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
OCM
5776
Objective Capital Management
Ohio
$170M 148
WFAG
5777
Worth Financial Advisory Group
North Carolina
$170M +$17.8M +12% 171
BCM
5778
BML Capital Management
Indiana
$170M +$33.4M +24% 32
CF
5779
Concorde Financial
Texas
$170M +$17.6M +12% 46
SMP
5780
Santa Monica Partners
Florida
$170M +$20.9M +14% 17
VCS
5781
Vaughan & Co Securities
New Jersey
$170M +$11.2M +7% 54
HHRDM
5782
H&H Retirement Design & Management
Nevada
$170M +$7.75M +5% 88
CRCM
5783
Crystal Rock Capital Management
Illinois
$170M +$2.53M +2% 30
DI
5784
Dalton Investments
Nevada
$170M -$6.21M -4% 28
CCP
5785
Clarity Capital Partners
California
$170M +$6.2M +4% 139
SI
5786
Stash Investments
New York
$169M +$17.8M +12% 5
P2P
5787
Phase 2 Partners
California
$169M +$3.08M +2% 38
BMA
5788
Brooks Moore & Associates
Tennessee
$169M +$13.8M +9% 94
SCP
5789
Sivia Capital Partners
California
$169M +$19.8M +13% 230
EC
5790
Edenbrook Capital
New York
$169M -$10.7M -6% 19
SAM
5791
Sectoral Asset Management
Quebec, Canada
$169M -$76.8M -31% 105
HP
5792
Highlander Partners
Texas
$169M +$18.9M +13% 43
AP
5793
AlpInvest Partners
Netherlands
$169M -$110M -39% 20
CWMGP
5794
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$169M +$15.9M +10% 75
BDCM
5795
Black Diamond Capital Management
Connecticut
$169M +$3.39M +2% 13
YWM
5796
Yardley Wealth Management
Pennsylvania
$169M 41
OPOWM
5797
One Plus One Wealth Management
Florida
$169M -$6.19M -4% 97
KSWWM
5798
Keyes Stange & Wooten Wealth Management
Florida
$169M +$24.8M +17% 71
FCMA
5799
Foresight Capital Management Advisors
Michigan
$169M +$20.8M +14% 88
LFWA
5800
LBJ Family Wealth Advisors
Texas
$169M +$9.38M +6% 29