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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
CWM
2926
Confluence Wealth Management
Oregon
$200M -$6.79M -3% 2.34% 31.9% 143 13.29%
AAP
2927
Arax Advisory Partners
Colorado
$200M 0.21% 47.9% 549
CCM
2928
CrestPoint Capital Management
Missouri
$200M +$4.29M +2% 4.46% 42.6% 237 18.57%
HRCM
2929
Hawk Ridge Capital Management
California
$200M +$14M +8% 5.78% 33.3% 54 37.04%
PCM
2930
Proxima Capital Management
New York
$199M -$21.3M -10% 15.2% 20.7% 38 21.05%
QCG
2931
Quadrant Capital Group
Ohio
$199M +$46.1M +30% 2.79% 77.7% 2,222 9.72%
CL
2932
CIM LLC
New York
$199M -$13.9M -7% 0.76% 92.1% 97 22.68%
FCMI
2933
Foresite Capital Management II
California
$199M -$10.2M -5% 13.1% 66.2% 11 27.27%
EFSCE
2934
Enterprise Financial Services Corp (EFSC)
Missouri
$199M +$22.2M +13% 8.02% 67.6% 1,130 12.92%
GAM
2935
Gemmer Asset Management
California
$199M +$2.35M +1% 1.91% 90.5% 1,303 9.13%
DMK
2936
David M. Knott
$199M +$4.98M +3% 2.22% 81% 71 9.86%
PG
2937
Proffitt & Goodson
Tennessee
$199M +$5.38M +3% 3.31% 48.5% 51 9.8%
IFA
2938
Interactive Financial Advisors
Illinois
$199M -$1.14M -0.6% 1.21% 37.7% 119 21.85%
FC
2939
FIC Capital
New York
$199M -$24.2M -11% 0.02% 49.7% 124 14.52%
NHC
2940
Nicholas Hoffman & Company
Georgia
$198M +$15.5M +8% 2.66% 55.2% 158 15.82%
RA
2941
RMR Advisors
Massachusetts
$198M -$8.77M -4% 2.33% 2.17% 113 7.96%
FAM
2942
Formidable Asset Management
Ohio
$198M -$3.27M -2% 3.83% 52.2% 180 9.44%
MCWS
2943
McKinley Carter Wealth Services
West Virginia
$198M +$3.81M +2% 2.01% 46.8% 126 9.52%
SCM
2944
Stonehill Capital Management
New York
$198M -$13.3M -6% 5.05% 145% 20 55%
RWA
2945
River Wealth Advisors
Pennsylvania
$198M +$16.7M +9% 5.46% 67.7% 155 7.1%
BCM
2946
Bowie Capital Management
Texas
$197M 0.42% 35.8% 22
NIC
2947
Northwest Investment Counselors
Oregon
$197M +$2.82M +1% 1.39% 32.4% 123 3.25%
SRP
2948
Saddle Road Partners
Nebraska
$197M +$20.8M +12% 3.64% 123 12.2%
TC
2949
Trust Company
Kansas
$197M -$31.3M -14% 4.8% 36.5% 418 17.7%
CC
2950
Cambrian Capital
California
$197M +$24.3M +14% 5.56% 17.3% 55 29.09%