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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
IWA
3251
Inspirion Wealth Advisors
Illinois
$127M -$8.6M -6% 9.53% 47% 59 13.56%
FNB
3252
Farmers National Bank
Kentucky
$126M -$4.97M -4% 4.52% 104 6.73%
FC
3253
Farley Capital
New York
$126M -$3.56M -3% 8.14% 105% 16 37.5%
BB
3254
Bell Bank
North Dakota
$126M -$9.02M -7% 3.64% 64.3% 155 16.77%
OCM
3255
Orleans Capital Management
Louisiana
$126M -$15.7M -11% 7.72% 67.9% 93 10.75%
LK
3256
Lumbard & Kellner
New Hampshire
$126M -$14.1M -10% 8.38% 105% 87 19.54%
SAM
3257
Solaris Asset Management
New York
$126M -$35.8M -22% 8.37% 74% 237 32.07%
SRC
3258
Stone Run Capital
New York
$126M -$26.9M -18% 8.64% 77.8% 76 14.47%
LSC
3259
Lesa Sroufe & Co
Washington
$126M -$20M -14% 9.9% 45 20%
BCCM
3260
Blue Clay Capital Management
Minnesota
$126M -$51.1M -29% 14.3% 96 19.79%
CWP
3261
Capital Wealth Planning
Florida
$125M -$42M -25% 5.41% 66% 136 35.29%
MCC
3262
Malaga Cove Capital
California
$125M -$13.4M -10% 8.44% 88.1% 129 35.66%
LJHT
3263
Laurie J. Hall Trustee
$125M -$12.1M -9% 7.4% 96% 90 6.67%
SFPIA
3264
Stevens First Principles Investment Advisors
California
$125M -$29.4M -19% 9.75% 44% 258 41.86%
TC
3265
Talkot Capital
California
$125M +$3.55M +3% 6.39% 13.2% 21 28.57%
PVWM
3266
Point View Wealth Management
New Jersey
$125M -$3.69M -3% 9.02% 27% 212 10.38%
GACM
3267
Global Alpha Capital Management
Quebec, Canada
$125M +$1.33M +1% 14.3% 61.1% 35 17.14%
FCM
3268
Firsthand Capital Management
California
$125M -$33.4M -21% 11.3% 154% 56 10.71%
CD
3269
Carl Domino
Florida
$125M -$21.9M -15% 10.1% 38.3% 157 12.74%
LC
3270
Lightyear Capital
New York
$125M -$2.93M -2% 0.37% 3 0%
CI
3271
CAZ Investments
Texas
$125M -$67.2M -35% 7.82% 341% 122 73.77%
WGCA
3272
Wolf Group Capital Advisors
Virginia
$125M -$25.7M -17% 12.2% 28.2% 105 14.29%
HIM
3273
Harbour Investment Management
Washington
$124M -$8.77M -7% 5.68% 58.8% 80 10%
NFG
3274
Noven Financial Group
Colorado
$124M -$13.3M -10% 4.6% 45.1% 45 35.56%
PCTC
3275
Perkins Coie Trust Company
Washington
$124M -$8.39M -6% 6.37% 70.8% 263 6.46%