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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
LIM
2701
Lathrop Investment Management
Arkansas
$376M +$13.5M +4% 7.26% 72.2% 65 3.08%
CCM
2702
Coliseum Capital Management
Connecticut
$376M +$13.3M +4% 9.42% 41.1% 16 37.5%
WCA
2703
Windsor Creek Advisors
Vermont
$376M -$31.4M -8% 12.3% 48.3% 179 41.34%
DWM
2704
Darwin Wealth Management
Florida
$375M +$37.4M +11% 4.79% 56.8% 162 13.58%
CAM
2705
Cozad Asset Management
Illinois
$375M +$28.5M +8% 9.58% 132% 257 8.56%
TCM
2706
Traynor Capital Management
Pennsylvania
$375M +$55M +17% 12.9% 225% 184 17.39%
LWM
2707
Lyell Wealth Management
California
$375M +$41.8M +13% 8.45% 128% 136 15.44%
EBSAM
2708
Eubel Brady & Suttman Asset Management
Ohio
$374M +$26M +7% 9.31% 40.2% 80 15%
SLF
2709
Sun Life Financial
Ontario, Canada
$374M -$14.2M -4% 8.29% 65.7% 619 25.53%
BGI
2710
BlueDrive Global Investors
United Kingdom
$374M +$39.2M +12% 2.87% 25.6% 14 64.29%
BIM
2711
Baldwin Investment Management
Pennsylvania
$374M +$30M +9% 9.69% 74.8% 175 9.71%
CIAS
2712
Capital Investment Advisory Services
North Carolina
$374M +$15.1M +4% 5.8% 69.3% 1,443 62.58%
KM
2713
Kylin Management
New York
$374M +$24.4M +7% 18.4% 126% 13 30.77%
LHC
2714
Lodge Hill Capital
New York
$374M +$26.9M +8% 7.63% 17.9% 34 50%
PJSIMP
2715
P.J. Schmidt Investment Management (PJS)
Wisconsin
$374M +$21.5M +6% 8.31% 65.9% 137 5.84%
SIS
2716
Sound Income Strategies
Florida
$373M +$42M +13% 2.41% 31.2% 825 10.91%
MBT
2717
Montecito Bank & Trust
California
$372M +$35.9M +11% 6.73% 226 10.18%
KFGK
2718
Keystone Financial Group (Kentucky)
Kentucky
$372M +$47.1M +14% 8.2% 116% 255 12.16%
EVM
2719
Evelyn V. Moreno
$372M +$7M +2% 8.36% 39.4% 67 4.48%
TCA
2720
Transcend Capital Advisors
New Jersey
$371M 9.86% 71.6% 211
CF
2721
CNA Financial
Illinois
$371M -$76.5M -17% 8.63% 48.6% 188 33.51%
PV
2722
Private Vista
Illinois
$371M -$5.93M -2% 4.27% 10.1% 159 12.58%
FIG
2723
FundX Investment Group
California
$371M +$89.4M +32% 4.54% 94.6% 67 44.78%
AACP
2724
Advantage Alpha Capital Partners
California
$371M 8.85% 79.2% 90
CWG
2725
Cornerstone Wealth Group
North Carolina
$370M -$28.7M -7% 6.32% 96.5% 155 34.84%