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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)
Verus Financial Partners
2926
Verus Financial Partners
Virginia
$283M +$4.28M +2% 10.2% 45.7% 57 15.79% 3.7
APG
2927
Andrew P. Goldfarb
$283M +$21M +8% 19.2% – 3 0% 0.3
WAM
2928
Warlander Asset Management
New York
$283M -$295M -51% 17.5% 0.72% 12 83.33% 0.3
Harbourvest Partners
2929
Harbourvest Partners
Massachusetts
$283M +$71.5M +34% 32.1% 8.96% 44 52.27% 0.8
Altavista Wealth Management
2930
Altavista Wealth Management
North Carolina
$282M +$37.3M +15% 11.6% 80.6% 156 8.97% 3.4
Lisanti Capital Growth
2931
Lisanti Capital Growth
New York
$282M +$34.6M +14% 32.5% 1,490% 138 46.38% 0.6
General Industrial Partners
2932
General Industrial Partners
United Kingdom
$282M +$92.8M +49% 17.5% – 9 66.67% 0.1
SM
2933
Sciencast Management
New Jersey
$282M +$170M +151% 11.7% 72.5% 483 83.44% 0.1
Capital Advantage
2934
Capital Advantage
California
$282M +$17.9M +7% 8.08% 49.2% 83 20.48% 3.1
KCM
2935
Karp Capital Management
California
$281M +$71.9M +34% 12.9% 21.3% 429 75.52% 1.6
Oak Hill Capital Management
2936
Oak Hill Capital Management
New York
$281M +$24.9M +10% 9.86% 1.19% 3 0% 2.5
Keystone Financial Group (Kentucky)
2937
Keystone Financial Group (Kentucky)
Kentucky
$281M +$59.9M +27% 11.7% 116% 222 20.27% 0.8
WA
2938
WealthTrust Axiom
Pennsylvania
$281M +$36.9M +15% 16% 125% 235 8.09% 3.8
AGF Investments America
2939
AGF Investments America
Ontario, Canada
$281M +$34.5M +14% 17.9% 72.1% 73 12.33% 2.7
Silver Rock Financial
2940
Silver Rock Financial
California
$281M +$123M +78% 7.57% 2.58% 31 32.26% 1.3
ACON Equity Management
2941
ACON Equity Management
District of Columbia
$281M +$111M +65% 65.2% 32.1% 1 0% 1.3
Proficio Capital Partners
2942
Proficio Capital Partners
Massachusetts
$280M +$55.4M +25% 11.5% 97% 1,836 38.29% 1.7
Advanced Asset Management Advisors
2943
Advanced Asset Management Advisors
Ohio
$280M -$32.1M -10% 12.5% 93.6% 123 22.76% 0.8
AMCA
2944
Arthur M. Cohen & Associates
Illinois
$280M -$34.1M -11% 12.7% 129% 119 10.92% 2.9
Lawson Kroeker Investment Management
2945
Lawson Kroeker Investment Management
Nebraska
$280M +$25.2M +10% 13.4% 69.7% 62 0% 4.8
Brian C. Broderick
2946
Brian C. Broderick
$280M +$42.3M +18% 15% 98.6% 80 5% 4.4
Aequim Alternative Investments
2947
Aequim Alternative Investments
California
$280M +$83.1M +42% 6.81% 32.3% 44 29.55% 0.2
Stratford Consulting
2948
Stratford Consulting
Texas
$280M +$31.3M +13% 11% 8.23% 60 8.33% 3.9
Oxford Financial Group
2949
Oxford Financial Group
Indiana
$280M -$26.5M -9% 11.8% 77.2% 48 16.67% 1.3
Steamboat Capital Partners
2950
Steamboat Capital Partners
New York
$280M +$45.4M +19% 17.3% 280% 36 33.33% 1