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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
SCVTA
7601
Santa Clara Valley Transportation Authority
California
$119M -$298K -0.3% 0.27% 4 0%
UOWF
7602
University of Wisconsin Foundation
Wisconsin
$119M +$847K +0.7% 3% 142% 11 45.45%
IW
7603
Integrated Wealthcare
North Carolina
$119M 1.86% 28
EWP
7604
Evergreen Wealth Partners
Montana
$119M 0.93% 79
WHCFA
7605
William Howard & Co Financial Advisors
Tennessee
$119M +$1.12M +1% 1.18% 57 1.75%
CWM
7606
C2C Wealth Management
Arizona
$119M +$2.12M +2% 2.04% 63.2% 89 7.87%
CM
7607
CM Management
Florida
$119M -$1.32M -1% 10.3% 141% 71 21.13%
SPCM
7608
Stoic Point Capital Management
California
$119M 3.88% 64
TIP
7609
Tandem Investment Partners
New Jersey
$119M -$3.13M -3% 2.03% 71 4.23%
SCFS
7610
Stewardship Concepts Financial Services
Washington
$119M 2.13% 53
PRTG
7611
Post Resch Tallon Group
New York
$118M +$5.39M +5% 0.98% 118 15.25%
HFA
7612
Hershey Financial Advisers
Pennsylvania
$118M +$1.63M +1% 5.41% 113 63.72%
CWD
7613
Clarity Wealth Development
Oregon
$118M +$7.43M +7% 1.92% 45 0%
SAM
7614
Sherman Asset Management
California
$118M +$2.18M +2% 2.89% 148 6.08%
CP
7615
Clarendon Private
Massachusetts
$118M +$7.71M +7% 2.47% 108 11.11%
CCA
7616
Cruiser Capital Advisors
Connecticut
$118M +$17.8M +18% 6.54% 131% 66 31.82%
AAM
7617
American Asset Management
Florida
$118M +$6.51M +6% 2.36% 42.5% 39 33.33%
FF
7618
Fortitude Financial
Washington
$118M -$3.73M -3% 1.93% 57 73.68%
LGG
7619
Luts & Greenleigh Group
Maryland
$118M +$6.29M +6% 3.07% 90 11.11%
AC
7620
Agman Capital
Nebraska
$118M 12.6% 19
PLC
7621
Peapod Lane Capital
New York
$118M +$5.73M +5% 18.7% 61 9.84%
FFG
7622
First Financial Group
North Carolina
$118M +$2.15M +2% 1.11% 77 10.39%
DFP
7623
Donalies Financial Planning
District of Columbia
$117M 2.68% 70
BCM
7624
Bond Capital Management
California
$117M -$89.2M -43% 25.8% 28.9% 6 50%
MIA
7625
MeadowBrook Investment Advisors
Michigan
$117M +$846K +0.7% 1.63% 196 5.61%