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
SFS
6401
Sharp Financial Services
Pennsylvania
$132M +$2.22M +2% 106
CWA
6402
Clearview Wealth Advisors
Oregon
$132M +$1.8M +1% 99
OCA
6403
OEP Capital Advisors
New York
$132M -$23.6M -15% 1
MCM
6404
Moon Capital Management
New York
$132M -$6.66M -5% 25
SWM
6405
Schwallier Wealth Management
Michigan
$131M -$8.33M -6% 38
SMAM
6406
Sugar Maple Asset Management
Wisconsin
$131M +$16.3M +14% 479
RWM
6407
Refined Wealth Management
Utah
$131M +$1.69M +1% 28
BMCM
6408
Black Maple Capital Management
Wisconsin
$131M -$1.41M -1% 108
CCA
6409
Cravens & Co Advisors
Tennessee
$131M +$1.84M +1% 67
TNAM
6410
Terra Nova Asset Management
New York
$131M -$3.42M -3% 87
CRIG
6411
Charter Research & Investment Group
Connecticut
$131M -$4.31M -3% 84
TC
6412
Teilinger Capital
Texas
$131M -$35.6M -21% 15
PWA
6413
Primoris Wealth Advisors
Florida
$131M -$6.47M -5% 110
CG
6414
Clifford Group
Massachusetts
$131M +$2.6M +2% 78
TC
6415
Taika Capital
Florida
$131M -$1.56M -1% 100
LOIP
6416
Live Oak Investment Partners
Texas
$131M +$2.44M +2% 300
MCM
6417
MontVue Capital Management
Virginia
$131M +$866K +0.7% 61
LPFG
6418
Landing Point Financial Group
Ohio
$131M 69
LAM
6419
Lewis Asset Management
California
$131M -$6.07M -4% 139
BPFA
6420
Barnes Pettey Financial Advisors
Mississippi
$131M +$5.61M +4% 105
DJFS
6421
Dean Jacobson Financial Services
Texas
$131M -$2.3M -2% 16
MWVC
6422
Morgens Waterfall Vintiadis & Co
New York
$131M +$1.74M +1% 31
MPA
6423
Marvin & Palmer Associates
Delaware
$131M +$11.7M +10% 42
SI
6424
SCP Investment
California
$131M -$6.58M -5% 58
D
6425
Dentgroup
Louisiana
$131M -$2.97M -2% 83