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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
SFS
3401
Summit Financial Strategies
Ohio
$206M +$8.92M +5% 3.16% 57.8% 62 12.9%
MC
3402
Muhlenkamp & Co
Pennsylvania
$206M -$5.39M -3% 1.84% 121% 35 14.29%
HWCM
3403
Hudson Way Capital Management
Texas
$206M +$12.8M +7% 10.5% 57.5% 17 23.53%
MCM
3404
Maytus Capital Management
New York
$206M +$13.6M +7% 6.34% 267% 75 68%
BCCM
3405
Bridge Creek Capital Management
Massachusetts
$205M +$9.6M +5% 3.3% 76.5% 90 11.11%
SAM
3406
Sandbar Asset Management
United Kingdom
$205M +$75.3M +58% 8.28% 128% 42 42.86%
BLA
3407
Balter Liquid Alternatives
Massachusetts
$205M +$24.2M +13% 2.43% 76.7% 213 51.64%
HCM
3408
Horrell Capital Management
Arkansas
$205M +$9.52M +5% 0.23% 55.1% 201 10.95%
PCM
3409
Princeton Capital Management
New Jersey
$205M +$6.79M +3% 5.62% 148% 260 6.92%
VAS
3410
Valicenti Advisory Services
New York
$205M -$4.29M -2% 1.81% 119% 66 9.09%
CWM
3411
Confluence Wealth Management
Oregon
$205M +$3.5M +2% 3.44% 31.9% 118 4.24%
TCPWM
3412
Traverso Chambers Private Wealth Management
California
$205M +$855K +0.4% 1.76% 16.4% 102 7.84%
CC
3413
Clearline Capital
New York
$205M +$13.5M +7% 2.72% 18% 60 50%
RCP
3414
Rothschild Capital Partners
New York
$204M +$25.3M +14% 5.34% 81.8% 42 21.43%
BSWM
3415
Boston Standard Wealth Management
Massachusetts
$204M +$12.3M +6% 2.18% 42.9% 33 3.03%
WEO
3416
William E. Oberndorf
$204M +$21.1M +12% 13.2% 38.4% 9 22.22%
KFP
3417
Keystone Financial Planning
Ohio
$204M +$1.73M +0.9% 0.66% 34.1% 48 6.25%
GII
3418
Gryphon International Investment
Ontario, Canada
$204M +$25.3M +14% 0% 5.67% 20 5%
CCM
3419
Crossvault Capital Management
Texas
$204M +$10.2M +5% 3.89% 56.4% 80 7.5%
AWMG
3420
Alliance Wealth Management Group
New Jersey
$204M +$15.5M +8% 2.56% 60 10%
IF
3421
Ironwood Financial
Arizona
$204M +$10.3M +5% 1.89% 48.8% 400 3.5%
TLA
3422
Tree Line Advisors
Hong Kong
$203M +$52.9M +35% 12.2% 277% 7 14.29%
MCP
3423
Mirador Capital Partners
California
$203M +$18.6M +10% 2.23% 102% 173 24.28%
SHCM
3424
Silver Heights Capital Management
Ontario, Canada
$203M +$5.05M +3% 5.51% 6.93% 6 0%
FWC
3425
First Washington Corp
Washington
$203M +$5.76M +3% 8.93% 104% 86 11.63%