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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
CCM
3426
Cloverdale Capital Management
Texas
$189M +$19.5M +12% 10.5% 20.8% 29 62.07%
DWM
3427
Dakota Wealth Management
Florida
$189M +$4M +2% 3.62% 112% 78 23.08%
VW
3428
Vantage Wealth
California
$189M $0 0% 5.74% 56.1% 23 0%
TCM
3429
Talara Capital Management
New Jersey
$189M -$3.78M -2% 4.39% 17.4% 19 21.05%
BWM
3430
Brickley Wealth Management
California
$189M 3.92% 62.6% 23
NR
3431
Newfound Research
Massachusetts
$188M +$13.8M +8% 2.25% 54.6% 234 4.27%
KCPG
3432
Kavar Capital Partners Group
Kansas
$188M +$5.72M +3% 6.05% 77.2% 116 14.66%
WF
3433
WoodTrust Financial
Wisconsin
$188M 6.13% 71.9% 76
CA
3434
CastleArk Alternatives
Illinois
$188M 12.4% 61
KFP
3435
Keystone Financial Planning
Ohio
$187M +$11.1M +6% 5.88% 34.1% 48 10.42%
SM
3436
Selkirk Management
New Jersey
$187M +$4.23M +2% 1.22% 245% 19 10.53%
CCC
3437
Chelsea Counsel Company
California
$187M -$12.4M -6% 8.18% 106% 89 12.36%
VCP
3438
Vernier Capital Partners
New York
$187M +$51.1M +38% 3.94% 75.7% 28 60.71%
FIM
3439
Fernwood Investment Management
Massachusetts
$187M +$27.3M +17% 6.76% 83.4% 157 17.2%
SSI
3440
Scott & Selber Inc
Texas
$187M +$13.8M +8% 9.28% 187% 75 8%
HM
3441
Heronetta Management
New York
$187M +$6.38M +4% 1.12% 59.7% 33 6.06%
RWA
3442
RGT Wealth Advisors
Texas
$187M +$36.4M +24% 6.59% 9.35% 109 23.85%
DCCA
3443
D.C. Capital Advisors
New York
$187M +$35.3M +23% 8.89% 59.9% 28 32.14%
SM
3444
Sciencast Management
New Jersey
$187M +$6.99M +4% 4.52% 72.5% 510 84.12%
CWM
3445
Connecticut Wealth Management
Connecticut
$187M +$16.4M +10% 5.84% 63.1% 67 14.93%
MC
3446
MRJ Capital
New York
$186M +$8.38M +5% 6.96% 127% 56 8.93%
WSC
3447
Wellington Shields & Co
New York
$186M -$117M -39% 6.07% 109% 160 16.25%
PC
3448
Permit Capital
Pennsylvania
$186M +$16.6M +10% 7.58% 121% 27 3.7%
SFPIA
3449
Stevens First Principles Investment Advisors
California
$186M +$1.93M +1% 4.42% 44% 200 15.5%
ECML
3450
Eagle Capital Management (Louisiana)
Louisiana
$186M +$10.4M +6% 8.29% 93.6% 45 6.67%