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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)
CWM
3801
Catamount Wealth Management
Connecticut
$146M -$62.3M -30% 13.2% 70.7% 237 36.29% 1.7
GCM
3802
Galibier Capital Management
Ontario, Canada
$146M – – 16.7% 66.8% 30 – 0
Avestar Capital
3803
Avestar Capital
New York
$146M -$26.6M -15% 13% 101% 1,073 19.48% 0.8
LWA
3804
Lowe Wealth Advisors
Maryland
$146M -$22.7M -13% 9.14% 63.3% 324 18.52% 2.7
AAM
3805
Augustine Asset Management
Florida
$146M -$34.3M -19% 12.1% 316% 83 19.28% 2.4
AC
3806
Antara Capital
New York
$146M – – 3.47% 39.8% 30 – 0
WWM
3807
Windsor Wealth Management
Indiana
$146M -$7.82M -5% 11.5% 37.3% 143 16.08% 0.8
MinichMacGregor Wealth Management
3808
MinichMacGregor Wealth Management
New York
$146M -$5.4M -4% 11.1% 130% 609 89.33% 2
BCM
3809
Boltwood Capital Management
California
$146M -$21.6M -13% 10.2% 63% 137 15.33% 3.6
O'Brien Wealth Partners
3810
O'Brien Wealth Partners
Massachusetts
$146M -$7.85M -5% 13% 56.7% 226 82.3% 1.6
RM
3811
RP Management
New York
$146M – – 15.7% 208% 4 – 0
Chandler Asset Management
3812
Chandler Asset Management
California
$146M $0 0% 12.3% 35.6% 19 0% 0.8
SKK
3813
Shepherd Kaplan Krochuk
Massachusetts
$146M -$48.5M -25% 15.6% 38.5% 258 35.27% 2
IP
3814
Intellectus Partners
California
$146M -$140M -49% 14.1% 157% 607 59.14% 1.6
Clearline Capital
3815
Clearline Capital
New York
$146M -$23.1M -14% 27.2% 57.4% 76 56.58% 0.3
SCP
3816
Silverleafe Capital Partners
Tennessee
$146M -$18.2M -11% 14.7% 87.7% 84 42.86% 0.6
FNBOH
3817
First National Bank of Hutchinson
Kansas
$146M -$30.1M -17% 14.9% 121% 93 20.43% 2.6
PIM
3818
Progressive Investment Management
Oregon
$146M -$22M -13% 14.7% 126% 37 10.81% 3.4
FA
3819
FC Advisory
Pennsylvania
$146M -$14.6M -9% 8.64% 46.6% 54 18.52% 2.6
Providence Capital Advisors
3820
Providence Capital Advisors
North Carolina
$145M -$7.75M -5% 12.9% 47.4% 280 18.21% 0.8
V
3821
ValueWorks
New York
$145M -$12.4M -8% 19.5% 190% 39 30.77% 2.3
KCM
3822
Kempner Capital Management
Texas
$145M -$10.6M -7% 14.7% 60.9% 51 9.8% 3.4
HCIA
3823
Hochman Cole Investment Advisors
Illinois
$145M -$15.2M -9% 12.7% 42.7% 123 26.83% 2
Bernicke Wealth Management
3824
Bernicke Wealth Management
Wisconsin
$145M -$5.24M -3% 5.12% – 48 4.17% 2.3
RW
3825
REDW Wealth
New Mexico
$145M -$5.56M -4% 7.37% 54.1% 89 16.85% 1.6