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
CWM
3351
Cedar Wealth Management
California
$146M +$595K +0.4% 142
AP
3352
Agilis Partners
Massachusetts
$146M -$128M -47% 19
MKC
3353
M. Kraus & Co
Vermont
$146M +$1.47M +1% 50
SFS
3354
Summit Financial Strategies
Ohio
$146M +$3.71M +3% 45
DJC
3355
Daily Journal Corp
California
$146M +$33.3M +29% 4
LWA
3356
Lowe Wealth Advisors
Maryland
$146M -$1.47M -1% 265
CCPM
3357
Cooper Creek Partners Management
New York
$146M -$16.9M -10% 39
FDS
3358
First Dallas Securities
Texas
$146M +$11.4M +8% 120
FM
3359
Family Management
New York
$146M -$30.7M -17% 85
SCM
3360
Stanley Capital Management
Texas
$146M +$19.3M +15% 36
PC
3361
Permit Capital
Pennsylvania
$146M -$1.96M -1% 33
ACM
3362
Alpha Capital Management
Texas
$146M +$8.04M +6% 102
NVPX
3363
Norwest Venture Partners X
California
$146M +$32.5M +29% 3
AC
3364
Adelphi Capital
United Kingdom
$145M -$29.1M -17% 2
WAS
3365
Winch Advisory Services
Wisconsin
$145M +$22.6M +18% 330
NME
3366
Notis-McConarty Edward
$145M -$1.11M -0.8% 97
NG
3367
Northstar Group
New York
$145M +$5.91M +4% 109
PAG
3368
Private Advisory Group
Washington
$145M 129
GG
3369
Gores Group
California
$145M 1
SA
3370
Sicart Associates
New York
$145M 100
OLA
3371
Oliver Luxxe Assets
New Jersey
$145M +$17.2M +13% 95
OHA
3372
Oak Hill Advisors
New York
$145M -$114M -44% 8
KCM
3373
Knighthead Capital Management
New York
$145M -$19.4M -12% 13
HRC
3374
Hoertkorn Richard Charles
$145M +$16.1M +13% 94
SFPM
3375
Sensible Financial Planning & Management
Massachusetts
$145M -$897K -0.6% 80