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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)
Security National Trust
2801
Security National Trust
West Virginia
$269M -$49.8M -16% 11.8% 58.3% 390 8.72% 4.5
Cambridge Advisors
2802
Cambridge Advisors
Nebraska
$269M -$27.4M -9% 10.1% 58.6% 143 6.99% 3.3
GM Advisory Group
2803
GM Advisory Group
New York
$269M -$50.3M -16% 6.56% 53.6% 124 20.16% 2.1
FundX Investment Group
2804
FundX Investment Group
California
$269M +$87.3M +48% 8.9% 94.6% 59 54.24% 1.1
VS
2805
VK Services
California
$268M – – 16.7% 1,605% 1 – 0
Leith Wheeler Investment Counsel
2806
Leith Wheeler Investment Counsel
British Columbia, Canada
$268M -$69.4M -21% 14.2% 52.3% 34 20.59% 1.4
Filament
2807
Filament
Washington
$268M -$28.5M -10% 12.6% 46.9% 53 32.08% 3.6
Coliseum Capital Management
2808
Coliseum Capital Management
Connecticut
$268M +$21.9M +9% 11.7% 41.1% 14 42.86% 1.2
OM
2809
Opaleye Management
Massachusetts
$268M -$125M -32% 20.3% 748% 61 45.9% 1
Cypress Asset Management
2810
Cypress Asset Management
Texas
$268M -$72.8M -21% 12.3% 141% 179 16.76% 3.8
LA
2811
Lynch & Associates
Indiana
$268M -$28.5M -10% 9.73% 73.5% 101 10.89% 4.7
First Heartland Consultants
2812
First Heartland Consultants
Missouri
$268M -$51.8M -16% 11.2% 59.2% 268 19.4% 2.7
DDD Partners
2813
DDD Partners
Washington
$268M -$14M -5% 13.6% 62.1% 62 35.48% 0.6
Great Valley Advisor Group
2814
Great Valley Advisor Group
Delaware
$268M – – 11.9% 73.9% 233 – 0
Lannebo Fonder
2815
Lannebo Fonder
Sweden
$268M -$62.9M -19% 13.7% 49.8% 24 4.17% 2.5
MAM
2816
Marketfield Asset Management
New York
$268M -$42.7M -14% 7.82% 61.5% 50 28% 2.2
McCutchen Group
2817
McCutchen Group
Washington
$268M -$39.6M -13% 10.8% 2.54% 23 13.04% 3.9
Lake Point Wealth Management
2818
Lake Point Wealth Management
Texas
$267M – – 6.02% – 914 – 0
Barry Investment Advisors
2819
Barry Investment Advisors
Massachusetts
$267M -$30.1M -10% 8.48% 66.7% 78 11.54% 2.4
Metropolis Capital
2820
Metropolis Capital
United Kingdom
$267M – – 16.5% 61.7% 10 – 0
RIM
2821
Regent Investment Management
Kentucky
$267M -$52.2M -16% 13.9% 44% 213 12.21% 3.8
Circle Wealth Management
2822
Circle Wealth Management
New Jersey
$267M -$50.3M -16% 14% 71.8% 100 23% 1.7
Highland Private Wealth Management
2823
Highland Private Wealth Management
Washington
$267M -$33.9M -11% 12% 19% 110 16.36% 0.9
Bulldog Investors
2824
Bulldog Investors
New Jersey
$267M -$88.8M -25% 8.96% 22.5% 183 49.18% 0.7
KAS
2825
Kemnay Advisory Services
New York
$267M -$60.3M -18% 16.2% 167% 162 41.98% 1.6