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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
MCM
3026
Marathon Capital Management
Maryland
$202M -$8.07M -4% 3.6% 70.9% 94 15.96%
FG
3027
FSI Group
Ohio
$201M +$13.9M +7% 5.13% 17.7% 57 54.39%
BA
3028
Birinyi Associates
Connecticut
$201M +$24.1M +14% 8.6% 102% 99 25.25%
OM
3029
Opaleye Management
Massachusetts
$201M +$31.2M +18% 30% 486% 53 39.62%
ZF
3030
Zhang Financial
Michigan
$201M +$16.5M +9% 4% 56.8% 89 25.84%
MIM
3031
Mittleman Investment Management
New York
$201M -$1.22M -0.6% 3.53% 11.6% 7 0%
FFM
3032
Fullerton Fund Management
Singapore
$200M +$27M +16% 14.6% 323% 29 27.59%
TFM
3033
Trimaran Fund Management
New York
$200M -$5.86M -3% 2.85% 82.8% 1 0%
DIV
3034
DCM International V
California
$200M +$27.9M +16% 17.6% 2 0%
ITIM
3035
Indiana Trust & Investment Management
Indiana
$200M +$7.12M +4% 2.74% 104% 131 5.34%
AWM
3036
Altavista Wealth Management
North Carolina
$200M +$15.2M +8% 5.11% 80.6% 134 11.94%
BEC
3037
Blue Edge Capital
Virginia
$200M +$21.8M +12% 5.74% 53.5% 82 9.76%
HM
3038
Heronetta Management
New York
$200M +$6.59M +3% 2.54% 64.4% 34 0%
BWAM
3039
Boyd Watterson Asset Management
Ohio
$199M +$10.8M +6% 4.01% 82.4% 151 7.95%
GAM
3040
Gould Asset Management
California
$199M +$4.22M +2% 5.24% 37.6% 127 14.96%
BRF
3041
B. Riley Financial
California
$199M +$49.3M +33% 9.3% 741% 169 24.85%
BL
3042
BFSG LLC
California
$199M 4.77% 81.9% 101
IAS
3043
IMA Advisory Services
Colorado
$199M +$36.4M +22% 5.86% 55.7% 150 34.67%
HLA
3044
Hamilton Lane Advisors
Pennsylvania
$198M +$46.1M +30% 14.4% 187% 81 49.38%
SH
3045
Sandia Holdings
Connecticut
$198M +$13.5M +7% 10% 28 35.71%
LP
3046
LGL Partners
Pennsylvania
$198M +$16.6M +9% 5.29% 56.3% 99 10.1%
GPSPJS
3047
General Pension Society PZU Joint Stock
Poland
$198M +$7.6M +4% 4.44% 112% 15 0%
CA
3048
Cornerstone Advisory
Maryland
$198M +$64.8M +49% 5.59% 43.8% 125 29.6%
MMEA
3049
MEAG MUNICH ERGO AssetManagement
Germany
$197M +$26.3M +15% 1.3% 18.2% 15 6.67%
CFA
3050
Capstone Financial Advisors
Illinois
$197M -$22M -10% 5.97% 45.5% 80 13.75%