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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 Avg Holding
Period (Yrs)
Roble Belko & Company
3101
Roble Belko & Company
Pennsylvania
$171M – – 1.51% 53.3% 245 – 0
Arrow Capital Management
3102
Arrow Capital Management
New York
$171M -$1.18M -0.7% 12.5% – 24 33.33% 0.8
Cranbrook Wealth Management
3103
Cranbrook Wealth Management
Michigan
$171M +$9.12M +6% 2.97% 48.8% 240 4.17% 0.9
GA
3104
Gagnon Advisors
New York
$171M +$4.49M +3% 1.45% 129% 25 12% 1.1
Retirement Capital Strategies
3105
Retirement Capital Strategies
California
$171M +$2.85M +2% 1.38% 59% 14 0% 0.9
CBCM
3106
Charter Bridge Capital Management
New York
$170M -$23.6M -12% 4.07% – 40 57.5% 0.6
Enterprise Financial Services Corp (EFSC)
3107
Enterprise Financial Services Corp (EFSC)
Missouri
$170M +$5.04M +3% 1.97% 100% 1,379 11.31% 1.4
Affinity Wealth Management
3108
Affinity Wealth Management
Delaware
$170M +$45M +36% 1.53% 116% 58 32.76% 0.9
CC
3109
Cognios Capital
Kansas
$170M +$24.2M +17% 0.58% 28.5% 100 25% 0.8
Valley National Advisers
3110
Valley National Advisers
Pennsylvania
$170M +$37.1M +28% 0.81% 79% 658 36.78% 0.2
Raffa Wealth Management
3111
Raffa Wealth Management
District of Columbia
$170M +$4.38M +3% 1.65% 35.8% 835 13.05% 0.7
Cheviot Value Management
3112
Cheviot Value Management
California
$170M -$2.1M -1% 0.06% 77.8% 34 8.82% 1.6
GCM
3113
Goldman Capital Management
New York
$170M -$11.5M -6% 9.03% 24.8% 36 11.11% 1.3
Kays Financial Advisory
3114
Kays Financial Advisory
Georgia
$170M +$21.9M +15% 2.1% 23.3% 67 17.91% 0.7
EGA
3115
E&G Advisors
Texas
$169M +$15.5M +10% 3.02% 97.7% 96 10.42% 1
Wellington Shields & Co
3116
Wellington Shields & Co
New York
$169M -$5.85M -3% 0.65% 109% 120 13.33% 1.5
Southport Capital Management
3117
Southport Capital Management
Tennessee
$169M +$2.4M +1% 1.32% 80% 183 15.85% 1.3
Capital Z Partners Management
3118
Capital Z Partners Management
New York
$169M -$6.45M -4% 3.02% 48.2% 4 0% 0.8
Evermay Wealth Management
3119
Evermay Wealth Management
Virginia
$169M +$15M +10% 1.27% 56.2% 95 20% 0.9
Technology Crossover Management VI
3120
Technology Crossover Management VI
California
$169M +$23.9M +17% 17.3% 25.5% 2 0% 1.8
Foresite Capital Management II
3121
Foresite Capital Management II
California
$169M +$22.7M +16% 20.3% 66.2% 26 46.15% 0.2
Girard Partners
3122
Girard Partners
Pennsylvania
$169M +$8.8M +6% 1.51% 25.7% 150 10% 1
S. Muoio & Co
3123
S. Muoio & Co
New York
$169M -$17.3M -9% 15.3% 327% 135 52.59% 0.1
BCA
3124
Bray Capital Advisors
Florida
$168M +$14.3M +9% 2.23% 36.6% 158 20.25% 0.2
BOIA
3125
Bush ODonnell Investment Advisors
Missouri
$168M -$17.1M -9% 0.22% 45.9% 44 4.55% 1.6