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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
LLL
2776
Lynrock Lake LP
New York
$244M 4.13% 17.7% 21
ADL
2777
Asset Dedication LLC
California
$244M -$22.5M -8% 10.5% 54.3% 684 21.2%
IFWM
2778
Institute for Wealth Management
Colorado
$244M -$52.7M -18% 15.4% 107% 361 68.7%
AMG
2779
Asset Management Group
Connecticut
$244M -$51.9M -18% 12.8% 45% 108 6.48%
MWA
2780
Martel Wealth Advisors
Washington
$243M -$19M -7% 8.09% 39.7% 42 16.67%
MCAI
2781
Meritech Capital Associates IV
California
$243M +$182M +299% 5.35% 5 60%
HCG
2782
HNA Capital Group
China
$243M -$96.2M -28% 13.9% 1 0%
WPC
2783
White Pine Capital
Minnesota
$243M -$40.4M -14% 9.89% 100% 235 10.21%
NC
2784
Nexthera Capital
New York
$243M -$279M -54% 20.1% 161% 61 70.49%
HFS
2785
Haverford Financial Services
Pennsylvania
$242M -$39.5M -14% 13.9% 57.8% 81 24.69%
RA
2786
RMR Advisors
Massachusetts
$242M -$25.4M -9% 7.77% 2.17% 126 6.35%
HT
2787
Heritage Trust
Oklahoma
$242M -$36.4M -13% 11.8% 475 10.95%
AIM
2788
AIA Investment Management
Singapore
$242M -$227M -48% 17.1% 42.5% 13 23.08%
PH
2789
Pinnacle Holdings
Oklahoma
$242M -$47.5M -16% 13.7% 65.3% 216 13.43%
MFW
2790
Mosaic Family Wealth
Missouri
$242M -$2.36M -1% 13.8% 85.2% 676 6.36%
AIS
2791
AlphaOne Investment Services
Pennsylvania
$242M -$95.2M -28% 19.8% 77.1% 234 20.09%
JWM
2792
JGP Wealth Management
Oregon
$242M -$8.15M -3% 9.86% 78.2% 126 14.29%
SCM
2793
Stadium Capital Management
Connecticut
$242M -$18.7M -7% 19.4% 11% 16 31.25%
RG
2794
Rikoon Group
New Mexico
$241M -$41M -15% 11% 63.3% 213 10.8%
TFO
2795
Tarbox Family Office
California
$241M -$35M -13% 13.8% 49.1% 674 12.31%
TC
2796
Tavio Capital
New York
$241M -$15.6M -6% 15.9% 81.4% 20 35%
SCM
2797
Symons Capital Management
Pennsylvania
$241M -$60.4M -20% 8.79% 25.4% 93 41.94%
PI
2798
Pennant Investors
New Jersey
$241M -$27.3M -10% 22.7% 359% 19 26.32%
HI
2799
Hudock Inc
Pennsylvania
$241M -$17.2M -7% 7.84% 48.3% 745 13.02%
GAM
2800
Gould Asset Management
California
$241M -$10.1M -4% 8.97% 37.6% 155 25.81%