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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
DCM
3901
Disciplina Capital Management
Tennessee
$155M +$18.3M +13% 10.3% 30% 19 21.05%
DCM
3902
Delta Capital Management
New Jersey
$155M +$15.7M +11% 10.7% 125% 68 14.71%
WAAG
3903
Wealth Alliance Advisory Group
Kansas
$155M +$21.4M +16% 11.7% 66.9% 132 15.15%
SCA
3904
Stuart Chaussee & Associates
California
$155M +$23.8M +18% 11.9% 58.6% 134 11.94%
MIC
3905
MU Investments Company
Japan
$155M +$21.1M +16% 15.1% 40.4% 26 0%
MAP
3906
Milestone Advisory Partners
North Carolina
$155M +$39.4M +34% 8.4% 19.7% 51 19.61%
PHAM
3907
Palisades Hudson Asset Management
Florida
$155M -$16.1M -9% 12.2% 66.8% 115 16.52%
PWSG
3908
Pacific Wealth Strategies Group
California
$155M +$15.4M +11% 12.7% 75.5% 84 8.33%
RAG
3909
Roof Advisory Group
Pennsylvania
$155M +$14.6M +10% 11.8% 34 8.82%
KM
3910
Kalos Management
Georgia
$155M -$50.6M -25% 11.8% 48.5% 194 21.13%
CAM
3911
Concorde Asset Management
Michigan
$155M +$36.5M +31% 13.7% 216 26.85%
BRA
3912
Biechele Royce Advisors
Indiana
$154M +$15.4M +11% 9.45% 39.2% 50 16%
AIA
3913
Ally Invest Advisors
North Carolina
$154M +$30.9M +25% 8.95% 41.1% 10 10%
SGCA
3914
Steel Grove Capital Advisors
Tennessee
$154M -$553M -78% 12.7% 93% 320 66.25%
BC
3915
Breakline Capital
New York
$154M +$42.7M +38% 31% 48 62.5%
HKIM
3916
Hayek Kallen Investment Management
Alabama
$154M +$14.6M +10% 12.3% 71.9% 70 10%
BE
3917
Bonness Enterprises
District of Columbia
$154M +$20.9M +16% 15.1% 94.6% 44 2.27%
SCM
3918
Springhouse Capital Management
Connecticut
$154M -$52.9M -26% 11.8% 52% 25 40%
TCMI
3919
Technology Crossover Management IX
California
$154M -$2.4M -2% 1.18% 13% 3 0%
CJA
3920
C-J Advisory
California
$154M +$17M +12% 10.7% 39.2% 190 22.11%
TAM
3921
Taylor Asset Management
Ontario, Canada
$154M +$2.65M +2% 15% 12.9% 37 40.54%
BI
3922
Ballast Inc
Kentucky
$153M +$23.3M +18% 11.3% 66% 101 18.81%
CFS
3923
CRA Financial Services
New Jersey
$153M +$14.9M +11% 13.6% 78.9% 144 9.72%
BCM
3924
Boltwood Capital Management
California
$153M +$7.29M +5% 11.6% 56.3% 131 9.92%
TGI
3925
TRV GP II
Massachusetts
$153M +$52.7M +52% 60.7% 20.8% 4 25%