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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
CPA
2826
Capital Planning Advisors
California
$584M +$15M +3% 2.34% 64.2% 145 8.28%
EC
2827
Engaged Capital
California
$584M -$33.2M -5% 1.28% 26.2% 12 8.33%
VCM
2828
Virtue Capital Management
Tennessee
$584M +$27.2M +5% 2.51% 91% 425 22.12%
AMCI
2829
Al Mehwar Commercial Investments
United Arab Emirates
$583M +$52.6M +10% 9.91% 1 0%
TAM
2830
Third Avenue Management
New York
$583M -$43.7M -7% 4.41% 113% 60 5%
MSWMA
2831
Market Street Wealth Management Advisors
Indiana
$583M +$13.4M +2% 1.22% 39.6% 93 2.15%
RFA
2832
Rollins Financial Advisors
New York
$582M +$51.4M +10% 9.55% 129 10.85%
DS
2833
Dudley & Shanley
Florida
$582M -$10.7M -2% 0.22% 57% 37 5.41%
NCM
2834
Northside Capital Management
Oregon
$582M +$21M +4% 3.08% 94.8% 116 2.59%
LOPW
2835
Live Oak Private Wealth
North Carolina
$582M +$3.88M +0.7% 0.05% 65% 176 5.11%
CCM
2836
Cohen Capital Management
California
$581M +$13.3M +2% 0.24% 83.9% 146 8.22%
DC
2837
Dendur Capital
New York
$580M -$156M -21% 4.81% 99.6% 19 42.11%
GWA
2838
Gratus Wealth Advisors
Virginia
$580M +$35.6M +7% 2.89% 140 10%
AAM
2839
Alphadyne Asset Management
New York
$580M +$227M +64% 4.65% 158% 46 86.96%
IWP
2840
Insight Wealth Partners
Texas
$578M -$2.71M -0.5% 1.82% 63.2% 94 9.57%
AP
2841
Advisors Preferred
Maryland
$578M -$15.8M -3% 2.02% 102% 246 71.54%
EAM
2842
EFG Asset Management
Oregon
$577M -$2.12M -0.4% 6.61% 211% 208 15.38%
WCM
2843
Woodson Capital Management
Connecticut
$577M -$49.3M -8% 2.21% 235% 47 31.91%
LWANC
2844
Laurel Wealth Advisors (North Carolina)
North Carolina
$576M -$10M -2% 3.66% 63.3% 688 12.79%
AGM
2845
Alpine Global Management
New York
$575M +$58.8M +11% 1.78% 149% 556 80.94%
CPCM
2846
Cardinal Point Capital Management
Ontario, Canada
$575M +$49.2M +9% 1.75% 59.1% 78 14.1%
DIGDR
2847
Dynamo Internacional Gestao de Recursos
Brazil
$575M -$20.2M -3% 5.61% 34.1% 9 0%
FI
2848
Fractal Investments
Connecticut
$575M +$23.9M +4% 2.95% 86.4% 89 16.85%
AI
2849
AdvisorShares Investments
Maryland
$574M -$19M -3% 0.86% 110% 346 41.62%
SCM
2850
Sirios Capital Management
Massachusetts
$574M +$43.6M +8% 5.58% 177% 69 23.19%