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
SC
3751
Scholtz & Company
Connecticut
$283M -$9.71M -3% 80
PIA
3752
Perennial Investment Advisors
California
$283M +$8.45M +3% 232
OWM
3753
Opes Wealth Management
California
$283M +$12.4M +5% 96
KDIA
3754
KPCB DGF II Associates
California
$283M +$6.2M +2% 4
CYG
3755
Clean Yield Group
Vermont
$283M +$13.1M +5% 504
BHWA
3756
Beacon Harbor Wealth Advisors
Virginia
$282M +$3.48M +1% 79
CAWM
3757
Capital Advisors Wealth Management
Washington
$282M +$12.2M +5% 106
SM
3758
SG3 Management
Puerto Rico
$282M +$47.3M +20% 793
DFCM
3759
Dark Forest Capital Management
Puerto Rico
$282M +$51.1M +22% 1,669
RAM
3760
Roanoke Asset Management
New Jersey
$282M -$6.32M -2% 116
FCMI
3761
Foresite Capital Management II
California
$281M -$90.3M -24% 4
HWMA
3762
Heritage Wealth Management (Arizona)
Arizona
$281M +$17.3M +7% 940
ICM
3763
Invenomic Capital Management
Massachusetts
$281M +$55.9M +25% 152
IWP
3764
IAG Wealth Partners
Wisconsin
$281M +$2.45M +0.9% 404
ACP
3765
Acuta Capital Partners
California
$281M +$47.4M +20% 52
EA
3766
Evergreen Advisors
Tennessee
$281M +$50.4M +22% 15
MKC
3767
M. Kraus & Co
Vermont
$281M +$2.85M +1% 78
PCA
3768
Peddock Capital Advisors
Massachusetts
$281M -$5.34M -2% 145
EIA
3769
Eldridge Investment Advisors
New Hampshire
$281M +$4.46M +2% 123
PA
3770
Prism Advisors
California
$281M -$7.03M -2% 56
TWMP
3771
Taylor Wealth Management Partners
Massachusetts
$280M -$3.27M -1% 74
LWM
3772
Liberty Wealth Management
California
$280M +$23.1M +9% 1,261
HLCM
3773
Hi-Line Capital Management
South Dakota
$280M +$17M +6% 28
SG
3774
Sourcerock Group
Colorado
$280M +$27.3M +11% 19
CWM
3775
Chesapeake Wealth Management
Virginia
$280M -$28.7M -9% 223