.84% 0.2
SC
6307
Settian Capital
New York
$104M -$12M -10% 0.95% 62.5% 40 42.5% 0.2
PWA
6308
Pillar Wealth Advisors
Pennsylvania
$104M -$1.51M -1% 4.4% 21.9% 58 5.17% 0.3
DSCM
6309
Del-Sette Capital Management
New York
$103M -$627K -0.6% 1.73% 108% 36 44.44% 0.2
CGA
6310
Channing Global Advisors
Florida
$103M -$2.05M -2% 1.91% 131% 43 11.63% 0.2
TWM
6311
Trevian Wealth Management
Massachusetts
$103M -$953K -0.9% 6.05% 94.1% 45 20% 0.2
TMC
6312
TVL Management Corporation
California
$103M -$57M -36% 28.6% – 3 33.33% 0.3
JC
6313
JCSD Capital
California
$103M -$1.6M -2% 3.8% – 79 17.72% 1.3
FCC
6314
Florin Court Capital
United Kingdom
$103M -$55.8M -35% 2.19% 108% 36 38.89% 0.8
EWS
6315
Evergreen Wealth Solutions
Pennsylvania
$103M -$7.17M -6% 4.18% 70.9% 99 10.1% 0.2
RAM
6316
RK Asset Management
Michigan
$103M -$10.2M -9% 4.4% 47.6% 22 9.09% 3.2
MVA
6317
Mount Vernon Associates
Maryland
$103M -$12.4M -11% 6.93% 119% 56 7.14% 6.1
ACM
6318
Arrow Capital Management
New York
$103M -$57.9M -36% 12.9% – 10 30% 3.2
GBA
6319
Garrison Bradford & Associates
New York
$103M -$8.56M -8% 1.85% 63.5% 58 10.34% 4.1
ROC
6320
River Oaks Capital
Minnesota
$103M -$5.15M -5% 2.64% – 56 7.14% 2.8
Simplicity Wealth
6321
Simplicity Wealth
New Jersey
$103M -$82.6M -45% 5.18% 74.5% 72 25% 0.2
GCM
6322
GuideStone Capital Management
Texas
$103M -$1.74M -2% 1.67% 49.2% 1 0% 2.3
SPWG
6323
Sage Private Wealth Group
Illinois
$103M +$22.4M +28% 7.29% 67.4% 185 9.19% 1.1
IFS
6324
Intelligent Financial Strategies
Minnesota
$103M -$8.59M -8% 2.8% 60.6% 117 10.26% 0.2
RK
6325
Rather & Kittrell
Tennessee
$103M -$11.1M -10% 3.61% 41.1% 337 81.9% 0.3