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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)
RWA
3551
RGT Wealth Advisors
Texas
$147M -$30.5M -17% 5.28% 9.35% 146 47.26% 0.4
BCP
3552
Berkeley Capital Partners
Georgia
$147M +$8.3M +6% 4.73% 62.8% 123 17.07% 0.9
AP
3553
Agilis Partners
Massachusetts
$147M +$785K +0.5% 4.13% 8.47% 18 16.67% 1.5
MCM
3554
McMillion Capital Management
North Carolina
$147M +$6.88M +5% 5.01% 59.3% 59 3.39% 2.7
CM
3555
Cartica Management
District of Columbia
$147M +$51.8M +54% 12.5% 92.9% 1 0% 2
DA
3556
DSC Advisors
Illinois
$147M -$29.6M -17% 6.79% 3.18% 66 42.42% 1.1
CCM
3557
Canal Capital Management
Virginia
$147M +$22.8M +18% 4.13% 67.8% 118 38.14% 1
TG
3558
TLP Group
Illinois
$147M +$45.7M +45% 3.78% 42.7% 481 77.75% 0.2
SDWMA
3559
Schneider Downs Wealth Management Advisors
Pennsylvania
$146M -$862K -0.6% 1.17% 55% 46 34.78% 0.7
CWM
3560
Catamount Wealth Management
Connecticut
$146M +$22.8M +19% 8.97% 70.7% 194 23.71% 1.2
GVT
3561
Genesee Valley Trust
New York
$146M +$4.24M +3% 6.25% 30.2% 239 11.3% 1.9
DCM
3562
Dean Capital Management
Kansas
$146M +$19.6M +16% 1.67% 89.7% 79 46.84% 0.6
WFWM
3563
Wechter Feldman Wealth Management
New Jersey
$146M -$7.09M -5% 4.06% 53.8% 37 27.03% 0.2
OP
3564
Osmium Partners
California
$146M +$3.41M +2% 12.2% 28.4% 24 25% 2
FM
3565
Family Management
New York
$145M -$856K -0.6% 7.27% 69% 80 27.5% 1.8
RGC
3566
Roberts, Glore & Co
Illinois
$145M +$1.81M +1% 5.5% 72.3% 148 6.76% 2.7
EVC
3567
Eidelman Virant Capital
Missouri
$145M -$30M -17% 1.11% 46.2% 123 17.89% 2.1
BW
3568
Biegel & Waller
Maryland
$145M +$1.59M +1% 8.32% 28.2% 59 20.34% 0.2
WCWM
3569
Willow Creek Wealth Management
California
$145M +$9.31M +7% 1.36% 36.5% 20 0% 1.6
CMP
3570
Courage Miller Partners
Virginia
$145M +$1.42M +1% 4.24% 40.3% 67 11.94% 3.1
LFDLE
3571
La Financiere de L'Echiquier
France
$145M -$10.4M -7% 11.5% 27.9% 39 15.38% 0.8
DCM
3572
Delta Capital Management
New Jersey
$145M +$4.13M +3% 5.1% 125% 74 8.11% 2.5
PWMAG
3573
Pinnacle Wealth Management Advisory Group
New Jersey
$145M +$5.33M +4% 4.36% 80.5% 130 8.46% 1.6
Bowie Capital Management
3574
Bowie Capital Management
Texas
$145M -$52.6M -27% 9.83% 31.6% 26 19.23% 0.2
GWS
3575
Glassman Wealth Services
Virginia
$145M +$3.25M +2% 2.94% 62.6% 769 26.92% 1.1