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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
BC
3176
Barnett & Company
Tennessee
$182M -$9.51M -5% 3.66% 50.8% 395 12.66%
BGC
3177
Birch Grove Capital
New York
$182M +$68.1M +60% 0.09% 2.66% 25 32%
FWC
3178
First Washington Corp
Washington
$182M +$66K +0% 3.9% 104% 78 12.82%
SFSIG
3179
San Francisco Sentry Investment Group
California
$182M +$8.96M +5% 7.11% 436% 206 14.56%
HMS
3180
Hanseatic Management Services
New Mexico
$182M +$3.76M +2% 12.1% 461 47.29%
PFO
3181
Pathstone Family Office
New Jersey
$181M +$24.3M +15% 5.37% 39.3% 655 85.5%
TCA
3182
Teewinot Capital Advisers
New York
$181M +$22.4M +14% 5.26% 159% 45 15.56%
NEIRG
3183
New England Investment & Retirement Group
Massachusetts
$181M -$1.56M -0.9% 5.08% 72.5% 60 23.33%
LFR
3184
Lehman Financial Resources
Pennsylvania
$181M +$5.35M +3% 6.28% 58.2% 67 17.91%
VCM
3185
Versant Capital Management
Arizona
$181M +$5.57M +3% 3.76% 82.4% 1,634 5.26%
FA
3186
Fagan Associates
New York
$180M +$7.5M +4% 7.59% 87.7% 107 19.63%
SCM
3187
Salem Capital Management
Massachusetts
$180M -$1.4M -0.8% 4.31% 32.3% 66 7.58%
VAS
3188
Valicenti Advisory Services
New York
$180M +$19.8M +12% 6.32% 119% 55 10.91%
OBWP
3189
O'Brien Wealth Partners
Massachusetts
$180M +$12.9M +8% 4.9% 56.7% 31 0%
MJP
3190
Michael J. Puzo
$180M +$7.21M +4% 5.14% 60.3% 80 10%
BC
3191
Birchview Capital
Vermont
$180M +$17.3M +11% 13.7% 233% 43 9.3%
KEM
3192
Kimmeridge Energy Management
New York
$180M -$29.5M -14% 14.1% 48.8% 1 0%
MC
3193
Miles Capital
Iowa
$180M +$15.8M +10% 4.14% 15.4% 226 26.99%
KCPG
3194
Kavar Capital Partners Group
Kansas
$180M +$21.5M +14% 5.27% 77.2% 114 18.42%
CO
3195
Caldwell & Orkin
Georgia
$179M +$21.8M +14% 9.92% 137% 119 68.07%
LCM
3196
Lafitte Capital Management
Texas
$179M -$6.79M -4% 2.57% 55.2% 22 27.27%
ACM
3197
Armbruster Capital Management
New York
$179M +$8.51M +5% 4.37% 64.3% 306 13.73%
BCCM
3198
Bridge Creek Capital Management
Massachusetts
$179M +$1.69M +1% 3.02% 76.5% 80 6.25%
AWM
3199
Affinity Wealth Management
Delaware
$179M +$2.29M +1% 6.26% 116% 82 35.37%
TCM
3200
Traynor Capital Management
Pennsylvania
$179M +$28.2M +19% 7.37% 225% 167 29.34%