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
CCM
3301
Crestwood Capital Management
New York
$190M +$2.76M +1% 30
BHTS
3302
Bar Harbor Trust Services
Maine
$190M +$1.6M +0.8% 84
CCM
3303
Crossvault Capital Management
Texas
$190M +$15.4M +9% 64
FPS
3304
Fieldpoint Private Securities
Connecticut
$190M -$42.2M -18% 632
SA
3305
Sicart Associates
New York
$189M +$49.6M +35% 100
VFCM
3306
Valley Forge Capital Management
Florida
$189M +$31.7M +20% 8
UIA
3307
UG Investment Advisers
Taiwan
$189M -$16M -8% 7
SHI
3308
SV Health Investors
Massachusetts
$189M +$57.4M +44% 9
NSRI
3309
New Silk Road Investment
Singapore
$189M -$2.14M -1% 10
LCM
3310
Liberty Capital Management
Michigan
$189M +$6.61M +4% 277
DWM
3311
Dakota Wealth Management
Florida
$189M +$4M +2% 78
VW
3312
Vantage Wealth
California
$189M $0 0% 23
TCM
3313
Talara Capital Management
New Jersey
$189M -$3.78M -2% 19
BWM
3314
Brickley Wealth Management
California
$189M 23
NR
3315
Newfound Research
Massachusetts
$188M +$13.8M +8% 239
KCPG
3316
Kavar Capital Partners Group
Kansas
$188M +$5.72M +3% 116
WF
3317
WoodTrust Financial
Wisconsin
$188M 76
CA
3318
CastleArk Alternatives
Illinois
$188M 61
KFP
3319
Keystone Financial Planning
Ohio
$187M +$11.1M +6% 48
CCC
3320
Chelsea Counsel Company
California
$187M -$12.4M -6% 89
FIM
3321
Fernwood Investment Management
Massachusetts
$187M +$27.3M +17% 157
SSI
3322
Scott & Selber Inc
Texas
$187M +$13.8M +8% 75
HM
3323
Heronetta Management
New York
$187M +$6.38M +4% 33
RWA
3324
RGT Wealth Advisors
Texas
$187M +$36.4M +24% 109
DCCA
3325
D.C. Capital Advisors
New York
$187M +$35.3M +23% 28