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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)
RI
8126
Ruggiero Investments
Florida
$103M -$7.34M -7% 3.13% – 88 22.73% 0.2
CS
8127
Crescent Sterling
Louisiana
$103M +$5.79M +6% 5.59% 68.6% 83 9.64% 2.4
TBFA
8128
Three Bearings Fiduciary Advisors
New Hampshire
$103M -$3.54M -3% 0.07% – 413 20.82% 0.2
TFP
8129
Townsend Financial Planning
Kentucky
$103M +$3.4M +3% 0.82% – 29 10.34% 0.2
MWM
8130
MY Wealth Management
Maryland
$103M -$11.4M -10% 1.22% 36.1% 38 34.21% 3
DI
8131
Dalton Investments
Nevada
$103M -$31.4M -23% 19.2% 95.1% 21 28.57% 2.9
SAM
8132
SVRN Asset Management
Texas
$103M -$18.1M -15% 0.22% – 43 13.95% 0.3
ABLA
8133
Alan B. Lancz & Associates
Ohio
$103M -$10.8M -9% 1.76% – 141 14.89% 3.1
GWL
8134
Generations Wealth LLC
Ohio
$103M +$5.26M +5% 0.41% – 30 10% 0.2
RC
8135
Rangeley Capital
Connecticut
$103M -$17.5M -15% 3.19% – 169 46.15% 0.4
EFT
8136
Envision Financial Transparency
North Carolina
$103M – – 0.72% – 56 – 0
VCM
8137
Vavra Capital Management
Pennsylvania
$103M +$1.06M +1% 1.24% – 24 4.17% 0.2
1CP
8138
1015 Capital Partners
Pennsylvania
$103M +$1.03M +1% 1.08% – 641 8.58% 0.2
CC
8139
Caspian Capital
New York
$103M -$48.4M -32% 1.37% – 12 33.33% 1.5
SPCM
8140
Stoic Point Capital Management
California
$103M -$15.8M -13% 13.9% – 78 37.18% 0.2
PCM
8141
Park Capital Management
Wisconsin
$103M -$37M -27% 2.2% – 99 43.43% 0.9
OPAM
8142
Olympus Peak Asset Management
Connecticut
$103M -$195M -65% 8.46% – 1 0% 1.5
ES
8143
ETF Store
Kansas
$103M +$4.65M +5% 0.64% 55.8% 104 9.62% 2.7
IMT
8144
Investment Management Trust
Massachusetts
$103M – – 1.18% – 81 – 0
PWM
8145
Platt Wealth Management
California
$103M +$1.69M +2% 2.52% – 50 12% 0.2
VFM
8146
Vision Financial Markets
Connecticut
$102M +$4.49M +5% 1.52% – 440 10.45% 1
CIM
8147
Courant Investment Management
Tennessee
$102M -$8.19M -7% 10.5% 35.2% 7 14.29% 4.1
F8IS
8148
Figure 8 Investment Strategies
Idaho
$102M -$9.92M -9% 0.17% – 64 15.63% 1
RFW
8149
Redwood Family Wealth
Texas
$102M +$633K +0.6% 6.36% – 116 19.83% 0.2
HWA
8150
HighRoad Wealth Advisors
Oregon
$102M -$2.35M -2% 2.26% – 38 10.53% 0.2