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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
IP
2826
Intellectus Partners
California
$274M -$16.9M -6% 4.55% 111% 639 13.3%
CIM
2827
Contravisory Investment Management
Massachusetts
$274M +$3.17M +1% 4.34% 129% 380 29.74%
TCM
2828
Traynor Capital Management
Pennsylvania
$274M +$27.6M +11% 7.81% 225% 201 17.91%
JHP
2829
James Hambro & Partners
United Kingdom
$274M +$19.3M +8% 5.44% 79.2% 25 16%
KIM
2830
Kestrel Investment Management
California
$274M +$8.55M +3% 6.99% 82.9% 49 24.49%
LWM
2831
Lyell Wealth Management
California
$274M +$3.31M +1% 4.32% 99.6% 113 8.85%
BCB
2832
Brian C. Broderick
$274M +$6.89M +3% 3.29% 64.8% 89 5.62%
TJHA
2833
Thomas J. Herzfeld Advisors
Florida
$273M +$15.4M +6% 0.37% 17.9% 329 15.5%
NOCM
2834
Night Owl Capital Management
Connecticut
$273M +$34.2M +14% 11.2% 150% 30 13.33%
LI
2835
Lafayette Investments
Maryland
$273M +$5.5M +2% 1.49% 63.2% 79 7.59%
NCM
2836
Noesis Capital Mangement
Florida
$273M +$2.69M +1% 3% 86.8% 102 9.8%
NHC
2837
Nicholas Hoffman & Company
Georgia
$272M +$15.5M +6% 1.75% 55.2% 177 7.34%
CAG
2838
Csenge Advisory Group
Florida
$272M -$15.9M -6% 2.44% 51.9% 324 37.35%
SM
2839
Salzhauer Michael
$272M +$2.05M +0.8% 0.03% 107% 176 8.52%
NI
2840
NFC Investments
Tennessee
$272M -$12.6M -4% 0.55% 41 4.88%
SG
2841
Strid Group
Pennsylvania
$271M +$1.62M +0.6% 1.43% 50.4% 27 18.52%
AO
2842
Allen Operations
New York
$271M -$91.2M -25% 3.05% 221% 23 4.35%
AIA
2843
AGF Investments America
Ontario, Canada
$271M +$8.25M +3% 0.36% 72.1% 72 4.17%
ACG
2844
Allen Capital Group
Nebraska
$271M +$12.9M +5% 0.87% 56.9% 133 18.05%
DA
2845
Dillon & Associates
Michigan
$271M +$12M +5% 4.28% 92% 72 9.72%
PGC
2846
Pacific Grove Capital
California
$271M -$30.9M -10% 6.99% 9.9% 108 50%
TCP
2847
ThornTree Capital Partners
Massachusetts
$271M -$14.4M -5% 2.44% 206% 21 47.62%
VNA
2848
VNBTrust National Association
Virginia
$271M +$97.9M +57% 7.54% 42.9% 117 10.26%
CIA
2849
Capital Impact Advisors
Massachusetts
$270M +$27.2M +11% 15.2% 130 7.69%
AEPG
2850
American Economic Planning Group
New Jersey
$270M -$3.42M -1% 0.84% 25.9% 86 18.6%