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)
LWA
3276
Lowe Wealth Advisors
Maryland
$146M -$1.32M -0.9% 2.86% 63.3% 251 11.95% 1.1
MLIM
3277
Mountain Lake Investment Management
Florida
$146M +$6.3M +5% 0.13% 64% 36 44.44% 0.8
FC
3278
Financial Consulate
Maryland
$146M +$4.92M +3% 2.66% 53.3% 73 13.7% 0.8
APTFM
3279
AGUR Provident & Training Funds Management
Israel
$146M – – 0.96% – 30 – 0
CA
3280
Cumberland Advisors
Florida
$145M -$23.6M -14% 0.73% 73.5% 61 29.51% 1
CWM
3281
Cedar Wealth Management
California
$145M +$27.1M +23% 7.14% 68.1% 110 65.45% 0.1
FNYS
3282
First New York Securities
New York
$145M +$133M +1,149% 4.4% 119% 301 89.37% 0.1
KCM
3283
Karp Capital Management
California
$145M -$27.1M -16% 1.58% 21.3% 102 32.35% 1
BCM
3284
Beck Capital Management
Texas
$145M -$24.9M -15% 2.58% 291% 171 61.99% 1.1
GKWIM
3285
Gerber Kawasaki Wealth & Investment Management
California
$145M -$2.88M -2% 0.36% 91.5% 87 17.24% 0.2
QGI
3286
Quadrangle GP Investors
New York
$145M +$2.25M +2% 1.97% 17.1% 3 0% 2.5
BCM
3287
Blume Capital Management
California
$145M +$3.37M +2% 0.84% 96.9% 259 11.2% 1.6
SAM
3288
Selway Asset Management
$145M -$4.46M -3% 1.65% 36.5% 76 23.68% 1.6
CBCM
3289
Cook & Bynum Capital Management
Alabama
$145M +$9.41M +7% 7.11% 46.8% 5 0% 2.8
EHWM
3290
Eads & Heald Wealth Management
Georgia
$145M +$108K +0.1% 2.94% 84.4% 134 5.97% 2.3
BCM
3291
Breithorn Capital Management
New York
$145M -$3.28M -2% 0.22% 43.9% 52 15.38% 1.6
AIM
3292
Acrospire Investment Management
Illinois
$144M – – 1.76% – 1,984 – 0
KSA
3293
Ken Stern & Associates
California
$144M -$4.84M -3% 1.78% 39.4% 96 36.46% 0.6
MWVC
3294
Morgens Waterfall Vintiadis & Co
New York
$144M -$94.9M -40% 4.14% 594% 66 68.18% 0.3
FTCM
3295
First Trust Capital Management
Illinois
$144M – – 9.59% 214% 43 – 0
OFM
3296
Omega Fund Management
Massachusetts
$144M -$35.5M -20% 18.5% 106% 11 9.09% 0.9
NJBEST
3297
New Jersey Better Educational Savings Trust
New Jersey
$144M -$3.93M -3% 2.78% 42% 224 40.18% 1
AWMS
3298
Advocacy Wealth Management Services
Georgia
$144M +$55.7M +63% 1.56% 48.3% 698 38.11% 0.8
LWM
3299
Lenox Wealth Management
Ohio
$144M +$15.2M +12% 6.89% 24.7% 269 4.46% 1.2
PCMI
3300
Princeton Capital Management Inc
New Jersey
$144M +$2.04M +1% 2.32% 57.9% 77 15.58% 2