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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)
LSC
2676
Lyon Street Capital
California
$310M +$10.6M +4% 6.62% – 59 25.42% 1.1
Lenox Wealth Management
2677
Lenox Wealth Management
Ohio
$310M -$18.8M -6% 2.26% 24.7% 539 15.03% 1.5
VAM
2678
Visionary Asset Management
Texas
$310M -$49.2M -14% 1.47% 31.9% 318 29.87% 0.8
Harber Asset Management
2679
Harber Asset Management
North Carolina
$310M +$23.7M +8% 0.38% 63.6% 56 30.36% 1
Founders Financial Securities
2680
Founders Financial Securities
Maryland
$309M +$8.77M +3% 0.85% 64.3% 111 26.13% 1.3
Capital Advisors Ltd
2681
Capital Advisors Ltd
Ohio
$309M +$5.87M +2% 1.39% 61.1% 408 4.66% 3.1
Toews Corporation
2682
Toews Corporation
New Jersey
$309M -$1.75M -0.6% 1.08% 22% 111 94.59% 0
Callan Capital
2683
Callan Capital
California
$309M +$21.6M +8% 1.73% 20.1% 53 7.55% 2.7
TCGI
2684
Three Corner Global Investors
New York
$309M -$41.6M -12% 0.87% 57.5% 29 37.93% 0.7
Winslow Evans & Crocker
2685
Winslow Evans & Crocker
Massachusetts
$309M -$2.48M -0.8% 1.33% 76.2% 1,179 8.91% 3.1
Bramshill Investments
2686
Bramshill Investments
Florida
$309M -$45.9M -13% 2.25% 3.6% 140 37.14% 0.5
Abbrea Capital
2687
Abbrea Capital
California
$308M +$15.1M +5% 1.15% 38% 170 11.76% 1
Lucia Wealth Services
2688
Lucia Wealth Services
California
$308M +$82M +36% 1.54% 45.6% 199 42.21% 0.1
American Assets Inc
2689
American Assets Inc
California
$308M -$45.7M -13% 12.9% 63.2% 2 0% 4.8
CCM
2690
Castine Capital Management
Massachusetts
$308M +$13.6M +5% 4.14% 13.9% 40 20% 1.9
Tinicum
2691
Tinicum
New York
$308M -$21.6M -7% 13.5% 21.1% 7 14.29% 2.1
RCM
2692
Rockshelter Capital Management
Pennsylvania
$308M -$5.2M -2% 3.54% 31.2% 38 15.79% 2.6
RC
2693
Reik & Co
New York
$307M -$4.74M -2% 1.34% 47.2% 45 0% 4
NorthRock Partners
2694
NorthRock Partners
Minnesota
$307M -$6.22M -2% 1.83% 62.8% 64 21.88% 1.6
Fulcrum Capital
2695
Fulcrum Capital
Washington
$307M -$1.29M -0.4% 1.03% 102% 74 9.46% 0.2
Tandem Investment Advisors
2696
Tandem Investment Advisors
South Carolina
$307M +$15.4M +5% 0.66% 10.4% 61 9.84% 1.1
IIA
2697
IPG Investment Advisors
California
$307M +$66.5M +28% 3.13% 106% 181 37.57% 1.6
RGREA
2698
Ranger Global Real Estate Advisors
Colorado
$307M +$36.6M +14% 9.74% 18% 34 17.65% 0.9
Global Alpha Capital Management
2699
Global Alpha Capital Management
Quebec, Canada
$307M +$49.8M +19% 1.97% 80.4% 36 8.33% 2.3
KCP
2700
KDI Capital Partners
North Carolina
$306M +$54.9M +22% 0.06% 77.1% 83 46.99% 1.2