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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
CWM
3701
CMH Wealth Management
New Hampshire
$135M +$9.29M +7% 3.88% 76.6% 55 23.64%
AIM
3702
Aspen Investment Management
Michigan
$135M +$1.75M +1% 3.65% 84.9% 139 6.47%
CCM
3703
Coliseum Capital Management
Connecticut
$135M -$29.2M -18% 6.67% 41.1% 8 37.5%
CJA
3704
C-J Advisory
California
$135M +$5.52M +4% 3.72% 39.2% 138 6.52%
SCG
3705
Sonata Capital Group
Washington
$135M +$348K +0.3% 3.68% 57.4% 101 4.95%
EI
3706
Elkhorn Investments
Illinois
$134M +$5.96M +5% 3.33% 113 23.01%
SCA
3707
Stuart Chaussee & Associates
California
$134M +$42K +0% 3.85% 58.6% 107 35.51%
CT
3708
Clearstead Trust
Maine
$134M +$7.71M +6% 2.74% 111% 245 13.88%
WCM
3709
Wunderlich Capital Managemnt
Tennessee
$134M +$293K +0.2% 4.86% 33.6% 102 15.69%
BAM
3710
Boyar Asset Management
New York
$134M -$2.19M -2% 2.85% 75.5% 69 8.7%
BCC
3711
Bridge City Capital
Oregon
$134M +$14.1M +12% 4.15% 120% 94 6.38%
NQWM
3712
Northwest Quadrant Wealth Management
Oregon
$134M +$16.9M +15% 3.58% 45.6% 60 8.33%
IDBONY
3713
Israel Discount Bank of New York
New York
$134M +$8.98M +7% 4.14% 37.3% 445 10.56%
CCM
3714
Colorado Capital Management
Colorado
$134M +$6.79M +5% 3.4% 53.4% 75 10.67%
OCM
3715
Orleans Capital Management
Louisiana
$134M -$7.68M -5% 4.33% 94.6% 84 14.29%
SL
3716
SOF Ltd
Cayman Islands
$134M -$4.89M -4% 3.53% 42.3% 1 0%
BCVI
3717
Bain Capital Venture Investors
Massachusetts
$133M +$5.84M +5% 4.58% 34.2% 1 0%
CCG
3718
Ceeto Capital Group
Florida
$133M 3.59% 94.4% 122
TGCM
3719
Tukman Grossman Capital Management
California
$133M -$156M -54% 1.07% 21.1% 17 0%
FAM
3720
Foothills Asset Management
Arizona
$133M +$4.69M +4% 3.02% 8.84% 62 8.06%
AC
3721
Aperimus Capital
California
$133M +$25.7M +24% 3.94% 44% 3 0%
LS
3722
Lattice Strategies
Pennsylvania
$133M +$2.66M +2% 4.6% 19.9% 66 3.03%
AC
3723
Athos Capital
Hong Kong
$133M -$40.5M -23% 4.4% 110% 43 41.86%
WAM
3724
Westport Asset Management
Connecticut
$133M +$16.4M +14% 9.18% 63.9% 64 6.25%
PIM
3725
Progressive Investment Management
Oregon
$133M +$4.11M +3% 3.57% 126% 46 4.35%