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
EHWM
3226
Eads & Heald Wealth Management
Georgia
$145M -$360K -0.2% 135
WOC
3227
West Oak Capital
California
$145M +$6.63M +5% 398
GPC
3228
Guardian Point Capital
Virginia
$145M +$21.9M +18% 18
OWM
3229
Orgel Wealth Management
Wisconsin
$145M -$85.5M -37% 23
KCM
3230
Kempner Capital Management
Texas
$145M -$10.8M -7% 72
DSAM
3231
Dock Street Asset Management
Florida
$145M +$31.8M +28% 40
KAS
3232
Kemnay Advisory Services
New York
$145M +$15.9M +12% 42
KSA
3233
Ken Stern & Associates
California
$145M +$17.5M +14% 98
MKC
3234
M. Kraus & Co
Vermont
$145M +$4.72M +3% 52
CMP
3235
Courage Miller Partners
Virginia
$145M +$4.71M +3% 69
TSWM
3236
Triangle Securities Wealth Management
North Carolina
$145M +$10.6M +8% 129
FVCM
3237
F&V Capital Management
Florida
$145M +$10.4M +8% 59
CCM
3238
CWH Capital Management
Washington
$144M +$6.28M +5% 49
TFCP
3239
Twin Focus Capital Partners
Massachusetts
$144M +$17.9M +14% 101
HWA
3240
Heritage Wealth Advisors
Virginia
$144M -$3.7M -3% 100
OCM
3241
Orleans Capital Management
Louisiana
$144M +$628K +0.4% 89
AW
3242
Alpha Windward
Massachusetts
$144M +$5.4M +4% 457
DCM
3243
Destrier Capital Management
New York
$144M -$5.61M -4% 26
MAP
3244
Moody Aldrich Partners
Massachusetts
$144M +$22.6M +19% 108
SCM
3245
Southport Capital Management
Tennessee
$144M -$35.8M -20% 562
DCM
3246
DAFNA Capital Management
California
$144M +$17.4M +14% 105
CCM
3247
Crossvault Capital Management
Texas
$144M +$2.1M +1% 70
KC
3248
Kingfisher Capital
North Carolina
$143M -$8.08M -5% 134
WGCA
3249
Wolf Group Capital Advisors
Virginia
$143M +$7.97M +6% 110
LBS
3250
Lawrence B. Seidman
$143M -$3.28M -2% 31