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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
BCVI
3301
Bain Capital Venture Investors
Massachusetts
$137M -$25.3M -16% 15.3% 82.1% 3 0%
EMG
3302
ETF Managers Group
New Jersey
$137M 25.8% 77.7% 476
AMG
3303
Advisors Management Group
Wisconsin
$137M +$15.2M +12% 7.65% 68.9% 67 14.93%
SFPM
3304
Sensible Financial Planning & Management
Massachusetts
$137M +$5.65M +4% 2.46% 24.5% 88 15.91%
LCM
3305
Lucas Capital Management
New Jersey
$137M -$18.7M -12% 1.71% 44.5% 125 8%
NFG
3306
NewFocus Financial Group
Washington
$137M -$7.1M -5% 1.73% 55.4% 68 32.35%
SFS
3307
Summit Financial Strategies
Ohio
$137M +$8.1M +6% 0.85% 57.8% 49 18.37%
LK
3308
Lumbard & Kellner
New Hampshire
$136M +$542K +0.4% 1.38% 105% 90 15.56%
WCM
3309
Washington Capital Management
Washington
$136M -$24.6M -15% 1.09% 76.9% 139 22.3%
SHJ
3310
Sharkey, Howes & Javer
Colorado
$136M -$7.1M -5% 0.9% 54.6% 273 15.02%
EGA
3311
Emerging Global Advisors
New York
$136M +$7.97M +6% 4.36% 0.93% 17 5.88%
BRF
3312
B. Riley Financial
California
$136M -$2.7M -2% 1.72% 741% 151 23.84%
ADL
3313
Asset Dedication LLC
California
$136M -$16.4M -11% 1.66% 54.3% 792 45.2%
DAM
3314
Deimos Asset Management
New York
$136M -$29.6M -18% 7.7% 199 85.93%
MBA
3315
McQueen Ball & Associates
Pennsylvania
$136M +$25.3M +23% 3.92% 53.6% 110 21.82%
AIA
3316
AGF Investments America
Ontario, Canada
$136M -$1.42M -1% 2.6% 72.1% 40 20%
WAS
3317
WESPAC Advisors SoCal
California
$136M -$15.8M -10% 3.73% 127% 343 37.03%
CW
3318
Cabot-Wellington
Massachusetts
$136M -$11.5M -8% 6.07% 65% 28 25%
CCM
3319
Crossvault Capital Management
Texas
$136M -$5.08M -4% 0.2% 56.4% 72 11.11%
WCWM
3320
Wooster Corthell Wealth Management
Connecticut
$136M -$3.39M -2% 0.63% 39.1% 23 39.13%
JWS
3321
Juncture Wealth Strategies
Arizona
$135M +$1.48M +1% 0.03% 71.5% 80 13.75%
PO
3322
Private Ocean
California
$135M -$1.31M -1% 1.46% 2.82% 182 7.69%
RHFI
3323
Reilly Herbert Faulkner III
$135M +$16.3M +14% 7.97% 80.6% 44 6.82%
VWM
3324
Vector Wealth Management
Minnesota
$135M +$6.75M +5% 1.47% 2.13% 82 10.98%
HKIM
3325
Hayek Kallen Investment Management
Alabama
$135M +$4.36M +3% 3.79% 68.5% 59 6.78%