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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
CFD
3526
Creative Financial Designs
Indiana
$186M +$1.44M +0.8% 0.74% 56.2% 680 21.18%
YMRC
3527
Yorktown Management & Research Company
Virginia
$186M -$79.2M -30% 0.48% 223% 357 34.73%
SM
3528
Sabby Management
Florida
$186M +$106M +133% 29.2% 95.9% 120 48.33%
WPP
3529
Whalerock Point Partners
Rhode Island
$186M +$10.4M +6% 2.35% 92.1% 153 9.15%
PFA
3530
Pettinga Financial Advisors
Indiana
$186M -$6.81M -4% 2.09% 71.8% 94 11.7%
WEO
3531
William E. Oberndorf
$185M -$19M -9% 9.16% 38.4% 10 40%
SCM
3532
Shah Capital Management
North Carolina
$185M +$5.39M +3% 6.57% 225% 19 21.05%
WAMC
3533
Western Asset Management Company
California
$185M +$8.67M +5% 2.71% 2.29% 21 14.29%
DFAM
3534
Deep Field Asset Management
California
$185M +$6.03M +3% 3.03% 20.1% 19 31.58%
SCA
3535
Stokes Capital Advisors
South Carolina
$185M +$8.77M +5% 3.3% 54.5% 77 3.9%
MFT
3536
Moisand Fitzgerald Tamayo
Florida
$185M +$1.14M +0.6% 0.71% 48.1% 293 6.83%
BCM
3537
Bourgeon Capital Management
Connecticut
$185M +$12.2M +7% 1.5% 117% 244 72.13%
PCC
3538
Park Circle Company
Maryland
$184M +$37.6M +26% 1.37% 58.1% 101 22.77%
MCM
3539
Monument Capital Management
Virginia
$184M -$1.2M -0.6% 2.73% 160% 91 14.29%
MKC
3540
M. Kraus & Co
Vermont
$184M +$4.53M +3% 1.95% 45.3% 47 4.26%
BCM
3541
Beck Capital Management
Texas
$184M -$5.5M -3% 3.27% 205% 118 43.22%
USGIU
3542
U.S. Global Investors (USGI)
Texas
$184M -$9.73M -5% 1.32% 119% 224 52.23%
CG
3543
Cynosure Group
Utah
$184M -$33.8M -16% 2.11% 48.9% 78 12.82%
CFG
3544
Cambridge Financial Group
Ohio
$184M -$4.17M -2% 3.62% 33 12.12%
IVGAI
3545
Index Venture Growth Associates II
Jersey
$184M -$150M -45% 34.5% 3 33.33%
PWPS
3546
Pinnacle Wealth Planning Services
Ohio
$184M +$18M +11% 1.05% 64.8% 220 26.36%
SM
3547
Soapstone Management
Maryland
$184M -$356K -0.2% 6.45% 51.5% 22 40.91%
TFM
3548
Trimaran Fund Management
New York
$184M +$5.02M +3% 2.81% 82.8% 1 0%
TWM
3549
Tolleson Wealth Management
Texas
$183M +$38.4M +26% 1.63% 48.1% 62 29.03%
MP
3550
Marlowe Partners
New York
$183M +$10.4M +6% 5.26% 16.3% 22 59.09%