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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)
CCM
6426
Chicago Capital Management
Illinois
$91.1M -$19.1M -17% 26.8% 295% 33 57.58% 0.3
TBNY
6427
Trustco Bank (New York)
New York
$91M +$517K +0.6% 4.62% 131% 67 5.97% 6.1
MSA
6428
McAlister Sweet & Associates
Texas
$90.9M +$23.5M +35% 9.8% 83.6% 31 29.03% 0.7
LODC
6429
Lanham O'Dell & Company
West Virginia
$90.9M +$45.1M +98% 0.73% 81% 22 36.36% 0.8
CGA
6430
Channing Global Advisors
Florida
$90.9M +$3.82M +4% 12.6% 131% 50 20% 0.9
FFWM
6431
Future Financial Wealth Management
Ohio
$90.7M +$2.9M +3% 3.45% 65.2% 126 21.43% 1.7
WPA
6432
Winning Points Advisors
Florida
$90.7M +$12.2M +16% 10.1% – 45 6.67% 4.1
LTL
6433
Lowery Thomas LLC
California
$90.7M +$7.41M +9% 6.24% 74.7% 46 23.91% 0.9
TC
6434
Touchstone Capital
Pennsylvania
$90.6M +$4.97M +6% 11.6% – 19 10.53% 1.7
EWM
6435
Echo Wealth Management
Minnesota
$90.6M -$3.31M -4% 6.99% 42.9% 45 17.78% 1.4
CIM
6436
Courant Investment Management
Tennessee
$90.4M -$12.3M -12% 1.03% 35.2% 9 0% 4.7
SAM
6437
Soditic Asset Management
United Kingdom
$90.3M +$9.57M +12% 3.06% 23.4% 10 10% 1.9
SWM
6438
SFG Wealth Management
Maryland
$90.3M +$9.27M +11% 7.79% 82.1% 95 31.58% 0.9
CWMGP
6439
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$90.2M -$2.72M -3% 6.75% 75.9% 66 22.73% 1
BCP
6440
Bluegrass Capital Partners
Florida
$90.1M +$9.72M +12% 7.9% 60.1% 14 21.43% 1.5
WC
6441
Wealth CMT
New Jersey
$89.9M -$98.4M -52% 4.44% 25% 37 45.95% 0.9
WCM
6442
Wavelength Capital Management
Connecticut
$89.8M +$5.44M +6% 2.26% – 13 7.69% 1.1
PGWM
6443
Pitti Group Wealth Management
New York
$89.6M +$5.8M +7% 8.92% 65.3% 72 11.11% 0.9
EPL
6444
EDBI Pte Ltd
Singapore
$89.3M +$10.8M +14% 14.6% 6.21% 20 5% 1.1
HPM
6445
Hudson Portfolio Management
New York
$89.3M -$1.11M -1% 4.24% – 108 10.19% 1.6
RHCA
6446
Rosenthal Henry Capital Advisors
Indiana
$89M -$22.6M -20% 13.2% 91.9% 50 18% 2.7
AFP
6447
Alpha Financial Partners
Kentucky
$88.9M +$6.43M +8% 4.33% 61.8% 92 15.22% 0.2
KCM
6448
KRS Capital Management
Michigan
$88.8M +$15.7M +21% 24.1% 272% 115 12.17% 1
PHIMC
6449
Private Harbour Investment Management & Counsel
Ohio
$88.8M -$1.89M -2% 7.32% 82.6% 47 6.38% 5.7
OCM
6450
Orser Capital Management
Texas
$88.7M +$19.4M +28% 15% 128% 54 18.52% 3.2