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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
DFG
2651
Delphi Financial Group
Delaware
$278M -$22.1M -7% 2.81% 48.5% 25 28%
CIM
2652
Contravisory Investment Management
Massachusetts
$278M -$6.1M -2% 3.07% 129% 305 61.31%
PC
2653
Permanens Capital
New York
$278M +$9.46M +4% 2.24% 74.7% 11 0%
TP
2654
Truvvo Partners
New York
$277M +$53.4M +24% 4.46% 21.1% 129 13.95%
RTS
2655
Round Table Services
New Jersey
$275M -$2.64M -0.9% 1.17% 16.1% 128 23.44%
PCM
2656
Palouse Capital Management
Washington
$275M +$11.7M +4% 1.49% 67.8% 104 11.54%
MDCM
2657
Morgan Dempsey Capital Management
Wisconsin
$275M +$9.72M +4% 1.88% 40.8% 175 18.86%
Koshinski Asset Management
2658
Koshinski Asset Management
Illinois
$274M +$18.9M +7% 2.15% 59.6% 374 22.99%
TAM
2659
Trust Asset Management
Texas
$274M +$14.7M +6% 0.31% 91.1% 67 23.88%
OWM
2660
Orgel Wealth Management
Wisconsin
$274M +$46.2M +20% 2.65% 36.6% 31 22.58%
CRIM
2661
Castle Ridge Investment Management
Connecticut
$274M +$20M +8% 5.93% 44 59.09%
BFIC
2662
Bedell Frazier Investment Counselling
California
$274M +$10.7M +4% 1.46% 72.5% 49 22.45%
YECIP
2663
YT Extraction Co Investment Partners
New York
$274M -$104M -27% 27.5% 1 0%
FIMG
2664
Financial & Investment Management Group
Michigan
$274M -$22.2M -8% 0.34% 18.9% 103 29.13%
SGH
2665
Sivik Global Healthcare
Connecticut
$273M +$58.5M +27% 13.1% 53.8% 76 34.21%
SAM
2666
Steinberg Asset Management
New York
$273M -$24.3M -8% 3.36% 114% 44 11.36%
CCP
2667
Cryder Capital Partners
United Kingdom
$273M +$26.2M +11% 8.17% 71.2% 12 16.67%
CIC
2668
Canal Insurance Company
South Carolina
$273M -$16.4M -6% 1.02% 103% 91 15.38%
WPP
2669
Whalerock Point Partners
Rhode Island
$272M +$4.6M +2% 2.1% 92.1% 174 16.09%
RGREA
2670
Ranger Global Real Estate Advisors
Colorado
$272M +$8.8M +3% 1.85% 18% 49 34.69%
CAL
2671
Capital Advisors Ltd
Ohio
$272M +$12.4M +5% 2.23% 54.2% 415 11.57%
LF
2672
Lee Financial
Texas
$272M +$20.8M +8% 0.93% 69.7% 532 25.38%
TRIM
2673
Thompson Rubinstein Investment Management
Oregon
$272M -$3.95M -1% 0.59% 42.8% 80 2.5%
SGA
2674
Strategic Global Advisors
California
$272M -$5.8M -2% 3.3% 110% 181 21.55%
FFWA
2675
FRG Family Wealth Advisors
Washington
$271M +$14.9M +6% 3.74% 76.4% 137 5.84%