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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
DTC
5376
Davidson Trust Company
Washington
$119M +$2.67M +2% 5.9% 54.5% 124 5.65%
PWM
5377
Purus Wealth Management
California
$119M +$6.81M +6% 1.89% 156% 85 14.12%
SCM
5378
Solas Capital Management
Connecticut
$119M -$12.2M -9% 30.5% 41.5% 33 42.42%
CPIM
5379
Coalescence Partners Investment Management
New York
$119M -$75.3M -39% 8.94% 10 50%
GPC
5380
Greenstone Partners & Co
California
$119M +$2.11M +2% 3.84% 492% 10 0%
PFA
5381
Peak Financial Advisors
Colorado
$119M +$2.56M +2% 9.95% 40.1% 84 52.38%
AFR
5382
Applied Fundamental Research
Massachusetts
$119M +$13.7M +13% 15.9% 38% 11 0%
ACM
5383
Altai Capital Management
California
$119M +$43.8M +59% 15.2% 8.09% 9 66.67%
AM
5384
Ampfield Management
New York
$118M 14.5% 52.5% 21
CFSG
5385
Clark Financial Services Group
Missouri
$118M 6.1% 102% 61
PCC
5386
Park Circle Company
Maryland
$118M +$12.5M +12% 8.99% 58.1% 103 13.59%
MA
5387
Mosaic Advisors
Texas
$118M +$8.78M +8% 3.69% 39.8% 40 37.5%
PP
5388
Patron Partners
Texas
$118M +$14.5M +14% 4.58% 69.3% 170 20%
RWM
5389
RBA Wealth Management
California
$118M -$48.2M -29% 8.59% 77.7% 281 79.72%
CCM
5390
Chiron Capital Management
Florida
$118M -$3.62M -3% 5.62% 89 31.46%
PWM
5391
Peterson Wealth Management
Nevada
$118M -$5.38M -4% 1.62% 68.5% 50 26%
AWM
5392
AAF Wealth Management
Massachusetts
$118M +$7.34M +7% 7.87% 65.8% 23 8.7%
IWP
5393
Innova Wealth Partners
Pennsylvania
$118M +$10.7M +10% 5.11% 68% 64 14.06%
YCM
5394
Yaupon Capital Management
New York
$118M -$68M -37% 15.9% 106% 83 71.08%
POIA
5395
Pin Oak Investment Advisors
Texas
$118M -$3.89M -3% 11.1% 55.7% 441 12.7%
FDS
5396
First Dallas Securities
Texas
$118M +$6.82M +6% 15.9% 134% 111 17.12%
VCWA
5397
Vanguard Capital Wealth Advisors
Colorado
$118M +$8.81M +8% 4.18% 225% 176 42.05%
CC
5398
Coann Capital
Connecticut
$117M +$6.76M +6% 5.45% 22 63.64%
BG
5399
BRX Global
New York
$117M +$1.84M +2% 2.66% 80.7% 9 0%
DP
5400
Divergent Planning
Maryland
$117M +$12.8M +12% 4.7% 43.3% 17 17.65%