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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
Q1WB
7476
Quest 10 Wealth Builders
Virginia
$103M +$9.31M +10% 8.33% 814 8.6%
RF
7477
Roxbury Financial
New Jersey
$103M +$430K +0.4% 8.65% 380 12.89%
GC
7478
Gratia Capital
California
$103M -$19.8M -16% 2.89% 43% 32 37.5%
SWTS
7479
Stonehaven Wealth & Tax Solutions
Wisconsin
$102M +$7.79M +8% 5.68% 81 13.58%
SF
7480
Schaeffer Financial
Maryland
$102M +$11.8M +13% 5.81% 18 16.67%
FFG
7481
First Financial Group
North Carolina
$102M +$14.1M +16% 9.3% 75 14.67%
F8IS
7482
Figure 8 Investment Strategies
Idaho
$102M +$6.87M +7% 12.5% 58 10.34%
BCP
7483
Breakout Capital Partners
New York
$102M -$7.03M -6% 7.1% 8 37.5%
TBNY
7484
Trustco Bank (New York)
New York
$102M +$9.85M +11% 11.6% 84.3% 69 7.25%
KSB
7485
Kennebec Savings Bank
Maine
$102M +$7.53M +8% 9.14% 278 11.15%
MA
7486
Marquette Associates
Illinois
$102M +$2.04M +2% 8.22% 41 17.07%
SCM
7487
Stonepine Capital Management
Oregon
$102M -$835K -0.8% 8.59% 199% 87 56.32%
8GI
7488
8VC GP I
Texas
$102M +$43.2M +74% 74.7% 2 0%
CDWM
7489
Campbell Deegan Wealth Management
Virginia
$102M +$14.6M +17% 6.41% 47 19.15%
PAYA
7490
Phil A. Younker & Associates
Alaska
$101M -$153K -0.2% 4.96% 30 3.33%
AC
7491
Aldebaran Capital
Indiana
$101M -$4.39M -4% 1.92% 72.5% 42 21.43%
CIM
7492
CenturyLink Investment Management
Colorado
$101M 10.5% 1
VCIM
7493
Velan Capital Investment Management
Georgia
$101M +$4.03M +4% 15.2% 2,525% 57 29.82%
PCMN
7494
Paradigm Capital Management (Nevada)
Nevada
$101M +$3.33M +3% 2.4% 61 11.48%
GAM
7495
Gritstone Asset Management
Maryland
$101M +$5.81M +6% 8.37% 146 56.85%
BI
7496
Bolthouse Investments
California
$101M +$5.06M +5% 11.3% 77 10.39%
LC
7497
Luminist Capital
Michigan
$101M +$8.01M +9% 6.45% 374 39.3%
CCM
7498
Cobler Capital Management
Kansas
$101M 0.25% 45
VCWA
7499
Vanguard Capital Wealth Advisors
Colorado
$101M +$19M +23% 17.2% 225% 138 34.78%
SCGDR
7500
Sharp Capital Gestora de Recursos
Brazil
$101M +$54.1M +116% 38.6% 201% 6 33.33%