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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
CRIG
5026
Charter Research & Investment Group
Connecticut
$86.7M +$10.8M +14% 18.1% 82.3% 76 6.58%
LF
5027
LifeSteps Financial
California
$86.6M -$258K -0.3% 19.4% 88% 86 27.91%
NCM
5028
NovaQuest Capital Management
North Carolina
$86.3M +$51.2M +146% 155% 45.1% 2 0%
EPWM
5029
Essex Private Wealth Management
Massachusetts
$86.2M +$9.57M +12% 16.6% 29.3% 60 15%
PIC
5030
Portland Investment Counsel
Ontario, Canada
$86.2M +$6.6M +8% 20.5% 108% 35 34.29%
RRWA
5031
Rainey & Randall Wealth Advisors
Florida
$86.1M +$22.2M +35% 14.9% 47.8% 22 31.82%
NVPX
5032
Norwest Venture Partners XII
California
$86M +$16.2M +23% 31.3% 2 0%
ICM
5033
Islay Capital Management
Texas
$86M +$9.59M +13% 17.6% 66.3% 325 42.77%
WB
5034
West Bancorporation
Iowa
$86M +$14M +19% 20.3% 64.4% 313 16.61%
SAM
5035
Stringer Asset Management
Tennessee
$85.9M +$26M +43% 16.2% 16.4% 40 60%
Vanguard Capital Wealth Advisors
5036
Vanguard Capital Wealth Advisors
Colorado
$85.7M 35% 225% 118
DCM
5037
Dean Capital Management
Kansas
$85.7M +$18.4M +27% 23.9% 89.7% 167 43.71%
RF
5038
RHS Financial
California
$85.5M +$10.9M +15% 11.4% 57.8% 64 14.06%
EM
5039
Endicott Management
New York
$85.5M +$14M +20% 22.9% 229% 14 100%
LCM
5040
LDR Capital Management
New York
$85.5M +$27.8M +48% 16.8% 38.9% 16 31.25%
EFEM
5041
Eos Focused Equity Management
New York
$85.5M +$18.4M +27% 29.1% 55.7% 39 51.28%
MCM
5042
Mork Capital Management
California
$85.1M +$12.1M +17% 28.9% 61.9% 99 15.15%
AF
5043
Aldebaran Financial
$85.1M -$17.3M -17% 20.7% 89.7% 89 13.48%
CG
5044
Cynosure Group
Utah
$85M -$54.8M -39% 14.4% 56.8% 68 79.41%
SC
5045
Spinnaker Capital
Massachusetts
$84.7M +$21.5M +34% 34.1% 12.4% 2 0%
LWP
5046
Legacy Wealth Planning
Nevada
$84M +$21.5M +34% 16.6% 14.6% 85 24.71%
BCP
5047
Blackhawk Capital Partners
Wisconsin
$83.9M -$28.2M -25% 18% 87.2% 108 57.41%
WGA
5048
Weather Gauge Advisory
Virginia
$83.8M +$1.06M +1% 15.6% 39.9% 81 6.17%
AWM
5049
Alterna Wealth Management
Texas
$83.7M +$14.6M +21% 14.7% 48% 116 53.45%
SHWM
5050
Silicon Hills Wealth Management
Texas
$83.5M +$7.82M +10% 18% 30.9% 74 14.86%