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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)
Davidson Capital Management
4726
Davidson Capital Management
Texas
$200M +$35.8M +22% 7.02% 79.4% 85 4.71% 1.9
Selective Wealth Management
4727
Selective Wealth Management
Virginia
$200M – – 5.08% 74.4% 118 – 2.5
West Branch Capital
4728
West Branch Capital
Massachusetts
$200M +$20.9M +12% 13.9% 156% 471 7.64% 2.2
Camarda Financial Advisors
4729
Camarda Financial Advisors
Florida
$200M +$67M +50% 9.34% 196% 88 47.73% 1.1
Congress Park Capital
4730
Congress Park Capital
New York
$200M +$7.85M +4% 10.3% 99.9% 137 8.03% 2.9
LFGO
4731
Legacy Financial Group (Oklahoma)
Oklahoma
$200M +$19.3M +11% 5.23% 64.2% 73 16.44% 0.4
Taylor Hoffman Wealth Management
4732
Taylor Hoffman Wealth Management
Virginia
$200M +$17.6M +10% 8.7% 47.8% 112 4.46% 3.9
Wynnefield Capital
4733
Wynnefield Capital
New York
$200M +$45.6M +30% 39.5% 52.1% 20 10% 3.7
3Chopt Investment Partners
4734
3Chopt Investment Partners
Virginia
$200M +$12.2M +7% 7.75% 116% 147 12.24% 0.5
Bell & Brown Wealth Advisors
4735
Bell & Brown Wealth Advisors
California
$200M +$12.2M +6% 7.18% 125% 70 4.29% 4.2
Stone House Capital Management
4736
Stone House Capital Management
Florida
$200M +$53.1M +36% 31.2% 151% 4 25% 0.8
Cota Capital Management
4737
Cota Capital Management
California
$199M +$14.6M +8% 11.4% 46% 11 0% 2.8
Magnolia Capital Advisors
4738
Magnolia Capital Advisors
Mississippi
$199M +$5.19M +3% 5.81% 78.7% 159 30.19% 1.8
Santori & Peters Inc
4739
Santori & Peters Inc
Pennsylvania
$199M +$13.6M +7% 7.35% 103% 56 14.29% 3.1
LWMM
4740
Legacy Wealth Management (Mississippi)
Mississippi
$199M +$18.2M +10% 8.36% 89.1% 76 10.53% 2.8
FSM Wealth Advisors
4741
FSM Wealth Advisors
Ohio
$199M +$27M +16% 6.42% 62.8% 178 19.66% 0.7
Pharo Management
4742
Pharo Management
New York
$199M +$3.49M +2% 0.24% – 8 50% 1
IP
4743
Isomer Partners
New York
$199M -$11.2M -5% 12.3% 57.2% 21 47.62% 1.1
Newport Capital Group
4744
Newport Capital Group
New Jersey
$199M +$112M +129% 7.62% – 69 73.91% 0.1
Bullseye Asset Management
4745
Bullseye Asset Management
Colorado
$199M +$3M +2% 6.22% 81% 74 6.76% 2.7
Golden Gate Private Equity
4746
Golden Gate Private Equity
California
$199M -$24.3M -11% 10.8% 8.72% 3 0% 2.3
GWM
4747
Gray Wealth Management
Maine
$199M +$15.6M +9% 5.96% 22.1% 134 9.7% 2.2
Forge First Asset Management
4748
Forge First Asset Management
Canada
$199M -$22.8M -10% 3.29% 112% 53 54.72% 0.3
Topel & Distasi Wealth Management
4749
Topel & Distasi Wealth Management
California
$199M +$7.15M +4% 3.92% 40% 72 0% 1.2
Sculati Wealth Management
4750
Sculati Wealth Management
Michigan
$199M +$10.4M +6% 7.57% 80.3% 114 9.65% 2.6