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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)
Dakota Wealth Management
3126
Dakota Wealth Management
Florida
$168M +$8.3M +5% 1.99% 112% 61 4.92% 0.2
MC
3127
Miles Capital
Iowa
$168M -$17.2M -9% 2.62% 15.4% 180 41.11% 0.7
NorthRock Partners
3128
NorthRock Partners
Minnesota
$168M +$5.22M +3% 0.04% 62.8% 46 17.39% 0.2
SFSIG
3129
San Francisco Sentry Investment Group
California
$168M -$4.96M -3% 0.02% 436% 165 13.94% 1.6
CC
3130
Consector Capital
New York
$168M -$50.3M -23% 2.98% 0.05% 29 31.03% 0.8
MCM
3131
McMillion Capital Management
North Carolina
$167M -$6.96M -4% 0.84% 59.3% 73 19.18% 1.4
RC
3132
Rivulet Capital
New Jersey
$167M +$47.3M +39% 7.68% 27.4% 13 46.15% 1
FCMC
3133
Founders Capital Management (Connecticut)
Connecticut
$167M +$3.79M +2% 1.34% 88.9% 63 31.75% 0.8
WPEP
3134
Walnut Private Equity Partners
Nebraska
$167M +$4.96M +3% 3.1% 48% 27 11.11% 1.2
BBPWM
3135
Blue Bell Private Wealth Management
Pennsylvania
$167M -$5.08M -3% 0.79% 62.5% 439 3.64% 1.2
ACI
3136
AB CarVal Investors
Minnesota
$167M -$154M -48% 7.66% 24% 10 20% 1
TCMV
3137
Technology Crossover Management V
California
$167M +$21.4M +15% 16% 2.5% 2 0% 1.8
GCM
3138
Glendon Capital Management
California
$166M +$28.9M +21% 1.19% 142% 21 19.05% 0.2
GSBTD
3139
Glenview State Bank Trust Department
Illinois
$166M -$436K -0.3% 0.74% 76.6% 88 7.95% 1.1
DCMM
3140
DG Capital Management (Massachusetts)
Massachusetts
$166M -$6.51M -4% 6.51% 96.7% 78 33.33% 0.9
HC
3141
Hendley & Co
Ohio
$166M +$11.6M +8% 2.17% 54.8% 71 14.08% 1.3
MAS
3142
Madden Advisory Services
Florida
$166M -$10.2M -6% 2.12% 52.3% 303 69.31% 1.5
NI
3143
Nepsis Inc
Minnesota
$166M -$5.86M -3% 2.47% 131% 42 50% 0.8
SAC
3144
Smith Affiliated Capital
New York
$165M +$8.49M +5% 1.41% 6.89% 109 5.5% 0.8
GAM
3145
Gemmer Asset Management
California
$165M +$17.7M +12% 2.91% 90.5% 1,513 12.76% 0.9
HRIA
3146
Haberer Registered Investment Advisor
Ohio
$165M -$8.38M -5% 3.07% – 361 12.74% 1.5
RWM
3147
RKL Wealth Management
Pennsylvania
$165M +$11.7M +8% 3.49% 70.2% 58 10.34% 0.9
SCM
3148
Schnieders Capital Management
California
$165M +$13.5M +9% 0.72% 103% 134 11.94% 1
FPFS
3149
First Personal Financial Services
North Carolina
$165M -$5.84M -3% 1.69% 31.5% 613 8.48% 0.2
RMAM
3150
Raab & Moskowitz Asset Management
New Jersey
$165M -$9.9M -6% 0.43% 75% 507 76.53% 1.1