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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
BRC
3351
Bell Rock Capital
Delaware
$188M +$3.39M +2% 2.14% 477 14.68%
SIAS
3352
Shine Investment Advisory Services
Colorado
$188M -$12.6M -6% 0.25% 29% 687 9.75%
CPI
3353
Crestview Partners III
New York
$188M -$74.5M -28% 32.4% 5.73% 1 0%
GC
3354
Grace Capital
Massachusetts
$188M -$96.4M -34% 0.18% 127% 100 32%
CWM
3355
Catamount Wealth Management
Connecticut
$188M +$8.45M +5% 0.48% 70.7% 204 18.63%
WCWM
3356
Wooster Corthell Wealth Management
Connecticut
$187M -$3.18M -2% 1.06% 39.1% 37 8.11%
VWA
3357
V Wealth Advisors
Kansas
$187M -$11.1M -6% 0.57% 36.9% 228 21.05%
HCM
3358
HGI Capital Management
New York
$187M +$29.9M +19% 4.26% 47% 52 63.46%
MFS
3359
Monetta Financial Services
Illinois
$187M -$6.39M -3% 2.63% 197% 57 52.63%
PCI
3360
Pacifica Capital Investments
Texas
$187M -$17.4M -9% 1.3% 83.4% 19 10.53%
BCCM
3361
Bridge Creek Capital Management
Massachusetts
$187M -$12.4M -6% 5.03% 76.5% 83 2.41%
TCM
3362
Tegean Capital Management
New York
$187M -$16.1M -8% 0.41% 21 9.52%
WCWM
3363
Willow Creek Wealth Management
California
$187M +$35.1M +23% 1.35% 36.5% 69 71.01%
SCM
3364
Stonepine Capital Management
Oregon
$187M +$19.8M +12% 0.7% 199% 40 57.5%
IWP
3365
Icon Wealth Partners
Texas
$187M -$15.3M -8% 2.5% 881 71.4%
WF
3366
WoodTrust Financial
Wisconsin
$187M -$1.58M -0.8% 1.64% 71.9% 82 13.41%
PPC
3367
Precision Path Capital
New York
$186M +$56.1M +43% 2.08% 24 33.33%
MCC
3368
Malaga Cove Capital
California
$186M +$7.15M +4% 0.51% 88.1% 156 25%
LGC
3369
Laurel Grove Capital
California
$186M -$7.11M -4% 0.77% 59.2% 103 14.56%
KLI
3370
Kelman-Lazarov Inc
Tennessee
$186M -$9.82M -5% 2.3% 39.9% 124 14.52%
WA
3371
Winfield Associates
Ohio
$186M -$11.9M -6% 1.47% 77.8% 830 85.42%
KCMH
3372
Kontiki Capital Management (HK)
Hong Kong
$186M +$40.3M +28% 9.24% 130% 6 50%
CPI
3373
Crestview Partners II
New York
$186M -$74.3M -29% 28.6% 124% 3 0%
FTIM
3374
Flowering Tree Investment Management
Singapore
$185M +$19.4M +12% 11.8% 47.4% 8 12.5%
OAM
3375
Occidental Asset Management
California
$185M -$7.09M -4% 1.82% 65.6% 150 8%