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
SRC
3626
Sage Rhino Capital
California
$207M +$17.4M +9% 174
EA
3627
Ecofin Advisors
United Kingdom
$207M +$24.2M +13% 36
SWA
3628
Sutton Wealth Advisors
Florida
$207M +$15.6M +8% 1,266
CCP
3629
Clifford Capital Partners
Utah
$207M +$12.9M +7% 35
MWPCG
3630
Measured Wealth Private Client Group
New Hampshire
$207M +$35.3M +21% 151
MAMNY
3631
Marathon Asset Management (New York)
New York
$207M -$56.6M -21% 9
CP
3632
Covenant Partners
Tennessee
$207M -$8.93M -4% 211
AA
3633
AlphaCentric Advisors
Puerto Rico
$207M +$29.2M +16% 181
ODG
3634
O'Dell Group
Ohio
$206M +$15.5M +8% 25
MIC
3635
Meridian Investment Counsel
California
$206M +$10.4M +5% 190
IRC
3636
Investors Research Corp
Georgia
$206M +$6.77M +3% 1,169
TAS
3637
TIFF Advisory Services
Pennsylvania
$206M +$23.7M +13% 18
SM
3638
SG3 Management
Puerto Rico
$206M +$51.7M +34% 673
SWMG
3639
Strategic Wealth Management Group
Maryland
$206M +$36.3M +21% 128
ATFA
3640
All Terrain Financial Advisors
Minnesota
$206M +$24.2M +13% 70
FVCM
3641
F&V Capital Management
Florida
$206M +$8.11M +4% 64
CPA
3642
Cowen Prime Advisors
New York
$205M +$29.8M +17% 216
MCM
3643
Moerus Capital Management
New York
$205M +$25.5M +14% 13
AC
3644
Athos Capital
Hong Kong
$205M +$58.7M +40% 56
BHWA
3645
Beacon Harbor Wealth Advisors
Virginia
$205M +$30.9M +18% 59
WCM
3646
Weik Capital Management
Pennsylvania
$205M +$19.5M +11% 110
HCM
3647
Hudson Capital Management
New Jersey
$205M +$16.6M +9% 81
CMI
3648
Clare Market Investments
Texas
$204M +$36.9M +22% 126
LPIC
3649
LeJeune Puetz Investment Counsel
Michigan
$204M +$13.2M +7% 173
CWM
3650
Confluence Wealth Management
Oregon
$204M -$7.83M -4% 124