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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
UAML
6351
US Asset Management LLC
Pennsylvania
$94.6M -$3.26M -3% 9.9% 242 49.59%
SIA
6352
Schear Investment Advisers
Ohio
$94.6M +$11M +13% 12.3% 144% 88 12.5%
SWM
6353
Sanctuary Wealth Management
Idaho
$94.5M 8.29% 288
FCC
6354
Founders Circle Capital
California
$94.5M -$13.8M -13% 9.73% 28% 10 10%
TC
6355
Touchstone Capital
Pennsylvania
$94.5M +$3.84M +4% 5.84% 20 20%
SWM
6356
Seed Wealth Management
Illinois
$94.3M +$6M +7% 4.67% 49.1% 147 15.65%
TPCM
6357
Templeton & Phillips Capital Management
Tennessee
$94.2M -$1.27M -1% 6.98% 70.2% 22 9.09%
FWM
6358
FMB Wealth Management
California
$94.2M +$10.4M +12% 5.93% 60.8% 54 5.56%
MVA
6359
Mount Vernon Associates
Maryland
$94.1M +$9.51M +11% 12% 119% 52 5.77%
LIM
6360
Lancaster Investment Management
United Kingdom
$94M -$3.9M -4% 1.49% 18% 4 25%
SC
6361
Sinecera Capital
Texas
$94M +$846K +0.9% 1.2% 13.7% 29 10.34%
LFA
6362
LGT Financial Advisors
Texas
$94M +$40.2M +75% 3.92% 63.3% 215 59.07%
AFP
6363
Alpha Financial Partners
Kentucky
$93.9M +$5M +6% 5.59% 51.3% 104 25.96%
CPWM
6364
Cypress Point Wealth Management
Texas
$93.9M +$22.9M +32% 26.5% 226% 45 20%
LSC
6365
Lesa Sroufe & Co
Washington
$93.7M -$5.24M -5% 2.15% 71 5.63%
PSC
6366
Piper Sandler & Co
Minnesota
$93.6M -$52.4M -36% 0.04% 0.09% 25 32%
TAC
6367
Twenty Acre Capital
Pennsylvania
$93.6M +$5.92M +7% 11.5% 196% 20 25%
CAP
6368
Columbia Advisory Partners
Washington
$93.5M -$12.5M -12% 3.17% 63.7% 65 21.54%
ACM
6369
Alethea Capital Management
Washington
$93.5M -$1.2M -1% 6.54% 200% 72 48.61%
ABLA
6370
Alan B. Lancz & Associates
Ohio
$93.5M -$2.99M -3% 7.08% 184 31.52%
APCM
6371
Arbiter Partners Capital Management
New York
$93.4M -$13.6M -13% 2.94% 329% 51 27.45%
LCAM
6372
Long Corridor Asset Management
Hong Kong
$93.2M +$9.97M +12% 0.16% 58.7% 18 27.78%
CG
6373
Clifford Group
Massachusetts
$93.1M +$10.6M +13% 5.26% 52.9% 72 9.72%
WCG
6374
Wall Capital Group
Arizona
$93.1M +$10.9M +13% 5.91% 29 27.59%
YMRC
6375
Yorktown Management & Research Company
Virginia
$93M +$311K +0.3% 9.6% 223% 218 18.81%