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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
GCM
7401
Graver Capital Management
Ohio
$113M +$15M +15% 7.85% 26 3.85%
SAM
7402
Seelaus Asset Management
New Jersey
$113M +$8.13M +8% 11.1% 122% 190 16.32%
NFP
7403
NorthLanding Financial Partners
New York
$113M +$11.1M +11% 7.44% 48.7% 42 7.14%
JAA
7404
Joel Adams & Associates
North Carolina
$113M +$1.83M +2% 5.38% 64 9.38%
SEA
7405
Stegent Equity Advisors
Texas
$113M +$14.4M +15% 9.71% 91.5% 113 21.24%
AFR
7406
Applied Fundamental Research
Massachusetts
$113M -$6.48M -5% 11.9% 44.6% 13 23.08%
SAM
7407
Sherman Asset Management
California
$113M +$8.11M +8% 11.8% 156 8.97%
LCG
7408
Lakeshore Capital Group
Illinois
$113M +$9.07M +9% 8.03% 80 8.75%
DFC
7409
DB Fitzpatrick & Co
Idaho
$113M +$7.52M +7% 5.6% 37.1% 104 8.65%
MSA
7410
McAlister Sweet & Associates
Texas
$113M -$19.4M -15% 10.2% 75.8% 34 32.35%
ACM
7411
Ascent Capital Management
Oregon
$113M +$13.3M +13% 12.5% 67 20.9%
AIP
7412
Arrowpoint Investment Partners
Singapore
$113M -$731M -87% 19.5% 928 95.91%
BWM
7413
Bosman Wealth Management
California
$113M +$14.1M +14% 33.1% 52 44.23%
DFP
7414
Defined Financial Planning
California
$113M +$13.9M +14% 9.78% 95 47.37%
FF
7415
Fortitude Financial
Washington
$113M +$7.54M +7% 7.51% 50 78%
OP
7416
Orvieto Partners
Massachusetts
$112M -$1.54M -1% 2.17% 41 17.07%
EVC
7417
Emeth Value Capital
Louisiana
$112M +$208K +0.2% 1.07% 5 0%
RA
7418
Rovida Advisors
Florida
$112M -$21.1M -16% 4.01% 24.8% 16 50%
VFP
7419
Vested Financial Planning
California
$112M +$12.3M +12% 7.41% 28 10.71%
IVP
7420
Intrinsic Value Partners
Arizona
$112M +$11.1M +11% 11% 126% 71 12.68%
WWA
7421
Wingate Wealth Advisors
Massachusetts
$112M +$25.4M +29% 7.25% 105 16.19%
MIA
7422
MeadowBrook Investment Advisors
Michigan
$112M +$4.87M +5% 8.08% 299 30.43%
FA
7423
Freestate Advisors
Kansas
$112M +$11.2M +11% 4.49% 47 21.28%
NCTC
7424
New Covenant Trust Company
Indiana
$112M +$17.3M +18% 10.8% 90 12.22%
ACM
7425
Ativo Capital Management
Illinois
$112M -$4.93M -4% 6.29% 63.8% 61 19.67%