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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
EA
5101
Eudaimonia Advisors
Tennessee
$170M 8.6% 165
WDC
5102
Woodward Diversified Capital
California
$170M +$10.5M +7% 8.96% 84.1% 219 25.57%
EML
5103
Eos Management LP
New York
$170M +$9.09M +6% 5.46% 151% 30 3.33%
SAM
5104
Stone Asset Management
Texas
$170M 5.51% 42
BAM
5105
Bellevue Asset Management
Washington
$170M +$6.31M +4% 11.9% 51% 604 11.09%
FRM
5106
Fox Run Management
Connecticut
$170M +$10.9M +7% 5.19% 44.8% 780 86.28%
KCM
5107
Kempner Capital Management
Texas
$170M -$5.83M -3% 2.75% 60.9% 57 19.3%
7CM
5108
7G Capital Management
New York
$170M +$40.4M +31% 19.8% 128% 5 20%
CT
5109
Clearstead Trust
Maine
$170M +$11.6M +7% 10.8% 84.1% 204 7.35%
VAM
5110
Verity Asset Management
North Carolina
$169M +$14.9M +10% 7.22% 68.4% 227 28.63%
TFA
5111
Trinity Financial Advisors
Ohio
$169M +$19.8M +13% 7.94% 69.5% 67 29.85%
VWM
5112
Vigilare Wealth Management
Arizona
$169M +$7.51M +5% 8.96% 56.9% 206 22.82%
IVM
5113
InterWest Venture Management
California
$169M -$72.3M -30% 22.8% 57.6% 10 10%
CCM
5114
Cox Capital Management
Massachusetts
$169M +$20.6M +14% 12.7% 95.3% 82 10.98%
SCM
5115
Sterneck Capital Management
Missouri
$169M +$12M +8% 7.55% 52.9% 114 13.16%
WSL
5116
Western Standard LLC
California
$169M -$6.73M -4% 5.92% 68.9% 44 54.55%
DWMG
5117
DB Wealth Management Group
California
$169M +$13.8M +9% 7.6% 19% 369 7.59%
SFA
5118
Seneca Financial Advisors
New York
$169M +$18M +12% 6.54% 47.3% 49 22.45%
VFA
5119
Values First Advisors
Tennessee
$169M +$14.5M +9% 6.3% 70.5% 177 19.21%
NAG
5120
Northstar Advisory Group
New Jersey
$169M +$66.8M +65% 11.1% 141% 137 95.62%
DCM
5121
Decatur Capital Management
Georgia
$169M +$17.2M +11% 15.5% 132% 66 13.64%
TFA
5122
Triad Financial Advisors
North Carolina
$168M 9.59% 117
GC
5123
Grace Capital
Massachusetts
$168M +$5.88M +4% 7.42% 127% 167 17.96%
TAM
5124
Tabor Asset Management
New York
$168M +$1.2M +0.7% 4.82% 199% 52 65.38%
OFP
5125
OLIO Financial Planning
Virginia
$168M 4.11% 47.8% 41