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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)
SL
6551
SFM LLC
New Hampshire
$133M +$652K +0.5% 4.83% 67.5% 55 0% 0.7
MPCA
6552
Madison Park Capital Advisors
Washington
$133M +$13.7M +11% 6.3% – 82 17.07% 0.6
DJFS
6553
Dean Jacobson Financial Services
Texas
$133M +$9.32M +8% 8.69% 55.7% 17 35.29% 1
WH
6554
Wallace Hart
Kentucky
$133M +$4.63M +4% 4.37% – 33 33.33% 0.4
GCM
6555
GeoSphere Capital Management
Florida
$133M -$69.2M -34% 1.79% 446% 49 65.31% 0.4
SFG
6556
Seamount Financial Group
Colorado
$133M +$10.4M +8% 6.62% – 93 7.53% 0.7
SCM
6557
Stadium Capital Management
Connecticut
$133M +$42.1M +46% 38.7% 10.9% 12 33.33% 1.2
HFS
6558
Hoge Financial Services
Pennsylvania
$133M +$10.7M +9% 5.35% – 55 12.73% 0.6
TC
6559
Taika Capital
Florida
$133M +$5.92M +5% 5.62% 68.3% 66 75.76% 0.4
SKK
6560
Shepherd Kaplan Krochuk
Massachusetts
$133M +$5.94M +5% 6.86% 38.5% 60 13.33% 2.8
XI
6561
XXEC Inc
Oklahoma
$132M +$2.85M +2% 5.6% 19.3% 23 13.04% 2.5
AUIM
6562
Aegon USA Investment Management
Iowa
$132M +$6.78M +5% 5.1% 39.9% 43 27.91% 1.9
CBOR
6563
Community Bank of Raymore
Missouri
$132M +$3.58M +3% 9.53% 89.6% 78 6.41% 4.9
APW
6564
Atlantic Private Wealth
North Carolina
$132M +$9.38M +8% 4.51% 55.7% 190 44.21% 0.9
WFS
6565
Widmann Financial Services
Maryland
$132M +$9.15M +7% 8.83% 75.2% 137 28.47% 2.2
HM
6566
HCC Manager
Illinois
$132M -$42.9M -25% 16.7% – 2 0% 0.5
KA
6567
Keene & Associates
Texas
$132M +$9.36M +8% 8.63% 20.3% 80 8.75% 2.1
AWM
6568
Able Wealth Management
New Jersey
$132M +$10.4M +9% 4.47% 58.3% 95 20% 0.6
ACM
6569
Aquilo Capital Management
California
$132M +$28.1M +27% 1.36% 6.84% 14 7.14% 1.9
AI
6570
Axecap Investments
Ohio
$132M – – 10.6% – 74 – 0
SIM
6571
Sterling Investment Management
Arizona
$132M +$212K +0.2% 8.06% 45.3% 61 11.48% 4.7
FWMM
6572
Foundation Wealth Management (Missouri)
Missouri
$132M +$4.19M +3% 6.1% 64% 49 20.41% 1.3
PM
6573
Plustick Management
Virginia
$132M +$20.9M +19% 39.4% 1,667% 25 40% 1
NFA
6574
Northern Financial Advisors
Michigan
$132M +$7.08M +6% 9.67% 109% 107 6.54% 1.6
WWS
6575
Wellington Wealth Strategies
Indiana
$132M +$108M +453% 6.2% – 105 86.67% 0.2