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
C
2976
Chescapmanager
Maryland
$626M +$30.2M +5% 20
SIC
2977
SFE Investment Counsel
California
$626M +$58.4M +10% 152
WIM
2978
Westside Investment Management
California
$626M +$86.7M +16% 1,440
SPA
2979
Sentinel Pension Advisors
Massachusetts
$625M +$31.4M +5% 127
HIG
2980
Heritage Investment Group
Florida
$625M +$44.4M +8% 115
CPG
2981
Cornerstone Planning Group
New Jersey
$624M +$134M +27% 1,780
ERWM
2982
Elk River Wealth Management
Colorado
$624M +$42.7M +7% 102
VHMC
2983
Value Holdings Management Company
New York
$624M +$57.6M +10% 33
GCIA
2984
Gabelli & Co Investment Advisers
New York
$624M -$27.5M -4% 347
TCM
2985
Towercrest Capital Management
Pennsylvania
$623M +$63.2M +11% 99
HCP
2986
Holt Capital Partners
Texas
$623M +$42.6M +7% 148
AP
2987
Affinity Partners
Florida
$623M -$81M -12% 1
MCM
2988
Masters Capital Management
Georgia
$623M +$103M +20% 87
NB
2989
Nicolet Bankshares
Wisconsin
$622M +$43.5M +8% 224
MMPW
2990
Mitchell McLeod Pugh & Williams
Alabama
$622M +$85M +16% 295
DS
2991
Dudley & Shanley
Florida
$622M -$15.3M -2% 37
FFWA
2992
FRG Family Wealth Advisors
Washington
$621M +$45.9M +8% 160
SRFM
2993
Shannon River Fund Management
New York
$621M -$28.2M -4% 28
SA
2994
Strategic Advisors
New York
$620M +$111M +22% 190
SMA
2995
Seven Mile Advisory
New Jersey
$619M +$453M +272% 306
B
2996
Bellecapital
Switzerland
$619M +$56M +10% 147
WRPWM
2997
Werba Rubin Papier Wealth Management
California
$619M +$86.9M +16% 256
WGC
2998
Watts Gwilliam & Co
Arizona
$619M +$10M +2% 225
BBL
2999
Beck Bode LLC
Massachusetts
$619M +$28M +5% 113
SFS
3000
Security Financial Services
Indiana
$619M +$52.3M +9% 207