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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
CSC
3676
Cove Street Capital
California
$296M -$26.6M -8% 6.99% 84.2% 85 10.59%
DBIA
3677
Dumont & Blake Investment Advisors
New Jersey
$296M -$11.9M -4% 3.15% 59.4% 195 4.62%
SAM
3678
Satovsky Asset Management
New York
$295M -$726K -0.2% 1.6% 48.9% 44 6.82%
GH
3679
Geisinger Health
Pennsylvania
$295M -$17.3M -6% 3.15% 5 20%
SDWIA
3680
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$295M -$8.33M -3% 2.51% 67.8% 144 6.25%
KIC
3681
Keating Investment Counselors
Florida
$295M +$18.3M +7% 1.05% 43.7% 84 8.33%
MJP
3682
Michael J. Puzo
$295M -$21.1M -7% 3.31% 60.3% 80 7.5%
AWM
3683
Adams Wealth Management
Utah
$295M -$25.5M -8% 3.38% 75.6% 109 22.02%
KAH
3684
Kathryn A. Hall
$295M -$12.2M -4% 0.99% 95.2% 52 7.69%
WCAMG
3685
Woodard & Company Asset Management Group
North Carolina
$295M -$6.78M -2% 3.08% 84.8% 102 15.69%
HP
3686
Harbourvest Partners
Massachusetts
$295M -$57.6M -16% 7.76% 6.18% 63 12.7%
SPC
3687
Stony Point Capital
New York
$294M -$13.8M -4% 2.89% 146% 33 39.39%
PCFFS
3688
Pacific Center for Financial Services
California
$294M -$9.7M -3% 3.46% 43.4% 423 5.44%
CF
3689
Corrigan Financial
Rhode Island
$294M -$24.4M -8% 3.08% 9.54% 79 53.16%
ACM
3690
Ararat Capital Management
Connecticut
$294M -$5.68M -2% 6.49% 56.1% 21 28.57%
RWML
3691
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$294M +$862K +0.3% 3.51% 35.8% 1,081 2.59%
SC
3692
Searle & Co
Connecticut
$294M -$29M -9% 3.86% 93.8% 152 5.92%
UCMOK
3693
United Capital Management of KS
Kansas
$294M -$18.4M -6% 0.5% 231% 81 12.35%
LFM
3694
Lumina Fund Management
New York
$294M +$59.9M +26% 3.82% 28.1% 76 30.26%
RSS
3695
Rosenblum Silverman Sutton
California
$294M -$9.37M -3% 1.55% 95.4% 72 5.56%
ECA
3696
Elevated Capital Advisors
Utah
$294M -$6.94M -2% 2.84% 37.3% 186 13.98%
HIP
3697
Harrell Investment Partners
Texas
$294M -$1.35M -0.5% 2.4% 105% 102 5.88%
BC
3698
Bruce & Co
Illinois
$293M -$63.1M -18% 5.29% 65.7% 39 7.69%
AR
3699
Apeiron RIA
Texas
$293M +$1.11M +0.4% 2.35% 63.7% 198 8.08%
FG
3700
Formula Growth
Quebec, Canada
$293M -$21M -7% 8.07% 65.6% 160 30.63%