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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
BWM
3026
Brickley Wealth Management
California
$204M -$8.01M -4% 10.2% 62.6% 42 11.9%
GMA
3027
Goldstein Munger & Associates
California
$204M -$32.1M -14% 11.5% 11.9% 36 5.56%
CCM
3028
Clearfield Capital Management
New York
$204M -$145M -42% 11.4% 177% 18 66.67%
DA
3029
Doliver Advisors
Texas
$204M -$38.9M -16% 17.1% 81% 249 60.64%
SCM
3030
Schnieders Capital Management
California
$204M -$40.1M -16% 8.64% 103% 153 14.38%
TCM
3031
Tradewinds Capital Management
Washington
$203M -$57.5M -22% 13.3% 85.2% 723 18.12%
RMAM
3032
Raab & Moskowitz Asset Management
New Jersey
$203M -$37.8M -16% 10.6% 66% 581 73.32%
PFM
3033
Peak Financial Management
Massachusetts
$203M -$19.1M -9% 9.48% 51.8% 59 23.73%
FC
3034
Fore Capital
New York
$203M -$124M -38% 1.44% 26.1% 80 53.75%
SIAS
3035
Shine Investment Advisory Services
Colorado
$203M +$12.7M +7% 13.8% 29% 702 10.83%
BFA
3036
Benedict Financial Advisors
Georgia
$203M -$20.5M -9% 8.43% 62% 110 9.09%
SHA
3037
Shelter Harbor Advisors
Connecticut
$202M +$76.5M +61% 3.79% 30 66.67%
FPIS
3038
Financial Planning & Information Services
Wisconsin
$202M -$56.6M -22% 11.8% 13% 48 10.42%
BMC
3039
Benin Management Corp
Connecticut
$202M -$47.3M -19% 13.7% 76.3% 98 10.2%
VVM
3040
Versant Venture Management
California
$202M -$92M -31% 22.8% 376% 10 0%
CWM
3041
Chesapeake Wealth Management
Virginia
$202M -$23M -10% 9.23% 57.5% 210 25.24%
DFG
3042
Delphi Financial Group
Delaware
$202M -$56.1M -22% 13.5% 48.5% 27 66.67%
ACM
3043
Armbruster Capital Management
New York
$202M -$27.1M -12% 14.6% 64.3% 74 9.46%
MCM
3044
Marathon Capital Management
Maryland
$201M -$56.7M -22% 16% 70.9% 125 16.8%
HCA
3045
Harbour Capital Advisors
Virginia
$201M -$47M -19% 13.1% 161% 245 42.04%
DCM
3046
DAFNA Capital Management
California
$201M -$42.4M -17% 19.5% 240% 87 18.39%
DBRC
3047
D.B. Root & Company
Pennsylvania
$201M -$26M -11% 10.1% 47.5% 222 20.72%
PL
3048
Polianta Ltd
Jersey
$201M +$1.8M +0.9% 12.2% 31.6% 106 73.58%
GG
3049
GenWealth Group
New Jersey
$201M -$16.3M -8% 3.53% 67.8% 67 16.42%
AG
3050
Ashmore Group
United Kingdom
$201M +$49.1M +32% 6.57% 113% 30 30%