We are live on ! Find out more

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)
WSC
3276
Wellington Shields & Co
New York
$151M +$18.4M +14% 10.2% 109% 116 21.55% 1.8
FA
3277
Fagan Associates
New York
$150M +$14M +10% 5.98% 127% 98 18.37% 1.3
IR
3278
IAT Reinsurance
New York
$150M -$371M -71% 3.64% 60.2% 134 26.12% 0.8
LSC
3279
Lyon Street Capital
California
$150M +$12.1M +9% 3.7% – 46 30.43% 1.1
CZPM
3280
Capital Z Partners Management
New York
$150M +$33.7M +29% 5.65% 48.2% 5 40% 1.3
KAS
3281
Kemnay Advisory Services
New York
$150M +$17.3M +13% 11.7% 167% 45 6.67% 1.6
MHS
3282
M Holdings Securities
Oregon
$149M +$8.95M +6% 4.98% 83.9% 211 17.06% 1.3
PFM
3283
PacWest Financial Management
Arizona
$149M +$14.1M +10% 5.62% 19.2% 89 12.36% 2.1
NLVP
3284
New Leaf Venture Partners
New York
$149M +$34.1M +30% 0.31% 17.1% 16 56.25% 0.7
WA
3285
Winfield Associates
Ohio
$149M +$15.5M +12% 6.96% 77.8% 334 14.97% 1.5
SCM
3286
Stonehearth Capital Management
Massachusetts
$149M +$10.1M +7% 2.98% 87.5% 49 34.69% 0.7
SAM
3287
Selway Asset Management
$149M -$8.98M -6% 1.93% 36.5% 70 10% 1.7
TSWM
3288
Triangle Securities Wealth Management
North Carolina
$149M +$17M +13% 6.26% 83.6% 144 25.69% 1.9
ICM
3289
ISZO Capital Management
New York
$149M -$27M -15% 12.5% 68.2% 17 64.71% 0.4
LC
3290
Lightyear Capital
New York
$149M +$24.5M +20% 21.7% – 3 0% 1
PCC
3291
Park Circle Company
Maryland
$149M -$2.12M -1% 5.05% 70.5% 102 22.55% 1.1
KSA
3292
Ken Stern & Associates
California
$149M +$20.2M +16% 4.52% 39.4% 91 39.56% 0.5
Mariner Independent Advisor Network
3293
Mariner Independent Advisor Network
Kansas
$149M -$112M -43% 4.43% 39.5% 149 65.1% 0.7
FCCM
3294
First City Capital Management
Georgia
$149M +$12.9M +9% 6.69% 76.5% 705 15.18% 1.4
SM
3295
Sunriver Management
Connecticut
$149M – – 8.27% 9.27% 20 – 0
SIM
3296
Summitview Investment Management
Cayman Islands
$149M – – 18.1% – 12 – 0
AIM
3297
Ada Investment Management
New York
$148M -$46.8M -24% 2.43% – 659 73.14% 0.1
TCAM
3298
Turtle Creek Asset Management
Ontario, Canada
$148M +$10.6M +8% 5.15% 2.37% 8 0% 1.2
RCM
3299
Riverloft Capital Management
Florida
$148M -$115M -44% 0.6% – 65 52.31% 0.5
PCM
3300
Pyrrho Capital Management
New York
$148M +$32.4M +28% 7.85% – 47 85.11% 0.2