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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
LA
2651
Lynch & Associates
Indiana
$268M -$28.5M -10% 9.73% 62.9% 101 10.89%
FHC
2652
First Heartland Consultants
Missouri
$268M -$51.8M -16% 11.2% 55.2% 268 19.4%
DP
2653
DDD Partners
Washington
$268M -$14M -5% 13.6% 46.4% 62 35.48%
LF
2654
Lannebo Fonder
Sweden
$268M -$62.9M -19% 13.7% 49.8% 24 4.17%
MAM
2655
Marketfield Asset Management
New York
$268M -$42.7M -14% 7.82% 61.5% 50 28%
MG
2656
McCutchen Group
Washington
$268M -$39.6M -13% 10.8% 2.54% 23 13.04%
LPWM
2657
Lake Point Wealth Management
Texas
$267M 6.02% 914
BIA
2658
Barry Investment Advisors
Massachusetts
$267M -$30.1M -10% 8.48% 57.9% 78 11.54%
RIM
2659
Regent Investment Management
Kentucky
$267M -$52.2M -16% 13.9% 44% 213 12.21%
CWM
2660
Circle Wealth Management
New Jersey
$267M -$50.3M -16% 14% 61.1% 100 23%
HPWM
2661
Highland Private Wealth Management
Washington
$267M -$33.9M -11% 12% 19% 110 16.36%
BI
2662
Bulldog Investors
New Jersey
$267M -$88.8M -25% 8.96% 20.9% 183 49.18%
KAS
2663
Kemnay Advisory Services
New York
$267M -$60.3M -18% 16.2% 153% 162 41.98%
PAM
2664
Peak Asset Management
Colorado
$267M -$30M -10% 11.4% 58.1% 141 16.31%
NIM
2665
Needham Investment Management
New York
$266M -$65.4M -20% 15.8% 267% 94 21.28%
CAM
2666
Crestone Asset Management
Colorado
$266M +$38M +17% 15.3% 6.65% 49 28.57%
FWSM
2667
First Wilshire Securities Management
California
$266M -$74.1M -22% 16.8% 107% 121 9.09%
BRCM
2668
Bright Rock Capital Management
Massachusetts
$266M -$40.4M -13% 9.74% 41.8% 82 17.07%
PC
2669
Permanens Capital
New York
$266M -$28.5M -10% 13.8% 74.7% 25 68%
GFA
2670
Gifford Fong Associates
California
$265M -$49.4M -16% 16.7% 180% 121 5.79%
BWP
2671
BSW Wealth Partners
Colorado
$265M +$2.25M +0.9% 10.9% 75.4% 152 45.39%
PIM
2672
Parker Investment Management
California
$265M -$62.9M -19% 13.4% 173% 39 46.15%
MIG
2673
McGuire Investment Group
Rhode Island
$264M -$38.2M -13% 11.6% 184% 90 7.78%
VFCM
2674
Valley Forge Capital Management
Florida
$264M -$36.2M -12% 15.4% 52.2% 11 9.09%
TCM
2675
Teza Capital Management
Illinois
$264M -$170M -39% 15% 65.2% 516 71.32%