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
LCM
3301
Liberty Capital Management
Michigan
$189M +$6.61M +4% 277
DWM
3302
Dakota Wealth Management
Florida
$189M +$4M +2% 78
VW
3303
Vantage Wealth
California
$189M $0 0% 23
TCM
3304
Talara Capital Management
New Jersey
$189M -$3.78M -2% 19
BWM
3305
Brickley Wealth Management
California
$189M 23
NR
3306
Newfound Research
Massachusetts
$188M +$13.8M +8% 239
KCPG
3307
Kavar Capital Partners Group
Kansas
$188M +$5.72M +3% 116
WF
3308
WoodTrust Financial
Wisconsin
$188M 76
CA
3309
CastleArk Alternatives
Illinois
$188M 61
KFP
3310
Keystone Financial Planning
Ohio
$187M +$11.1M +6% 48
CCC
3311
Chelsea Counsel Company
California
$187M -$12.4M -6% 89
FIM
3312
Fernwood Investment Management
Massachusetts
$187M +$27.3M +17% 157
SSI
3313
Scott & Selber Inc
Texas
$187M +$13.8M +8% 75
HM
3314
Heronetta Management
New York
$187M +$6.38M +4% 33
RWA
3315
RGT Wealth Advisors
Texas
$187M +$36.4M +24% 109
DCCA
3316
D.C. Capital Advisors
New York
$187M +$35.3M +23% 28
SM
3317
Sciencast Management
New Jersey
$187M +$6.99M +4% 510
CWM
3318
Connecticut Wealth Management
Connecticut
$187M +$16.4M +10% 67
KIP
3319
Kayak Investment Partners
California
$186M -$5.1M -3% 21
MC
3320
MRJ Capital
New York
$186M +$8.38M +5% 56
MCM
3321
Mudrick Capital Management
New York
$186M 3
WSC
3322
Wellington Shields & Co
New York
$186M -$117M -39% 160
PC
3323
Permit Capital
Pennsylvania
$186M +$16.6M +10% 27
ECML
3324
Eagle Capital Management (Louisiana)
Louisiana
$186M +$10.4M +6% 45
DCM
3325
DAFNA Capital Management
California
$186M +$24.6M +15% 84