We are live on ! Find out more

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
TSWM
3126
Triangle Securities Wealth Management
North Carolina
$149M +$17M +13% 6.26% 80% 144 25.69%
ICM
3127
ISZO Capital Management
New York
$149M -$27M -15% 12.5% 68.2% 17 64.71%
LC
3128
Lightyear Capital
New York
$149M +$24.5M +20% 21.7% 3 0%
PCC
3129
Park Circle Company
Maryland
$149M -$2.12M -1% 5.05% 58.1% 102 22.55%
KSA
3130
Ken Stern & Associates
California
$149M +$20.2M +16% 4.52% 39.4% 91 39.56%
MIAN
3131
Mariner Independent Advisor Network
Kansas
$149M -$112M -43% 4.43% 39.5% 149 65.1%
FCCM
3132
First City Capital Management
Georgia
$149M +$12.9M +9% 6.69% 76.5% 705 15.18%
SIM
3133
Summitview Investment Management
Cayman Islands
$149M 18.1% 12
AIM
3134
Ada Investment Management
New York
$148M -$46.8M -24% 2.43% 659 73.14%
TCAM
3135
Turtle Creek Asset Management
Ontario, Canada
$148M +$10.6M +8% 5.15% 1.45% 8 0%
RCM
3136
Riverloft Capital Management
Florida
$148M -$115M -44% 0.6% 65 52.31%
PCM
3137
Pyrrho Capital Management
New York
$148M +$32.4M +28% 7.85% 47 85.11%
NJBEST
3138
New Jersey Better Educational Savings Trust
New Jersey
$148M +$8.24M +6% 6.38% 42% 211 38.39%
VAS
3139
Valicenti Advisory Services
New York
$148M -$3.49M -2% 7.59% 119% 55 10.91%
KL
3140
KWMG LLC
Kansas
$148M +$15.2M +11% 2.7% 72.3% 136 5.15%
EML
3141
Eos Management LP
New York
$148M -$26.4M -15% 13% 151% 52 51.92%
BAM
3142
Brave Asset Management
New Jersey
$148M +$16.9M +13% 6.57% 76.3% 463 11.02%
BCM
3143
Breithorn Capital Management
New York
$148M +$7.31M +5% 4.72% 43.9% 50 12%
DWM
3144
Dakota Wealth Management
Florida
$148M +$1.58M +1% 1.98% 93% 53 5.66%
AC
3145
Alpenglow Capital
California
$148M +$31.2M +27% 7.05% 39 56.41%
KFA
3146
Kelleher Financial Advisors
New York
$147M -$3.34M -2% 4.76% 73.2% 127 7.87%
SC
3147
Schulhoff & Co
Ohio
$147M +$7.92M +6% 7.01% 42.7% 103 5.83%
SAM
3148
Summit Asset Management
Tennessee
$147M +$7.81M +6% 4.14% 43.3% 97 14.43%
BBPWM
3149
Blue Bell Private Wealth Management
Pennsylvania
$147M +$2.13M +1% 3.83% 53.3% 459 5.45%
WCM
3150
Waterstone Capital Management
Minnesota
$147M +$15.6M +12% 1.98% 23.4% 14 0%