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)
CCG
3076
Crescent Capital Group
California
$143M – – 13.6% 7.88% 16 – 0
NDSI
3077
Newman Dignan & Sheerar Inc
Rhode Island
$143M +$14M +11% 9% 73.5% 150 11.33% 0.4
NME
3078
Notis-McConarty Edward
$143M – – 9.98% 91.2% 111 – 0
HA
3079
Hamel Associates
New Jersey
$143M – – 8.2% 50.6% 94 – 0
MAP
3080
Managed Asset Portfolios
Michigan
$143M – – 5.95% 99.2% 49 – 0
DCM
3081
Delta Capital Management
New Jersey
$142M +$7.18M +5% 7.86% 125% 63 3.17% 0.5
LWA
3082
Lenox Wealth Advisors
New York
$142M +$35.3M +33% 7.73% 35.7% 437 54.69% 0.2
EC
3083
Engaged Capital
California
$142M – – 2.16% 26.2% 12 – 0
PC
3084
Permit Capital
Pennsylvania
$142M +$3.45M +2% 11.5% 121% 63 7.94% 0.5
SCM
3085
Southport Capital Management
Tennessee
$142M +$13.5M +10% 8.63% 80% 171 22.81% 0.4
BFG
3086
Bouchey Financial Group
New York
$142M – – 11.7% 66.7% 57 – 0
SRC
3087
Stone Run Capital
New York
$142M +$18.8M +15% 9.26% 77.8% 81 16.05% 0.4
TCA
3088
Teewinot Capital Advisers
New York
$142M – – 9.81% 149% 54 – 0
GPP
3089
Great Point Partners
Connecticut
$142M -$2.52M -2% 9.98% 710% 44 63.64% 0.1
VWM
3090
Vector Wealth Management
Minnesota
$142M +$4.62M +3% 5.9% 2.13% 67 26.87% 0.4
OC
3091
Oakworth Capital
Alabama
$142M – – 8.08% 64.3% 532 – 0
COPM
3092
Charter Oak Partners Management
Connecticut
$141M +$14.3M +11% 8.83% – 42 40.48% 0.3
T
3093
Tinicum
New York
$141M -$6.75M -5% 0.7% 21.1% 16 25% 0.5
PTB
3094
Pioneer Trust Bank
Oregon
$141M +$10.9M +8% 9.38% 61.4% 63 6.35% 0.5
HC
3095
Hendley & Co
Ohio
$141M +$20.6M +17% 9.09% 54.8% 62 11.29% 0.5
FPIS
3096
Financial Planning & Information Services
Wisconsin
$141M – – 7.09% 13% 32 – 0
AWP
3097
Ascent Wealth Partners
New York
$141M – – 9.26% 94.4% 98 – 0
BREA
3098
Barings Real Estate Advisers
Connecticut
$141M -$19.2M -12% 2.19% 44.2% 57 29.82% 0.4
BGAM
3099
Boussard & Gavaudan Asset Management
United Kingdom
$141M – – 10.2% – 95 – 0
LCP
3100
Legacy Capital Partners
Wisconsin
$141M +$6.5M +5% 6.98% 85.6% 111 6.31% 0.5