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
SWA
4726
ShankerValleau Wealth Advisors
Illinois
$234M +$16.3M +7% 26
RCM
4727
Rivermont Capital Management
New York
$234M -$39.2M -14% 23
LCC
4728
Lincoln Capital Corp
Rhode Island
$234M +$4.89M +2% 87
SCM
4729
Stonehearth Capital Management
Massachusetts
$234M +$12.6M +6% 85
FCM
4730
Forager Capital Management
Alabama
$234M -$25.5M -10% 14
SGA
4731
Siguler Guff Advisers
New York
$233M -$17.5M -7% 6
NFG
4732
Northeast Financial Group
Pennsylvania
$233M +$7.38M +3% 78
MA
4733
Mezzasalma Advisors
New Jersey
$233M +$21.7M +10% 111
IFPG
4734
Intrepid Financial Planning Group
Indiana
$233M +$1.59M +0.7% 136
GCM
4735
Gunderson Capital Management
South Carolina
$233M +$17.7M +8% 53
PP
4736
Pacifica Partners
Canada
$233M +$7.32M +3% 575
AFG
4737
American Financial Group
Ohio
$233M -$33.2M -12% 72
RS
4738
Rakuten Securities
Japan
$233M +$4.51M +2% 795
DS
4739
Dalal Street
Texas
$233M +$17.1M +8% 4
WMR
4740
Wealth Management Resources
Rhode Island
$233M +$1.38M +0.6% 40
CCM
4741
Campbell Capital Management
Florida
$233M +$5.84M +3% 65
FFG
4742
Fortem Financial Group
California
$233M +$4.76M +2% 175
ACM
4743
Arvin Capital Management
Texas
$233M +$16M +7% 29
BIG
4744
Brooklyn Investment Group
New York
$232M $0 0% 229
GBI
4745
GP Brinson Investments
Illinois
$232M -$1.69M -0.7% 16
TPC
4746
Takeda Pharmaceutical Company
Japan
$232M -$56.7M -20% 15
C1AG
4747
Client 1st Advisory Group
Florida
$232M +$9.59M +4% 119
HIC
4748
Harbor Island Capital
Massachusetts
$232M +$13.9M +6% 15
PCR
4749
Potrero Capital Research
California
$232M +$71.1M +44% 34
NOI
4750
Newton One Investments
Delaware
$232M +$4.56M +2% 116