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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
WIC
3726
Whitegate Investment Counselors
New Hampshire
$299M -$5.98M -2% 3.25% 48% 62 4.84%
CM
3727
CoreCommodity Management
Connecticut
$298M -$41.6M -12% 3.41% 65.8% 191 25.65%
CAMV
3728
Concord Asset Management (Virginia)
Virginia
$298M +$14.7M +5% 2.09% 64.7% 143 28.67%
CCM
3729
Carderock Capital Management
Maryland
$298M -$24.5M -8% 4.4% 88.6% 59 5.08%
MCM
3730
Monument Capital Management
Virginia
$298M -$15.7M -5% 0.93% 160% 190 29.47%
WCA
3731
Waypoint Capital Advisors
Minnesota
$298M -$22.5M -7% 4.29% 50.3% 136 18.38%
CRWM
3732
Castle Rock Wealth Management
California
$298M +$5.15M +2% 1.9% 105% 220 7.73%
MCCP
3733
Mission Creek Capital Partners
California
$298M -$12.4M -4% 2.68% 138% 227 5.73%
GL
3734
Globe Life
Texas
$298M -$3.11M -1% 3.71% 60.1% 2 50%
SIG
3735
Spinnaker Investment Group
California
$298M -$6.15M -2% 3.66% 48.6% 87 9.2%
LC
3736
Lavaca Capital
Texas
$298M -$44M -13% 2.84% 46.5% 155 10.97%
QPWM
3737
Quadrant Private Wealth Management
Pennsylvania
$297M -$48.1M -14% 3.13% 87.9% 257 17.51%
IBT
3738
International Biotechnology Trust
United Kingdom
$297M -$31.7M -10% 7.62% 11.1% 70 20%
BRF
3739
B. Riley Financial
California
$297M -$89.1M -23% 18.5% 682% 32 34.38%
KFI
3740
Key Financial Inc
Pennsylvania
$297M -$5.22M -2% 4.05% 55.5% 1,412 7.08%
NFW
3741
Noble Family Wealth
Florida
$297M -$10.8M -4% 3.89% 56.1% 68 13.24%
SFA
3742
Source Financial Advisors
New York
$296M -$8.25M -3% 2.96% 18.5% 137 16.06%
ESB
3743
Essex Savings Bank
Connecticut
$296M -$3.2M -1% 0.81% 84.5% 243 11.93%
SFC
3744
Strategic Financial Concepts
Texas
$296M +$24.8M +9% 3.32% 56.8% 288 19.1%
ARAM
3745
Ardmore Road Asset Management
New York
$296M -$35.9M -11% 0.05% 245% 42 69.05%
WAS
3746
WESPAC Advisors SoCal
California
$296M +$3.9M +1% 2.31% 127% 93 16.13%
CSC
3747
Cove Street Capital
California
$296M -$26.6M -8% 6.99% 84.2% 85 10.59%
DBIA
3748
Dumont & Blake Investment Advisors
New Jersey
$296M -$11.9M -4% 3.15% 78.3% 195 4.62%
SAM
3749
Satovsky Asset Management
New York
$295M -$726K -0.2% 1.6% 53.6% 44 6.82%
GH
3750
Geisinger Health
Pennsylvania
$295M -$17.3M -6% 3.15% 5 20%