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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 Avg Holding
Period (Yrs)
SRFM
2576
Shannon River Fund Management
New York
$306M -$34.6M -10% 8.2% 554% 37 35.14% 1.1
BHZ Capital Management
2577
BHZ Capital Management
California
$305M +$5.35M +2% 6.21% 3.24% 123 9.76% 1.1
Coastal Bridge Advisors
2578
Coastal Bridge Advisors
Connecticut
$305M +$7.98M +3% 9.13% 88.1% 127 16.54% 0.9
Koshinski Asset Management
2579
Koshinski Asset Management
Illinois
$305M +$30.6M +11% 4.38% 76.5% 376 13.3% 1.4
Analyst IMS Investment Management Services
2580
Analyst IMS Investment Management Services
Israel
$304M +$23.6M +8% 7.67% 99.4% 107 2.8% 2.1
Avior Wealth Management
2581
Avior Wealth Management
Nebraska
$304M +$59.1M +24% 3.69% 71.4% 536 21.64% 2
Monroe Bank & Trust
2582
Monroe Bank & Trust
Michigan
$304M +$1.74M +0.6% 2.21% 24.7% 272 59.93% 3.7
LHC
2583
Levy Harkins & Co
New York
$304M +$17.1M +6% 7.69% 62.9% 20 0% 3.4
Oak Management Corp
2584
Oak Management Corp
Connecticut
$304M -$14.8M -5% 1.74% 96.4% 7 28.57% 1.8
Exencial Wealth Advisors
2585
Exencial Wealth Advisors
Oklahoma
$304M +$59.3M +24% 4.09% 58% 179 16.2% 1.9
Nadler Financial Group
2586
Nadler Financial Group
Illinois
$304M +$9.7M +3% 3.9% 81.8% 82 12.2% 3.3
KWMG LLC
2587
KWMG LLC
Kansas
$303M +$20.6M +7% 2.42% 76.2% 109 10.09% 2
Nelson Capital Management
2588
Nelson Capital Management
California
$303M +$8.23M +3% 4.26% 121% 333 34.53% 2.5
Security National Trust
2589
Security National Trust
West Virginia
$303M +$4.8M +2% 3.73% 58.3% 428 9.58% 3.5
Exchange Capital Management
2590
Exchange Capital Management
Michigan
$303M +$6.13M +2% 2.78% 57.8% 268 17.16% 1.6
Wellington Shields & Co
2591
Wellington Shields & Co
New York
$303M +$13M +5% 6.31% 109% 155 15.48% 2.5
FIMG
2592
Financial & Investment Management Group
Michigan
$303M +$29M +11% 1.34% 18.9% 91 15.38% 1.8
WealthSource Partners
2593
WealthSource Partners
California
$302M +$8.98M +3% 3.66% 16.8% 314 15.92% 0.9
PCM
2594
Piermont Capital Management
Missouri
$302M -$47.7M -14% 6.94% 33.2% 289 31.49% 0.9
Winslow Evans & Crocker
2595
Winslow Evans & Crocker
Massachusetts
$302M -$62.9M -17% 5.68% 76.2% 1,314 18.34% 2.8
Oslo Pensjonsforsikring
2596
Oslo Pensjonsforsikring
$301M +$87.2M +41% 1.21% 79% 13 23.08% 0.4
Kovack Advisors
2597
Kovack Advisors
Florida
$301M -$15.4M -5% 3.73% 118% 437 27.23% 1.3
Bowie Capital Management
2598
Bowie Capital Management
Texas
$301M -$72.5M -19% 3.08% 31.6% 32 21.88% 0.6
Truvvo Partners
2599
Truvvo Partners
New York
$301M +$24.6M +9% 6.17% 21.1% 133 11.28% 1.2
Yakira Capital Management
2600
Yakira Capital Management
Connecticut
$301M -$34.4M -10% 3.43% 74.1% 147 51.02% 0.8