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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)
SCM
3426
Sanoor Capital Management
Connecticut
$189M -$20.6M -10% 7.23% – 15 40% 0.4
CCM
3427
Cloverdale Capital Management
Texas
$189M +$19.5M +12% 10.5% 20.8% 29 62.07% 0.3
Dakota Wealth Management
3428
Dakota Wealth Management
Florida
$189M +$4M +2% 3.62% 112% 78 23.08% 1.8
VW
3429
Vantage Wealth
California
$189M $0 0% 5.74% 56.1% 23 0% 3.4
TCM
3430
Talara Capital Management
New Jersey
$189M -$3.78M -2% 4.39% 17.4% 19 21.05% 1.5
BWM
3431
Brickley Wealth Management
California
$189M – – 3.92% 62.6% 23 – 0
NR
3432
Newfound Research
Massachusetts
$188M +$13.8M +8% 2.25% 54.6% 234 4.27% 1.3
KCPG
3433
Kavar Capital Partners Group
Kansas
$188M +$5.72M +3% 6.05% 77.2% 116 14.66% 2.7
WF
3434
WoodTrust Financial
Wisconsin
$188M – – 6.13% 80.3% 76 – 0
CA
3435
CastleArk Alternatives
Illinois
$188M – – 12.4% – 61 – 0
KFP
3436
Keystone Financial Planning
Ohio
$187M +$11.1M +6% 5.88% 46% 48 10.42% 3
SM
3437
Selkirk Management
New Jersey
$187M +$4.23M +2% 1.22% 245% 19 10.53% 3.1
CCC
3438
Chelsea Counsel Company
California
$187M -$12.4M -6% 8.18% 106% 89 12.36% 3.6
VCP
3439
Vernier Capital Partners
New York
$187M +$51.1M +38% 3.94% 75.7% 28 60.71% 0.4
FIM
3440
Fernwood Investment Management
Massachusetts
$187M +$27.3M +17% 6.76% 83.4% 157 17.2% 2.3
SSI
3441
Scott & Selber Inc
Texas
$187M +$13.8M +8% 9.28% 187% 75 8% 1.9
HM
3442
Heronetta Management
New York
$187M +$6.38M +4% 1.12% 59.7% 33 6.06% 3.3
RWA
3443
RGT Wealth Advisors
Texas
$187M +$36.4M +24% 6.59% 9.35% 109 23.85% 0.8
DCCA
3444
D.C. Capital Advisors
New York
$187M +$35.3M +23% 8.89% 59.9% 28 32.14% 1.7
SM
3445
Sciencast Management
New Jersey
$187M +$6.99M +4% 4.52% 72.5% 510 84.12% 0.1
CWM
3446
Connecticut Wealth Management
Connecticut
$187M +$16.4M +10% 5.84% 70.2% 67 14.93% 1.1
MC
3447
MRJ Capital
New York
$186M +$8.38M +5% 6.96% 127% 56 8.93% 3
WSC
3448
Wellington Shields & Co
New York
$186M -$117M -39% 6.07% 109% 160 16.25% 2.6
PC
3449
Permit Capital
Pennsylvania
$186M +$16.6M +10% 7.58% 121% 27 3.7% 3.6
SFPIA
3450
Stevens First Principles Investment Advisors
California
$186M +$1.93M +1% 4.42% 44% 200 15.5% 2.3