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
SWM
6401
Schwallier Wealth Management
Michigan
$131M -$8.33M -6% 38
SMAM
6402
Sugar Maple Asset Management
Wisconsin
$131M +$16.3M +14% 479
RWM
6403
Refined Wealth Management
Utah
$131M +$1.69M +1% 28
BMCM
6404
Black Maple Capital Management
Wisconsin
$131M -$1.41M -1% 108
CCA
6405
Cravens & Co Advisors
Tennessee
$131M +$1.84M +1% 67
TNAM
6406
Terra Nova Asset Management
New York
$131M -$3.42M -3% 87
CRIG
6407
Charter Research & Investment Group
Connecticut
$131M -$4.31M -3% 84
TC
6408
Teilinger Capital
Texas
$131M -$35.6M -21% 15
PWA
6409
Primoris Wealth Advisors
Florida
$131M -$6.47M -5% 110
CG
6410
Clifford Group
Massachusetts
$131M +$2.6M +2% 78
TC
6411
Taika Capital
Florida
$131M -$1.56M -1% 100
LOIP
6412
Live Oak Investment Partners
Texas
$131M +$2.44M +2% 300
MCM
6413
MontVue Capital Management
Virginia
$131M +$866K +0.7% 61
LPFG
6414
Landing Point Financial Group
Ohio
$131M 69
LAM
6415
Lewis Asset Management
California
$131M -$6.07M -4% 139
BPFA
6416
Barnes Pettey Financial Advisors
Mississippi
$131M +$5.61M +4% 105
DJFS
6417
Dean Jacobson Financial Services
Texas
$131M -$2.3M -2% 16
MWVC
6418
Morgens Waterfall Vintiadis & Co
New York
$131M +$1.74M +1% 31
MPA
6419
Marvin & Palmer Associates
Delaware
$131M +$11.7M +10% 42
SI
6420
SCP Investment
California
$131M -$6.58M -5% 58
D
6421
Dentgroup
Louisiana
$131M -$2.97M -2% 83
TC
6422
Travelers Companies
Minnesota
$131M +$136K +0.1% 4
CFSG
6423
Clark Financial Services Group
Missouri
$131M +$20.9M +19% 87
PAG
6424
Paladin Advisory Group
Iowa
$131M -$4.97M -4% 241
CFG
6425
Copley Financial Group
California
$131M +$20.5M +19% 221