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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
DCA
3101
DSG Capital Advisors
Minnesota
$628M +$65M +12% 10.3% 133 15.04%
WAM
3102
Warberg Asset Management
Illinois
$627M -$16.3M -3% 10.5% 65.3% 243 48.56%
PSP
3103
Principal Street Partners
Tennessee
$627M -$393M -39% 8.4% 91% 387 32.82%
M1FG
3104
Mach-1 Financial Group
Arkansas
$626M +$284M +83% 5.55% 83.4% 418 89.47%
IAS
3105
Integrity Advisory Solutions
Texas
$626M 5.55% 246
SIC
3106
SFE Investment Counsel
California
$626M +$58.4M +10% 10.4% 105% 152 10.53%
WIM
3107
Westside Investment Management
California
$626M +$86.7M +16% 10.8% 114% 1,438 14.39%
SPA
3108
Sentinel Pension Advisors
Massachusetts
$625M +$31.4M +5% 6.18% 46.5% 127 7.09%
CFM
3109
Crawford Fund Management
Massachusetts
$625M +$88.3M +16% 6.81% 215 20.93%
HIG
3110
Heritage Investment Group
Florida
$625M +$44.4M +8% 6.31% 51.2% 115 6.09%
CPG
3111
Cornerstone Planning Group
New Jersey
$624M +$134M +27% 6.96% 55.1% 1,781 19.03%
ERWM
3112
Elk River Wealth Management
Colorado
$624M +$42.7M +7% 8.15% 81.8% 102 4.9%
VHMC
3113
Value Holdings Management Company
New York
$624M +$57.6M +10% 13.2% 125% 33 6.06%
GCIA
3114
Gabelli & Co Investment Advisers
New York
$624M -$27.5M -4% 12.9% 248% 347 44.96%
SC
3115
Soundwatch Capital
Connecticut
$624M +$35.2M +6% 8.19% 68.6% 152 77.63%
TCM
3116
Towercrest Capital Management
Pennsylvania
$623M +$63.2M +11% 5.26% 39.1% 99 10.1%
HCP
3117
Holt Capital Partners
Texas
$623M +$42.6M +7% 6.99% 69.5% 148 2.7%
AP
3118
Affinity Partners
Florida
$623M -$81M -12% 11.5% 1 0%
SA
3119
Strategic Advisors
New York
$623M +$114M +22% 8.44% 87.3% 190 10%
NB
3120
Nicolet Bankshares
Wisconsin
$622M +$43.5M +8% 7.65% 75.5% 224 10.27%
MMPW
3121
Mitchell McLeod Pugh & Williams
Alabama
$622M +$85M +16% 9.02% 90.7% 295 12.54%
DS
3122
Dudley & Shanley
Florida
$622M -$15.3M -2% 3.2% 57% 37 16.22%
FFWA
3123
FRG Family Wealth Advisors
Washington
$621M +$45.9M +8% 8.38% 76.4% 160 7.5%
SRFM
3124
Shannon River Fund Management
New York
$621M -$131M -17% 18.9% 554% 29 48.28%
WGC
3125
Watts Gwilliam & Co
Arizona
$620M +$10.6M +2% 12.1% 231 3.46%