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
WCM
2701
Waterstone Capital Management
Minnesota
$249M +$45.2M +22% 23
AEPG
2702
American Economic Planning Group
New Jersey
$249M +$15.1M +6% 80
TC
2703
Toews Corporation
New Jersey
$249M +$87.8M +55% 13
RWM
2704
RKL Wealth Management
Pennsylvania
$249M +$41.1M +20% 120
CRCM
2705
Cat Rock Capital Management
Connecticut
$248M +$70.3M +40% 8
PFM
2706
Peak Financial Management
Massachusetts
$248M +$17.8M +8% 47
FA
2707
FCG Advisors
New Jersey
$247M +$24.5M +11% 128
WWM
2708
Willingdon Wealth Management
North Carolina
$247M +$35.5M +17% 129
WIS
2709
Wright Investors Service
Connecticut
$247M +$16.2M +7% 254
GKFF
2710
George Kaiser Family Foundation
Oklahoma
$247M -$72.9M -23% 20
BRCA
2711
Birch Run Capital Advisors
Texas
$247M -$45.6M -16% 21
CCP
2712
Cryder Capital Partners
United Kingdom
$247M +$22.7M +10% 11
BCM
2713
Birmingham Capital Management
Alabama
$246M +$8.79M +4% 108
DW
2714
Domani Wealth
Pennsylvania
$246M -$1.5M -0.6% 106
GBBWRPM
2715
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$246M -$124M -33% 534
WPC
2716
White Pine Capital
Minnesota
$246M +$10.1M +4% 221
CRB
2717
Chad R. Baker
$246M +$19.6M +9% 64
AIS
2718
American Investment Services
Massachusetts
$246M +$6.32M +3% 110
MAM
2719
Marquette Asset Management
Minnesota
$246M +$13.6M +6% 93
CMG
2720
Cavalry Management Group
California
$245M +$93.9M +62% 31
LA
2721
Lynch & Associates
Indiana
$245M +$7.63M +3% 105
BCB
2722
Brian C. Broderick
$245M +$14.4M +6% 96
FRM
2723
Fox Run Management
Connecticut
$245M +$54.9M +29% 864
ACM
2724
Argyle Capital Management
Pennsylvania
$245M +$9.76M +4% 125
AC
2725
Abbrea Capital
California
$245M +$31.4M +15% 145