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)
QAM
3176
Quantres Asset Management
Cayman Islands
$161M +$56.5M +54% 1.75% 11% 242 80.17% 0.1
LCP
3177
Legacy Capital Partners
Wisconsin
$161M +$5.63M +4% 4.08% 85.6% 118 10.17% 2.2
DPI
3178
Diversified Portfolios Inc
Michigan
$160M +$1.52M +1% 2.18% 38.2% 54 9.26% 1.3
MMEA
3179
MEAG MUNICH ERGO AssetManagement
Germany
$160M -$11.3M -7% 3.87% 18.2% 26 50% 0.5
SHJ
3180
Sharkey, Howes & Javer
Colorado
$160M +$23.9M +18% 2.08% 54.6% 275 18.91% 0.9
PFM
3181
PacWest Financial Management
Arizona
$160M +$4.83M +3% 1.95% 19.2% 85 8.24% 2.4
EPIM
3182
Equinox Partners Investment Management
Connecticut
$160M +$20.2M +14% 39.5% 241% 16 18.75% 1.7
NDSI
3183
Newman Dignan & Sheerar Inc
Rhode Island
$160M +$22.6M +16% 2.55% 73.5% 146 13.7% 2.2
RDM
3184
Retirement Design & Management
Connecticut
$160M +$19.9M +14% 2.82% – 73 13.7% 1.1
SGCM
3185
Sand Grove Capital Management
United Kingdom
$160M -$20.5M -11% 24.4% 410% 24 83.33% 0.1
GAAM
3186
Guinness Atkinson Asset Management
California
$160M -$2.29M -1% 3.83% 132% 72 8.33% 2.3
PCP
3187
Proficio Capital Partners
Massachusetts
$159M +$39.8M +33% 3.44% 97% 1,274 25.75% 0.4
IAS
3188
IMA Advisory Services
Colorado
$159M -$13M -8% 3.63% 74.5% 119 25.21% 1.7
KCMRT
3189
Kemper Corp Master Retirement Trust
Illinois
$159M -$34.6M -18% 2.54% 21.9% 110 28.18% 2.2
BC
3190
Bocage Capital
California
$159M +$25M +19% 19.7% 25.3% 22 63.64% 0.7
PBO
3191
Peoples Bank (Ohio)
Ohio
$159M +$2.78M +2% 4.03% 71.7% 103 11.65% 0.5
DA
3192
DSC Advisors
Illinois
$159M -$9.42M -6% 6% 3.18% 70 35.71% 0.9
AWA
3193
Arete Wealth Advisors
Illinois
$159M -$8.57M -5% 4.76% 85.3% 176 37.5% 1.2
RCA
3194
Rowland Carmichael Advisors
Arizona
$159M +$50.5M +47% 2.96% 39% 316 39.24% 0.2
GKWIM
3195
Gerber Kawasaki Wealth & Investment Management
California
$159M +$13.7M +9% 2.45% 91.5% 93 21.51% 0.4
MFS
3196
Monetta Financial Services
Illinois
$158M -$2.97M -2% 3.02% 275% 102 46.08% 0.9
NGA
3197
New Generation Advisors
Massachusetts
$158M -$32.8M -17% 0.13% 45.1% 39 7.69% 2.1
CCPM
3198
Cooper Creek Partners Management
New York
$158M +$19.4M +14% 0.37% 86.4% 45 62.22% 0.6
VP
3199
Value Partners
Hong Kong
$158M +$47.7M +43% 25.8% – 28 57.14% 0.4
CFA
3200
Camarda Financial Advisors
Florida
$158M -$2.59M -2% 1.25% 196% 330 40.61% 1