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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 Avg Holding
Period (Yrs)
NEIRG
3251
New England Investment & Retirement Group
Massachusetts
$181M -$1.56M -0.9% 5.08% 72.5% 60 23.33% 1.6
LFR
3252
Lehman Financial Resources
Pennsylvania
$181M +$5.35M +3% 6.28% 58.2% 67 17.91% 2.3
VCM
3253
Versant Capital Management
Arizona
$181M +$5.57M +3% 3.76% 97.3% 1,634 5.26% 1.1
FA
3254
Fagan Associates
New York
$180M +$7.5M +4% 7.59% 127% 107 19.63% 1.8
SCM
3255
Salem Capital Management
Massachusetts
$180M -$1.4M -0.8% 4.31% 32.3% 66 7.58% 3.3
VAS
3256
Valicenti Advisory Services
New York
$180M +$19.8M +12% 6.32% 119% 55 10.91% 2.3
OBWP
3257
O'Brien Wealth Partners
Massachusetts
$180M +$12.9M +8% 4.9% 56.7% 31 0% 1.2
MJP
3258
Michael J. Puzo
$180M +$7.21M +4% 5.15% 90.3% 80 10% 2.9
BC
3259
Birchview Capital
Vermont
$180M +$17.3M +11% 13.7% 327% 43 9.3% 1.6
KEM
3260
Kimmeridge Energy Management
New York
$180M -$29.5M -14% 14.1% 19.7% 1 0% 0.3
MC
3261
Miles Capital
Iowa
$180M +$15.8M +10% 4.14% 15.4% 226 26.99% 0.8
KCPG
3262
Kavar Capital Partners Group
Kansas
$180M +$21.5M +14% 5.27% 77.2% 114 18.42% 2.2
CO
3263
Caldwell & Orkin
Georgia
$179M +$21.8M +14% 9.92% 137% 119 68.07% 0.3
LCM
3264
Lafitte Capital Management
Texas
$179M -$6.79M -4% 2.57% 55.2% 22 27.27% 1.7
ACM
3265
Armbruster Capital Management
New York
$179M +$8.51M +5% 4.37% 64.3% 306 13.73% 1.1
BCCM
3266
Bridge Creek Capital Management
Massachusetts
$179M +$1.69M +1% 3.03% 76.5% 80 6.25% 1.1
AWM
3267
Affinity Wealth Management
Delaware
$179M +$2.29M +1% 6.26% 116% 82 35.37% 1.3
TCM
3268
Traynor Capital Management
Pennsylvania
$179M +$28.2M +19% 7.38% 225% 167 29.34% 1.2
Global Retirement Partners
3269
Global Retirement Partners
California
$179M +$30.1M +20% 5.49% – 1,193 18.61% 0.2
HP
3270
Harbourvest Partners
Massachusetts
$179M +$13.2M +8% 13.9% 8.96% 23 52.17% 0.6
SCM
3271
Sio Capital Management
New York
$179M +$7.38M +4% 16.2% 564% 70 72.86% 0.3
UMA
3272
USA Mutuals Advisors
Texas
$179M +$9.8M +6% 8.52% 14.1% 33 9.09% 3.1
CI
3273
Cavalier Investments
Georgia
$179M +$23.3M +15% 9.06% 171% 193 59.59% 0.3
PRS
3274
Pinkerton Retirement Specialists
Idaho
$178M -$37M -17% 4.68% 82.9% 644 83.39% 1.5
LCP
3275
Legacy Capital Partners
Wisconsin
$178M +$13.2M +8% 6.52% 85.6% 118 12.71% 2.7