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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
CCM
3926
Cota Capital Management
California
$244M -$230M -49% 36.8% 46% 17 23.53%
GDS
3927
Gimbel Daniel Scott
$244M -$39.9M -14% 14% 57.1% 3 0%
V
3928
ValueWorks
New York
$244M -$61.2M -20% 15.4% 190% 39 5.13%
NW
3929
Naviter Wealth
Arkansas
$244M -$55.9M -19% 11.2% 87.1% 196 60.2%
QPWM
3930
Quadrant Private Wealth Management
Pennsylvania
$244M -$24.5M -9% 15.3% 87.9% 225 15.11%
WCAMG
3931
Woodard & Company Asset Management Group
North Carolina
$244M +$4.15M +2% 12.4% 84.8% 128 28.13%
RWI
3932
Red Wave Investments
Pennsylvania
$243M -$39.2M -14% 12.1% 58% 102 11.76%
IA
3933
IAM Advisory
Pennsylvania
$243M -$2.79M -1% 11% 74.5% 93 33.33%
MIC
3934
Meridian Investment Counsel
California
$243M -$44.3M -15% 13.1% 103% 220 7.27%
HCM
3935
Heathbridge Capital Management
Ontario, Canada
$243M -$71.4M -23% 16.7% 58.7% 28 10.71%
PB
3936
Pinnacle Bancorp
Nebraska
$243M -$45.2M -16% 15.2% 68.3% 776 7.22%
MWM
3937
MinichMacGregor Wealth Management
New York
$243M -$69.9M -22% 11.4% 119% 103 38.83%
MA
3938
Macellum Advisors
New York
$243M -$183M -43% 38.3% 6 33.33%
PCFFS
3939
Pacific Center for Financial Services
California
$242M -$37.2M -13% 13.5% 54.7% 420 10.71%
GI
3940
Glovista Investments
New Jersey
$242M -$94M -28% 9.03% 2.48% 63 38.1%
BCP
3941
Berkeley Capital Partners
Georgia
$242M -$8.51M -3% 12.6% 62.8% 164 21.34%
CGC
3942
Continental Grain Company
New York
$242M +$69.5M +40% 12.6% 5.73% 5 40%
RAM
3943
Riggs Asset Management
Pennsylvania
$242M -$99.4M -29% 13.1% 207% 349 20.34%
FAP
3944
Financial Advisory Partners
Florida
$242M -$28.2M -10% 11% 46.7% 73 12.33%
PAMI
3945
Perseverance Asset Management International
Cayman Islands
$242M +$113M +87% 16.4% 120% 15 53.33%
APP
3946
Alpha Paradigm Partners
Illinois
$242M -$11.7M -5% 17.9% 687 52.55%
AAM
3947
Ameraudi Asset Management
New York
$242M -$33.4M -12% 12.6% 47.1% 61 21.31%
CYG
3948
Clean Yield Group
Vermont
$242M -$41.2M -15% 10.4% 65% 490 17.96%
EWM
3949
Essex Woodlands Management
Texas
$242M -$172M -42% 39% 55% 9 0%
VM
3950
Venator Management
Pennsylvania
$242M -$72.2M -23% 23.2% 101% 34 38.24%