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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
VF
7101
Visa Foundation
California
$129M -$4.27M -3% 11.9% 48.5% 1 0%
MC
7102
Marest Capital
California
$129M +$8.15M +7% 12.3% 30 56.67%
7CM
7103
7G Capital Management
New York
$129M +$11.8M +10% 13% 137% 8 12.5%
DWA
7104
Delos Wealth Advisors
Texas
$128M +$2.11M +2% 6.3% 58% 262 79.01%
DC
7105
Dahring Cusmano
Michigan
$128M +$12.2M +11% 8.09% 56 3.57%
DI
7106
Disciplined Investors
Texas
$128M +$17.5M +16% 11% 123 8.13%
SMAM
7107
Sugar Maple Asset Management
Wisconsin
$128M +$1.24M +1% 4.33% 85 32.94%
USWG
7108
U.S. Wealth Group
New York
$128M +$2.07M +2% 10.2% 42 7.14%
USWIA
7109
UP Strategic Wealth Investment Advisors
Pennsylvania
$128M +$15.8M +14% 12.6% 101 20.79%
SF
7110
Strategent Financial
Virginia
$128M +$17.7M +16% 7.9% 35 5.71%
TM
7111
TFJ Management
Massachusetts
$128M +$22.5M +21% 20.3% 14 14.29%
PFG
7112
Pacific Financial Group
Washington
$128M +$4.2M +3% 9.24% 61.1% 64 18.75%
HFS
7113
Hopwood Financial Services
Virginia
$128M -$1.61M -1% 8.31% 313 9.27%
AAA
7114
American Alpha Advisors
New York
$128M +$8.58M +7% 10.2% 105 36.19%
ACM
7115
Aryeh Capital Management
Ontario, Canada
$128M -$12.3M -9% 1.19% 87.7% 15 33.33%
TA
7116
Tiptree Advisors
New York
$128M +$6.83M +6% 17.4% 30 53.33%
BWA
7117
Blodgett Wealth Advisors
California
$128M +$10.3M +9% 16.9% 124% 64 9.38%
GSWA
7118
Good Steward Wealth Advisors
Tennessee
$128M +$17.7M +16% 4.63% 134 35.07%
CAM
7119
Clio Asset Management
Virginia
$128M +$1.81M +1% 6.6% 70% 15 6.67%
HGP
7120
Haven Global Partners
Georgia
$127M +$32M +34% 14.5% 10 0%
FC
7121
Farley Capital
New York
$127M +$19.5M +18% 13.2% 105% 18 16.67%
BRIA
7122
Balanced Rock Investment Advisors
Massachusetts
$127M +$2M +2% 6.91% 99 13.13%
PHIC
7123
Pine Haven Investment Counsel
Massachusetts
$127M +$8.13M +7% 9.51% 72.1% 116 6.9%
S
7124
Steadtrust
Texas
$127M 9.8% 115
BC
7125
Barnett & Company
Tennessee
$127M +$7.48M +6% 3.17% 65.9% 86 16.28%