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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
LWM
2676
Lenox Wealth Management
Ohio
$310M -$18.8M -6% 2.26% 24.7% 539 15.03%
VAM
2677
Visionary Asset Management
Texas
$310M -$49.2M -14% 1.47% 31.9% 318 29.87%
HAM
2678
Harber Asset Management
North Carolina
$310M +$23.7M +8% 0.38% 63.6% 56 30.36%
FFS
2679
Founders Financial Securities
Maryland
$309M +$8.77M +3% 0.85% 64.3% 111 26.13%
CAL
2680
Capital Advisors Ltd
Ohio
$309M +$5.87M +2% 1.39% 54.2% 408 4.66%
TC
2681
Toews Corporation
New Jersey
$309M -$1.75M -0.6% 1.08% 22% 111 94.59%
CC
2682
Callan Capital
California
$309M +$21.6M +8% 1.73% 20.1% 53 7.55%
TCGI
2683
Three Corner Global Investors
New York
$309M -$41.6M -12% 0.87% 57.5% 29 37.93%
WEC
2684
Winslow Evans & Crocker
Massachusetts
$309M -$2.48M -0.8% 1.33% 76.2% 1,179 8.91%
BI
2685
Bramshill Investments
Florida
$309M -$45.9M -13% 2.25% 3.6% 140 37.14%
AC
2686
Abbrea Capital
California
$308M +$15.1M +5% 1.15% 38% 170 11.76%
LWS
2687
Lucia Wealth Services
California
$308M +$82M +36% 1.54% 45.6% 199 42.21%
AAI
2688
American Assets Inc
California
$308M -$45.7M -13% 12.9% 63.2% 2 0%
CCM
2689
Castine Capital Management
Massachusetts
$308M +$13.6M +5% 4.14% 13.9% 40 20%
T
2690
Tinicum
New York
$308M -$21.6M -7% 13.5% 21.1% 7 14.29%
RCM
2691
Rockshelter Capital Management
Pennsylvania
$308M -$5.2M -2% 3.54% 31.2% 38 15.79%
RC
2692
Reik & Co
New York
$307M -$4.74M -2% 1.34% 38.6% 45 0%
NP
2693
NorthRock Partners
Minnesota
$307M -$6.22M -2% 1.83% 62.8% 64 21.88%
FC
2694
Fulcrum Capital
Washington
$307M -$1.29M -0.4% 1.03% 83.4% 74 9.46%
TIA
2695
Tandem Investment Advisors
South Carolina
$307M +$15.4M +5% 0.66% 10.4% 61 9.84%
IIA
2696
IPG Investment Advisors
California
$307M +$66.5M +28% 3.13% 106% 181 37.57%
RGREA
2697
Ranger Global Real Estate Advisors
Colorado
$307M +$36.6M +14% 9.74% 18% 34 17.65%
GACM
2698
Global Alpha Capital Management
Quebec, Canada
$307M +$49.8M +19% 1.97% 80.4% 36 8.33%
KCP
2699
KDI Capital Partners
North Carolina
$306M +$54.9M +22% 0.06% 77.1% 83 46.99%
RB
2700
Rodgers Brothers
Pennsylvania
$306M -$404K -0.1% 3.91% 108% 193 14.51%