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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)
SM
2701
Sciencast Management
New Jersey
$376M +$74.3M +25% 6.19% 72.5% 652 78.37% 0.1
Lathrop Investment Management
2702
Lathrop Investment Management
Arkansas
$376M +$13.5M +4% 7.26% 72.2% 65 3.08% 4.1
Coliseum Capital Management
2703
Coliseum Capital Management
Connecticut
$376M +$13.3M +4% 9.42% 41.1% 16 37.5% 1.7
WCA
2704
Windsor Creek Advisors
Vermont
$376M -$31.4M -8% 12.3% 48.3% 179 41.34% 0.6
Darwin Wealth Management
2705
Darwin Wealth Management
Florida
$375M +$37.4M +11% 4.79% 56.8% 162 13.58% 1.6
Cozad Asset Management
2706
Cozad Asset Management
Illinois
$375M +$28.5M +8% 9.58% 132% 257 8.56% 1.3
Traynor Capital Management
2707
Traynor Capital Management
Pennsylvania
$375M +$55M +17% 12.9% 244% 184 17.39% 2.6
Lyell Wealth Management
2708
Lyell Wealth Management
California
$375M +$41.8M +13% 8.45% 128% 136 15.44% 1.9
Eubel Brady & Suttman Asset Management
2709
Eubel Brady & Suttman Asset Management
Ohio
$374M +$26M +7% 9.31% 40.2% 80 15% 3.6
Sun Life Financial
2710
Sun Life Financial
Ontario, Canada
$374M -$14.2M -4% 8.29% 65.7% 619 25.53% 3
BlueDrive Global Investors
2711
BlueDrive Global Investors
United Kingdom
$374M +$39.2M +12% 2.87% 25.6% 14 64.29% 0.5
Baldwin Investment Management
2712
Baldwin Investment Management
Pennsylvania
$374M +$30M +9% 9.69% 74.8% 175 9.71% 3.5
Capital Investment Advisory Services
2713
Capital Investment Advisory Services
North Carolina
$374M +$15.1M +4% 5.8% 69.3% 1,443 62.58% 1.4
KM
2714
Kylin Management
New York
$374M +$24.4M +7% 18.4% 126% 13 30.77% 1.4
LHC
2715
Lodge Hill Capital
New York
$374M +$26.9M +8% 7.63% 17.9% 34 50% 0.8
P.J. Schmidt Investment Management (PJS)
2716
P.J. Schmidt Investment Management (PJS)
Wisconsin
$374M +$21.5M +6% 8.31% 65.9% 137 5.84% 4.5
Sound Income Strategies
2717
Sound Income Strategies
Florida
$373M +$42M +13% 2.41% 31.4% 825 10.91% 1.5
Montecito Bank & Trust
2718
Montecito Bank & Trust
California
$372M +$35.9M +11% 6.73% – 226 10.18% 3.3
Keystone Financial Group (Kentucky)
2719
Keystone Financial Group (Kentucky)
Kentucky
$372M +$47.1M +14% 8.2% 116% 255 12.16% 1.4
EVM
2720
Evelyn V. Moreno
$372M +$7M +2% 8.36% 39.4% 67 4.48% 4.3
Transcend Capital Advisors
2721
Transcend Capital Advisors
New Jersey
$371M – – 9.86% 71.6% 211 – 0
CNA Financial
2722
CNA Financial
Illinois
$371M -$76.5M -17% 8.63% 48.6% 188 33.51% 3.1
Private Vista
2723
Private Vista
Illinois
$371M -$5.94M -2% 4.27% 10.1% 159 12.58% 1.8
FundX Investment Group
2724
FundX Investment Group
California
$371M +$89.4M +32% 4.54% 94.6% 67 44.78% 1.2
Advantage Alpha Capital Partners
2725
Advantage Alpha Capital Partners
California
$371M – – 8.85% 79.2% 90 – 0