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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
3951
Chesapeake Wealth Management
Virginia
$219M -$14.8M -6% 5.32% 57.5% 173 12.14%
SOCM
3952
SR One Capital Management
Pennsylvania
$219M +$14.4M +7% 9.64% 485% 4 0%
AGAM
3953
Avalon Global Asset Management
California
$219M -$110M -33% 5% 177% 49 53.06%
RCS
3954
Retirement Capital Strategies
California
$219M -$4.36M -2% 0.66% 50.2% 70 48.57%
FCT
3955
Family Capital Trust
Massachusetts
$219M -$33.8M -13% 11.7% 18.2% 51 1.96%
BCM
3956
Boltwood Capital Management
California
$218M -$12.6M -5% 5.91% 56.3% 153 10.46%
EPCA
3957
Elizabeth Park Capital Advisors
Ohio
$218M -$14.2M -6% 1.93% 77.8% 58 13.79%
APA
3958
Arisaig Partners (Asia)
Singapore
$218M -$32.3M -13% 3.86% 8 0%
LGA
3959
Lebenthal Global Advisors
New York
$218M +$12.1M +6% 5.38% 33.1% 141 26.24%
WAM
3960
Wakefield Asset Management
Colorado
$218M -$15.7M -7% 1.07% 111% 220 55%
BWM
3961
Biltmore Wealth Management
Arizona
$218M -$9.57M -4% 4.57% 55.6% 52 15.38%
CSUI
3962
Cincinnati Specialty Underwriters Insurance
Ohio
$218M -$14.6M -6% 5.75% 110% 39 5.13%
DI
3963
Disciplined Investments
Oklahoma
$218M -$3.63M -2% 4.67% 41.9% 1,724 7.48%
MVG
3964
Madrona Venture Group
Washington
$218M +$1.94M +0.9% 4.34% 233% 6 0%
AA
3965
Auxano Advisors
Washington
$217M +$15.4M +8% 2.91% 80.2% 103 31.07%
RCP
3966
Rothschild Capital Partners
New York
$217M -$21.7M -9% 3.93% 81.8% 30 0%
CFG
3967
Compton Financial Group
Maryland
$217M -$4.16M -2% 5.75% 29.1% 33 9.09%
PPWP
3968
Proquility Private Wealth Partners
Nevada
$217M -$15.9M -7% 6.44% 19.4% 92 10.87%
WCAMG
3969
Woodard & Company Asset Management Group
North Carolina
$217M -$26.3M -11% 4.1% 84.8% 109 12.84%
HAC
3970
Harbor Advisory Corp
New Hampshire
$217M -$11M -5% 5.79% 49.2% 79 11.39%
HC
3971
Hendley & Co
Ohio
$217M -$16.4M -7% 4.88% 54.8% 62 12.9%
KWA
3972
KCS Wealth Advisory
California
$217M -$8.08M -4% 5.59% 45.3% 161 18.63%
JAM
3973
JCIC Asset Management
Ontario, Canada
$217M +$31M +17% 5.59% 124 18.55%
VST
3974
Van Strum & Towne
California
$217M -$18.1M -8% 5.88% 50.9% 95 4.21%
1CP
3975
11 Capital Partners
Connecticut
$217M -$5.63M -3% 3.17% 72.5% 17 41.18%