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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)
Crestview Partners III
3426
Crestview Partners III
New York
$188M -$74.5M -28% 32.4% 51.2% 1 0% 0.8
Grace Capital
3427
Grace Capital
Massachusetts
$188M -$96.4M -34% 0.18% 127% 100 32% 1.9
CWM
3428
Catamount Wealth Management
Connecticut
$188M +$8.45M +5% 0.48% 70.7% 204 18.63% 1.7
Wooster Corthell Wealth Management
3429
Wooster Corthell Wealth Management
Connecticut
$187M -$3.18M -2% 1.06% 39.1% 37 8.11% 2.4
V Wealth Advisors
3430
V Wealth Advisors
Kansas
$187M -$11.1M -6% 0.57% 36.9% 228 21.05% 1.2
HGI Capital Management
3431
HGI Capital Management
New York
$187M +$29.9M +19% 4.26% 47% 52 63.46% 0.3
Monetta Financial Services
3432
Monetta Financial Services
Illinois
$187M -$6.39M -3% 2.63% 275% 57 52.63% 1.7
Pacifica Capital Investments
3433
Pacifica Capital Investments
Texas
$187M -$17.4M -9% 1.3% 70.4% 19 10.53% 3.5
Bridge Creek Capital Management
3434
Bridge Creek Capital Management
Massachusetts
$187M -$12.4M -6% 5.03% 76.5% 83 2.41% 1.9
Tegean Capital Management
3435
Tegean Capital Management
New York
$187M -$16.1M -8% 0.41% – 21 9.52% 1.5
Willow Creek Wealth Management
3436
Willow Creek Wealth Management
California
$187M +$35.1M +23% 1.35% 36.5% 69 71.01% 0.7
Stonepine Capital Management
3437
Stonepine Capital Management
Oregon
$187M +$19.8M +12% 0.7% 231% 40 57.5% 0.5
Icon Wealth Partners
3438
Icon Wealth Partners
Texas
$187M -$15.3M -8% 2.5% – 881 71.4% 0.2
WoodTrust Financial
3439
WoodTrust Financial
Wisconsin
$187M -$1.58M -0.8% 1.64% 80.3% 82 13.41% 0.2
Precision Path Capital
3440
Precision Path Capital
New York
$186M +$56.1M +43% 2.08% – 24 33.33% 0.2
Malaga Cove Capital
3441
Malaga Cove Capital
California
$186M +$7.15M +4% 0.51% 97.3% 156 25% 1
LGC
3442
Laurel Grove Capital
California
$186M -$7.11M -4% 0.77% 59.2% 103 14.56% 3.1
Kelman-Lazarov Inc
3443
Kelman-Lazarov Inc
Tennessee
$186M -$9.8M -5% 2.3% 46.6% 124 14.52% 1.7
WA
3444
Winfield Associates
Ohio
$186M -$11.9M -6% 1.47% 77.8% 830 85.42% 3.4
Kontiki Capital Management (HK)
3445
Kontiki Capital Management (HK)
Hong Kong
$186M +$40.3M +28% 9.24% 90.6% 6 50% 0.2
Crestview Partners II
3446
Crestview Partners II
New York
$186M -$74.3M -29% 28.6% 157% 3 0% 2.3
Flowering Tree Investment Management
3447
Flowering Tree Investment Management
Singapore
$185M +$19.4M +12% 11.8% 47.4% 8 12.5% 2.1
Occidental Asset Management
3448
Occidental Asset Management
California
$185M -$7.09M -4% 1.82% 82.5% 150 8% 2
Ruggie Capital Group
3449
Ruggie Capital Group
Florida
$185M +$30.8M +20% 0.17% 22% 348 20.11% 1.2
Wellington Shields & Co
3450
Wellington Shields & Co
New York
$185M -$593K -0.3% 0.07% 109% 157 12.1% 2.9