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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
LFR
3251
Lehman Financial Resources
Pennsylvania
$181M +$5.35M +3% 6.28% 58.2% 67 17.91%
VCM
3252
Versant Capital Management
Arizona
$181M +$5.57M +3% 3.76% 82.4% 1,634 5.26%
FA
3253
Fagan Associates
New York
$180M +$7.5M +4% 7.59% 110% 107 19.63%
SCM
3254
Salem Capital Management
Massachusetts
$180M -$1.4M -0.8% 4.31% 32.3% 66 7.58%
VAS
3255
Valicenti Advisory Services
New York
$180M +$19.8M +12% 6.32% 119% 55 10.91%
OBWP
3256
O'Brien Wealth Partners
Massachusetts
$180M +$12.9M +8% 4.9% 56.7% 31 0%
MJP
3257
Michael J. Puzo
$180M +$7.21M +4% 5.15% 90.3% 80 10%
BC
3258
Birchview Capital
Vermont
$180M +$17.3M +11% 13.7% 327% 43 9.3%
KEM
3259
Kimmeridge Energy Management
New York
$180M -$29.5M -14% 14.1% 19.7% 1 0%
MC
3260
Miles Capital
Iowa
$180M +$15.8M +10% 4.14% 15.4% 226 26.99%
KCPG
3261
Kavar Capital Partners Group
Kansas
$180M +$21.5M +14% 5.27% 77.2% 114 18.42%
CO
3262
Caldwell & Orkin
Georgia
$179M +$21.8M +14% 9.92% 137% 119 68.07%
LCM
3263
Lafitte Capital Management
Texas
$179M -$6.79M -4% 2.57% 55.2% 22 27.27%
ACM
3264
Armbruster Capital Management
New York
$179M +$8.51M +5% 4.37% 64.3% 306 13.73%
BCCM
3265
Bridge Creek Capital Management
Massachusetts
$179M +$1.69M +1% 3.03% 76.5% 80 6.25%
AWM
3266
Affinity Wealth Management
Delaware
$179M +$2.29M +1% 6.26% 116% 82 35.37%
TCM
3267
Traynor Capital Management
Pennsylvania
$179M +$28.2M +19% 7.38% 225% 167 29.34%
GRP
3268
Global Retirement Partners
California
$179M +$30.1M +20% 5.49% 1,193 18.61%
HP
3269
Harbourvest Partners
Massachusetts
$179M +$13.2M +8% 13.9% 8.96% 23 52.17%
SCM
3270
Sio Capital Management
New York
$179M +$7.38M +4% 16.2% 564% 70 72.86%
UMA
3271
USA Mutuals Advisors
Texas
$179M +$9.8M +6% 8.52% 14.1% 33 9.09%
CI
3272
Cavalier Investments
Georgia
$179M +$23.3M +15% 9.06% 171% 193 59.59%
PRS
3273
Pinkerton Retirement Specialists
Idaho
$178M -$37M -17% 4.68% 82.9% 644 83.39%
LCP
3274
Legacy Capital Partners
Wisconsin
$178M +$13.2M +8% 6.52% 85.6% 118 12.71%
ST
3275
Somerset Trust
Pennsylvania
$178M +$9.53M +6% 4.48% 69.7% 196 27.55%