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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)
BCCM
3351
Bridge Creek Capital Management
Massachusetts
$199M +$8.82M +5% 6.41% 76.5% 84 7.14% 1.7
CFA
3352
Cahill Financial Advisors
Minnesota
$199M +$10M +5% 5.49% 55.9% 144 10.42% 2.6
VWA
3353
V Wealth Advisors
Kansas
$198M +$1.23M +0.6% 6.27% 36.9% 221 22.62% 1.1
FIG
3354
FundX Investment Group
California
$198M -$39.5M -17% 7.74% 94.6% 45 40% 0.8
GA
3355
Geller Advisors
New York
$198M -$5.79M -3% 1.2% 20.4% 33 6.06% 2.5
AMIM
3356
Aull & Monroe Investment Management
Alabama
$198M +$4.07M +2% 6.87% 96.6% 134 4.48% 3.5
ECM
3357
EagleClaw Capital Management
Massachusetts
$198M +$21.5M +12% 9.27% 104% 114 8.77% 2.8
WA
3358
Winfield Associates
Ohio
$198M +$7.62M +4% 6.22% 77.8% 880 12.73% 1.9
Maven Securities
3359
Maven Securities
Jersey
$198M +$5.33M +3% 0.9% 135% 67 79.1% 0.2
CM
3360
Cornerstone Management
Georgia
$197M +$5.1M +3% 3.93% 43.6% 39 20.51% 2
NI
3361
Nepsis Inc
Minnesota
$197M +$3.66M +2% 5.28% 131% 43 20.93% 2
TFCP
3362
Twin Focus Capital Partners
Massachusetts
$197M +$3.96M +2% 4.7% 92.5% 105 11.43% 2.3
SCM
3363
Salem Capital Management
Massachusetts
$197M +$2.71M +1% 6.4% 32.3% 71 5.63% 3.6
PC
3364
Peavine Capital
Nevada
$196M +$12.8M +7% 3.3% 30.8% 16 6.25% 3
1WA
3365
180 Wealth Advisors
Washington
$196M – – 6.32% 136% 239 – 0
SFPM
3366
Sensible Financial Planning & Management
Massachusetts
$196M +$14.5M +8% 1.04% 24.5% 30 13.33% 2.4
KLI
3367
Kelman-Lazarov Inc
Tennessee
$196M +$6.4M +3% 3.65% 46.6% 125 8% 1.4
MCM
3368
Mudrick Capital Management
New York
$196M – – 108% 212% 3 – 0
FC
3369
Financial Consulate
Maryland
$196M +$12M +7% 4.39% 53.3% 104 12.5% 1.7
BCM
3370
Blume Capital Management
California
$195M +$6.27M +3% 3.65% 96.9% 256 13.67% 2.4
HC
3371
Hendley & Co
Ohio
$195M +$12.4M +7% 9.33% 54.8% 55 9.09% 3.3
SCM
3372
Stanley Capital Management
Texas
$195M +$15.9M +9% 8.16% 158% 36 13.89% 2.1
EGI
3373
EAM Global Investors
California
$195M – – 22% 2,399% 129 – 0
AMG
3374
Advisors Management Group
Wisconsin
$195M +$6.24M +3% 2.12% 125% 83 6.02% 1.5
HPC
3375
Hill Path Capital
New York
$195M +$7.52M +4% 4.04% 5.23% 2 0% 0.9