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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
CD
2701
Carl Domino
Florida
$184M +$7.51M +4% 11% 38.3% 176 11.36%
V
2702
ValueWorks
New York
$184M +$21.2M +13% 16.2% 110% 37 10.81%
LSC
2703
Lesa Sroufe & Co
Washington
$184M +$11.4M +7% 8.22% 47 12.77%
LS
2704
Lattice Strategies
Pennsylvania
$184M -$1.29M -0.7% 3.38% 19.9% 108 11.11%
FCT
2705
Family Capital Trust
Massachusetts
$184M +$17.6M +11% 11.1% 32.7% 93 5.38%
CL
2706
CIM LLC
New York
$183M +$22.4M +14% 14.6% 92.1% 68 4.41%
GCM
2707
Goldman Capital Management
New York
$183M +$31.8M +21% 13.1% 24.3% 28 14.29%
PWAP
2708
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$183M +$13.4M +8% 9.52% 58.5% 119 5.88%
GPC
2709
Glacier Peak Capital
Washington
$183M +$109M +148% 4.33% 11.8% 108 79.63%
ACM
2710
Astenbeck Capital Management
Connecticut
$183M -$6.9M -4% 1.91% 12.4% 12 0%
JFA
2711
JNBA Financial Advisors
Minnesota
$183M +$22.2M +14% 6.89% 61.8% 464 11.64%
WAM
2712
Water Asset Management
New York
$183M +$26M +17% 8.97% 48.9% 21 28.57%
TSS
2713
Thomas Story & Son
Indiana
$182M +$21M +13% 7.24% 91.8% 66 13.64%
RCM
2714
Raptor Capital Management
Massachusetts
$182M +$658K +0.4% 13.5% 54 61.11%
TIM
2715
Tortoise Investment Management
New York
$182M +$16.6M +10% 3.84% 33% 399 24.56%
RCA
2716
Restructuring Capital Associates
Connecticut
$182M +$43.5M +31% 11.2% 71.2% 26 34.62%
SHWM
2717
Smith & Howard Wealth Management
Georgia
$182M +$14M +8% 7.07% 33.6% 277 15.88%
KS
2718
Karpas Strategies
Connecticut
$181M +$10.6M +6% 6.62% 16.1% 107 4.67%
QA
2719
Quintium Advisors
Tennessee
$181M 5.51% 15
LYV
2720
Live Your Vision
Pennsylvania
$181M +$7.68M +4% 4.73% 17.9% 41 31.71%
WC
2721
Whitney & Co
New York
$181M +$38.2M +27% 8.56% 81.3% 99 8.08%
CVM
2722
Cheviot Value Management
California
$181M -$106K -0.1% 3.27% 83.7% 34 8.82%
TLCM
2723
Tiger Legatus Capital Management
New York
$181M +$8.93M +5% 19.1% 19.1% 19 52.63%
GA
2724
Gateway Advisory
New Jersey
$181M +$4.98M +3% 2.96% 26% 41 29.27%
VV
2725
Verity & Verity
South Carolina
$181M +$7.25M +4% 9.98% 56% 73 9.59%