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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)
CWA
6401
Clearview Wealth Advisors
Oregon
$98.4M -$269K -0.3% 2.77% 45.2% 745 18.26% 1.7
Atlantic Private Wealth
6402
Atlantic Private Wealth
North Carolina
$98.3M +$3.18M +3% 5.53% 55.7% 118 29.66% 0.5
ASA
6403
Armstrong Shaw Associates
Connecticut
$98.3M -$3.58M -4% 8.62% 51.2% 47 4.26% 5.7
Fortune 45 LLC
6404
Fortune 45 LLC
Louisiana
$98.1M -$1.21M -1% 9.12% 85.2% 38 26.32% 1.1
LCM
6405
Linker Capital Management
Kentucky
$97.9M +$6.7M +7% 6.54% – 40 5% 1.4
CCP
6406
Crocodile Capital Partners
Germany
$97.8M -$50M -34% 7.61% 126% 7 28.57% 0.4
Cruiser Capital Advisors
6407
Cruiser Capital Advisors
Connecticut
$97.7M -$16.6M -15% 3.12% 192% 78 41.03% 1.5
Pacific Wealth Strategies Group
6408
Pacific Wealth Strategies Group
California
$97.7M +$10.1M +12% 10.5% 75.5% 50 6% 3.8
Members Capital Advisors Inc
6409
Members Capital Advisors Inc
Wisconsin
$97.7M -$40.7M -29% 0.91% – 72 5.56% 2.4
Triatomic Management
6410
Triatomic Management
California
$97.6M -$51M -34% 12.7% – 77 61.04% 0.5
Teca Partners
6411
Teca Partners
Texas
$97.6M +$14.5M +17% 8.41% 66% 16 18.75% 0.8
Saltoro Capital
6412
Saltoro Capital
Texas
$97.5M -$63.8M -40% 10% 130% 84 76.19% 0.4
University of Maryland Foundation
6413
University of Maryland Foundation
Maryland
$97.5M +$5.83M +6% 6.44% 51.2% 6 0% 3
PCM
6414
Potomac Capital Management
New York
$97.5M +$2.03M +2% 0.33% – 69 24.64% 1.5
Mayo Clinic
6415
Mayo Clinic
Minnesota
$97.4M -$24.4M -20% 8.09% – 13 15.38% 2.2
Ulland Investment Advisors
6416
Ulland Investment Advisors
Minnesota
$97.4M +$12.3M +14% 8.95% 161% 228 10.96% 1.3
Aldebaran Capital
6417
Aldebaran Capital
Indiana
$97.4M -$560K -0.6% 2.89% 80.4% 35 8.57% 0.5
RP Management
6418
RP Management
New York
$97.3M +$25.1M +35% 49.9% 208% 3 0% 2.2
Palladiem
6419
Palladiem
Pennsylvania
$97.2M +$3.41M +4% 2.12% – 62 14.52% 2.1
Insight Inv LLC
6420
Insight Inv LLC
California
$97.2M +$4.45M +5% 5.21% 136% 88 0% 1.4
Private Wealth Group
6421
Private Wealth Group
Florida
$97.2M +$24.5M +34% 3.86% 52.9% 52 3.85% 2.6
Starfox Financial Services
6422
Starfox Financial Services
Texas
$97.1M +$880K +0.9% 2.7% – 24 4.17% 1.2
CWMGP
6423
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$96.9M +$6.69M +7% 5.11% 75.9% 62 17.74% 1.2
Marks Wealth
6424
Marks Wealth
Maryland
$96.8M +$85.7M +768% 1.26% 169% 8 25% 1.6
Lauer Wealth
6425
Lauer Wealth
Indiana
$96.7M +$16.7M +21% 5.51% 89.4% 53 37.74% 0.2