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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)
DTC
5501
Davidson Trust Company
Washington
$119M +$2.67M +2% 5.9% 77% 124 5.65% 1.1
PWM
5502
Purus Wealth Management
California
$119M +$6.81M +6% 1.89% 174% 85 14.12% 0.2
SCM
5503
Solas Capital Management
Connecticut
$119M -$12.2M -9% 30.5% 62.5% 33 42.42% 1.1
FA
5504
Fermata Advisors
California
$119M – – 3.38% 58.3% 70 – 0
CPIM
5505
Coalescence Partners Investment Management
New York
$119M -$75.3M -39% 8.94% – 10 50% 0.3
GPC
5506
Greenstone Partners & Co
California
$119M +$2.11M +2% 3.84% 527% 10 0% 0.3
PFA
5507
Peak Financial Advisors
Colorado
$119M +$2.56M +2% 9.95% 40.1% 84 52.38% 0.1
AFR
5508
Applied Fundamental Research
Massachusetts
$119M +$13.7M +13% 15.9% 44.6% 11 0% 0.3
ACM
5509
Altai Capital Management
California
$119M +$43.8M +59% 15.2% 24.9% 9 66.67% 0.4
AM
5510
Ampfield Management
New York
$118M – – 14.5% 56.9% 21 – 0
CFSG
5511
Clark Financial Services Group
Missouri
$118M – – 6.1% 102% 61 – 0.5
PCC
5512
Park Circle Company
Maryland
$118M +$12.5M +12% 8.99% 70.5% 103 13.59% 2.1
MA
5513
Mosaic Advisors
Texas
$118M +$8.78M +8% 3.69% 50.9% 40 37.5% 0.2
PP
5514
Patron Partners
Texas
$118M +$14.5M +14% 4.58% 90.2% 170 20% 0.2
RWM
5515
RBA Wealth Management
California
$118M -$48.2M -29% 8.59% 77.7% 281 79.72% 0.4
CCM
5516
Chiron Capital Management
Florida
$118M -$3.62M -3% 5.62% – 89 31.46% 0.4
PWM
5517
Peterson Wealth Management
Nevada
$118M -$5.38M -4% 1.62% 78% 50 26% 0.9
AWM
5518
AAF Wealth Management
Massachusetts
$118M +$7.34M +7% 7.87% 65.8% 23 8.7% 0.3
IWP
5519
Innova Wealth Partners
Pennsylvania
$118M +$10.7M +10% 5.11% 68% 64 14.06% 0.2
YCM
5520
Yaupon Capital Management
New York
$118M -$68M -37% 15.9% 122% 83 71.08% 0.3
POIA
5521
Pin Oak Investment Advisors
Texas
$118M -$3.89M -3% 11.1% 62.7% 441 12.7% 2.2
FDS
5522
First Dallas Securities
Texas
$118M +$6.82M +6% 15.9% 163% 111 17.12% 2.9
Vanguard Capital Wealth Advisors
5523
Vanguard Capital Wealth Advisors
Colorado
$118M +$8.81M +8% 4.18% 234% 176 42.05% 1.5
CC
5524
Coann Capital
Connecticut
$117M +$6.76M +6% 5.45% – 22 63.64% 0.1
BG
5525
BRX Global
New York
$117M +$1.84M +2% 2.66% 65.8% 9 0% 0.3