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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
3026
Confluence Wealth Management
Oregon
$172M +$12.5M +8% 3.19% 31.9% 111 28.83%
TCM
3027
TAM Capital Management
Connecticut
$172M +$26.2M +18% 2.74% 0.76% 23 52.17%
LI
3028
LVZ Inc
Michigan
$172M +$36.9M +27% 2.95% 47.1% 44 47.73%
MA
3029
Minerva Advisors
Pennsylvania
$172M -$5.4M -3% 3.83% 149% 78 10.26%
CP
3030
Camelot Portfolios
Ohio
$172M -$1.99M -1% 1.28% 41.3% 190 21.05%
PIM
3031
PCO Investment Management
California
$172M +$1.52M +0.9% 6.21% 57 54.39%
WAS
3032
Winch Advisory Services
Wisconsin
$172M -$12M -7% 3.55% 72.5% 344 91.28%
PG
3033
Proffitt & Goodson
Tennessee
$172M +$2.17M +1% 1.61% 48.5% 40 0%
BRA
3034
Bender Robert & Associates
California
$171M +$18.8M +12% 13.2% 98.1% 60 13.33%
TCM
3035
Telos Capital Management
California
$171M +$7.3M +4% 0.99% 71.1% 149 12.75%
GCM
3036
Goldman Capital Management
New York
$171M -$9.92M -5% 8.54% 24.3% 36 11.11%
EPIM
3037
Equinox Partners Investment Management
Connecticut
$171M +$6.11M +4% 9.27% 284% 21 28.57%
TP
3038
TB Partners
China
$171M -$23.4M -12% 11.9% 3 0%
RBC
3039
Roble Belko & Company
Pennsylvania
$171M 1.51% 53.3% 245
ACM
3040
Arrow Capital Management
New York
$171M -$1.18M -0.7% 12.5% 24 33.33%
CWM
3041
Cranbrook Wealth Management
Michigan
$171M +$9.12M +6% 2.97% 37.9% 240 4.17%
GA
3042
Gagnon Advisors
New York
$171M +$4.49M +3% 1.45% 78.2% 25 12%
RCS
3043
Retirement Capital Strategies
California
$171M +$2.85M +2% 1.38% 50.2% 14 0%
CBCM
3044
Charter Bridge Capital Management
New York
$170M -$23.6M -12% 4.07% 40 57.5%
EFSCE
3045
Enterprise Financial Services Corp (EFSC)
Missouri
$170M +$5.04M +3% 1.97% 67.6% 1,379 11.31%
AWM
3046
Affinity Wealth Management
Delaware
$170M +$45M +36% 1.53% 116% 58 32.76%
CC
3047
Cognios Capital
Kansas
$170M +$24.2M +17% 0.58% 28.5% 100 25%
VNA
3048
Valley National Advisers
Pennsylvania
$170M +$37.1M +28% 0.81% 59.2% 658 36.78%
CVM
3049
Cheviot Value Management
California
$170M -$2.1M -1% 0.06% 83.7% 34 8.82%
KFA
3050
Kays Financial Advisory
Georgia
$170M +$21.9M +15% 2.1% 23.3% 67 17.91%