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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)
VI
8601
VanderPol Investments
Michigan
$57.5M -$190K -0.3% 0.83% – 61 11.48% 1.2
BWA
8602
Bestgate Wealth Advisors
Maryland
$56.9M +$270K +0.5% 2.08% – 58 10.34% 0.9
HPCM
8603
Hein Park Capital Management
New York
$56.5M -$29M -34% 13.5% 122% 3 66.67% 0.4
CFG
8604
CMC Financial Group
Georgia
$56M +$2.02M +4% 4.98% 102% 45 46.67% 1.2
SRF
8605
Silver Rock Financial
California
$55.9M -$13.4M -19% 10.3% 2.58% 28 10.71% 2.3
JWBC
8606
John W. Brooker & Co
California
$55.9M +$6.63M +13% 1.01% 38.4% 62 30.65% 2.5
CPM
8607
Connective Portfolio Management
New York
$55.5M -$1.1M -2% 12.1% 448% 52 53.85% 1
Valor Management
8608
Valor Management
Illinois
$55.1M -$12.2M -18% 27.2% 14.5% 4 25% 2.1
MVF
8609
Markin Volterra Fund
New York
$55M – – 19.8% – 42 – 0
PCA
8610
PMV Capital Advisers
Texas
$54.9M +$3.39M +7% 1.69% – 89 42.7% 0.6
MIRH
8611
Madison International Realty Holdings
New York
$54.9M -$24M -30% 2.11% – 1 0% 7.5
TCM
8612
Tanaka Capital Management
New York
$54.8M -$711K -1% 19.6% – 44 0% 8.1
DFA
8613
Davies Financial Advisors
California
$54.1M -$69.1M -56% 4.07% – 64 29.69% 1.5
OFA
8614
Oaktree Fund Advisors
California
$54M -$262K -0.5% 10.6% 132% 19 15.79% 1.8
FCM
8615
Firsthand Capital Management
California
$53.9M -$5.71M -10% 0.22% 265% 49 8.16% 3.5
CAS
8616
CTC Alternative Strategies
Illinois
$53.4M -$8.67M -14% 2.54% 111% 107 89.72% 0.1
CM
8617
Crestline Management
Texas
$53.3M -$4.76M -8% 13% 80.2% 3 0% 5.2
GIM
8618
Groesbeck Investment Management
New Jersey
$53M +$1.75M +3% 2.82% 147% 94 40.43% 3.9
PEWA
8619
Pacific Excel Wealth Advisors
California
$52.9M – – 2.3% – 90 – 0
WFA
8620
Wells Financial Advisors
Massachusetts
$52.6M -$22.1M -30% 2.15% 54% 78 16.67% 3
MA
8621
Mosaic Advisors
Texas
$52.2M +$10.9M +26% 2% 50.9% 29 55.17% 0.5
LFG
8622
Lockerman Financial Group
California
$52.1M -$27.2M -34% 1.27% 62.6% 126 41.27% 1.7
RCM
8623
Riverpark Capital Management
New York
$51.7M -$3.63M -7% 2.38% 152% 37 2.7% 5.6
FCM
8624
Floyd Capital Management
Texas
$51.5M -$149M -74% 2.36% – 1 0% 1
7IH
8625
72 Investment Holdings
Connecticut
$50.6M -$17.4M -26% 231% 1,556% 5 0% 3