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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
LSC
2651
Lyon Street Capital
California
$241M +$27.2M +13% 9.65% 60 25%
WPW
2652
Waldron Private Wealth
Pennsylvania
$241M +$30.1M +14% 4.7% 68.7% 139 23.02%
LWA
2653
Lenox Wealth Advisors
New York
$240M +$14.2M +6% 0.26% 35.7% 368 32.88%
MCTP
2654
MPAM Credit Trading Partners
Ohio
$240M 2.3% 10
HS
2655
Huntington Steele
Pennsylvania
$240M +$3.11M +1% 1% 69.8% 70 10%
HF
2656
Hoxton Financial
West Virginia
$240M +$11.4M +5% 2.65% 15.3% 393 22.9%
WCM
2657
Washington Capital Management
Washington
$240M -$13.6M -5% 8.92% 76.9% 179 30.73%
MCA
2658
Mendon Capital Advisors
Florida
$239M +$59.1M +33% 9.01% 109 48.62%
SCA
2659
Secor Capital Advisors
New York
$239M +$63.2M +36% 5.03% 43.5% 544 73.53%
ECM
2660
Exchange Capital Management
Michigan
$239M +$9.6M +4% 5.19% 57.8% 410 51.46%
NCM
2661
Noesis Capital Mangement
Florida
$239M +$8.75M +4% 2.91% 128% 106 3.77%
LI
2662
Lafayette Investments
Maryland
$239M +$15.8M +7% 6.67% 77.9% 67 2.99%
WAM
2663
Weatherly Asset Management
California
$238M +$6.09M +3% 3.28% 108% 161 15.53%
GGPS
2664
Gary Goldberg Planning Services
New York
$238M -$2.4M -1% 4.46% 524 20.04%
UPA
2665
Union Point Advisors
California
$238M -$15.1M -6% 8.93% 42 73.81%
WC
2666
Wynnefield Capital
New York
$238M +$21.3M +10% 1.99% 52.1% 27 11.11%
GMA
2667
Goldstein Munger & Associates
California
$237M -$4.75M -2% 3.14% 11.9% 33 12.12%
RHI
2668
Richmond Hill Investments
New York
$237M +$41.5M +21% 0.9% 55.2% 13 23.08%
UMA
2669
USA Mutuals Advisors
Texas
$237M -$9.89M -4% 2.34% 14.1% 55 20%
CFG
2670
CKW Financial Group
Hawaii
$237M +$8.47M +4% 2.67% 62.4% 390 17.95%
CIPU
2671
Caledonia Investments plc (UK)
United Kingdom
$237M +$5.42M +2% 1.48% 48.7% 13 0%
WPP
2672
Whalerock Point Partners
Rhode Island
$237M +$15.1M +7% 6.45% 103% 157 14.65%
FIM
2673
Fruth Investment Management
Texas
$236M +$9.2M +4% 5.37% 71% 245 13.06%
CPIG
2674
Chicago Partners Investment Group
Illinois
$236M 0.98% 75.8% 523
AFIA
2675
America First Investment Advisors
Nebraska
$236M +$13.8M +6% 4.51% 78.2% 174 20.69%