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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
DCM
3476
DAFNA Capital Management
California
$101M -$17.5M -15% 11.5% 240% 99 34.34%
LEP
3477
Lee Equity Partners
New York
$101M -$43.9M -30% 30.3% 2 0%
IMS
3478
Index Management Solutions
Pennsylvania
$101M -$6.07M -6% 19.8% 846 25.65%
BCM
3479
Bodri Capital Management
California
$101M -$80M -44% 14.6% 47 76.6%
BSWM
3480
Boston Standard Wealth Management
Massachusetts
$100M -$6.54M -6% 6.31% 42.9% 26 11.54%
YCM
3481
Yorkville Capital Management
New York
$100M -$43.6M -30% 27.4% 51 15.69%
SPC
3482
Standard Pacific Capital
California
$100M -$2.49M -2% 8.01% 30 40%
EM
3483
Excalibur Management
Massachusetts
$100M -$6.89M -6% 7.8% 68.9% 73 21.92%
CWM
3484
Catamount Wealth Management
Connecticut
$100M -$29.2M -23% 1.04% 70.7% 224 43.75%
VAM
3485
Verity Asset Management
North Carolina
$100M -$10.4M -9% 7.98% 68.4% 130 57.69%
AWM
3486
Affinity Wealth Management
Delaware
$99.8M -$54.4M -35% 5.2% 116% 55 36.36%
WIA
3487
Westbourne Investment Advisors
Maryland
$99.6M -$10.3M -9% 10.1% 86.7% 110 8.18%
TWA
3488
Tillar-Wenstrup Advisors
Ohio
$99.5M -$10.9M -10% 7.26% 27.4% 44 25%
CCM
3489
Canal Capital Management
Virginia
$99.5M -$7.48M -7% 6.7% 58.4% 74 18.92%
PIA
3490
Phoenix Investment Adviser
New York
$99.4M -$3.35M -3% 13.4% 25% 47 42.55%
APSP
3491
Asset Planning Services (Pennsylvania)
Pennsylvania
$99.1M -$4.6M -4% 7.6% 62.1% 268 15.67%
CCPM
3492
Cooper Creek Partners Management
New York
$99.1M +$6.64M +7% 11.2% 56.1% 42 54.76%
BOCM
3493
Bontempo Ohly Capital Management
Maryland
$99.1M -$4.14M -4% 6.13% 41.5% 28 3.57%
LMAM
3494
Legg Mason Asset Management
Japan
$99M -$11.3M -10% 5.77% 135 20%
JAM
3495
Jolley Asset Management
North Carolina
$98.7M -$11.3M -10% 9.37% 3.47% 123 11.38%
AGI
3496
Athena Global Investors
Virginia
$98.5M -$12.4M -11% 10.6% 13.4% 35 8.57%
MML Investors Services
3497
MML Investors Services
Massachusetts
$98.5M +$1.02M +1% 8.23% 59.7% 46 6.52%
EI
3498
EDMP Inc
Florida
$98.3M -$6.22M -6% 6.78% 68.1% 66 18.18%
BWM
3499
Bernicke Wealth Management
Wisconsin
$98.2M -$6.58M -6% 3.75% 14.4% 41 9.76%
PAA
3500
Peregrine Asset Advisers
Oregon
$98.1M -$35.4M -27% 3.85% 163% 119 36.13%