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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
MYIA
2126
Mount Yale Investment Advisors
Colorado
$766M +$53.7M +8% 6.17% 81.9% 462 26.19%
RW
2127
RVW Wealth
California
$766M +$84M +12% 6.13% 59.3% 105 11.43%
CHAM
2128
Clear Harbor Asset Management
Connecticut
$765M +$68.6M +10% 7.44% 98.6% 386 32.38%
NC
2129
NewSquare Capital
Pennsylvania
$763M +$48.8M +7% 6.17% 76.5% 380 20%
WCM
2130
Wallace Capital Management
Texas
$763M +$104M +16% 10.3% 62.3% 70 7.14%
MCM
2131
Maltese Capital Management
New York
$763M +$115M +18% 23.5% 114% 181 33.7%
TCM
2132
Tensile Capital Management
California
$762M -$90.1M -11% 6.28% 47.7% 19 15.79%
DWM
2133
Dakota Wealth Management
Florida
$762M -$6.72M -0.9% 5.23% 112% 365 26.3%
SFG
2134
Sage Financial Group
Pennsylvania
$762M +$33.1M +5% 6.57% 62% 71 7.04%
CTA
2135
Colonial Trust Advisors
South Carolina
$761M +$40.2M +6% 5.43% 80% 181 9.39%
SF
2136
Summit Financial
New Jersey
$758M +$47.1M +7% 6.15% 81.8% 57 10.53%
PFC
2137
Phocas Financial Corp
California
$758M +$104M +16% 21.9% 220 45.45%
PS
2138
Presima Securities
Quebec, Canada
$758M +$80.2M +12% 8.47% 10.3% 56 26.79%
SFI
2139
SPC Financial Inc
Maryland
$758M +$47.2M +7% 9.1% 65.1% 175 15.43%
BWC
2140
Blue Whale Capital
United Kingdom
$758M +$55.4M +8% 0.3% 405% 20 20%
JLBC
2141
J.L. Bainbridge & Co
Florida
$758M +$47.6M +7% 6.68% 93.8% 93 16.13%
ELFC
2142
E-L Financial Corp
Ontario, Canada
$757M +$31.8M +4% 6% 68.6% 1 0%
TAM
2143
Third Avenue Management
New York
$756M +$43.4M +6% 22% 113% 65 7.69%
CU
2144
CDAM (UK)
United Kingdom
$756M +$100M +15% 10.3% 7.89% 14 21.43%
PIM
2145
Parker Investment Management
California
$756M +$174M +30% 8.93% 208% 52 30.77%
SCA
2146
Stonebridge Capital Advisors
Minnesota
$756M +$95.1M +14% 7.44% 80.1% 987 80.75%
SJIC
2147
St. James Investment Company
Texas
$755M -$20.3M -3% 4.14% 43.8% 38 5.26%
SWM
2148
SeaCrest Wealth Management
New York
$755M +$44M +6% 6.41% 142% 696 16.09%
AIM
2149
Aigen Investment Management
New York
$755M -$11.4M -1% 5.73% 55.5% 1,003 66.9%
TCM
2150
TD Capital Management
Tennessee
$755M +$30.1M +4% 3.32% 40.5% 339 18.29%