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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
AMG
3301
Advisors Management Group
Wisconsin
$150M +$6.51M +5% 0.58% 125% 62 1.61%
FPA
3302
Fieldpoint Private Advisors
New York
$150M +$3.1M +2% 5.04% 34% 66 6.06%
BOIA
3303
Bush ODonnell Investment Advisors
Missouri
$150M -$405K -0.3% 1.9% 45.9% 48 2.08%
LD
3304
Lipe & Dalton
New York
$149M +$4.57M +3% 6.43% 89.6% 100 21%
DDC
3305
Daniel Devine & Co
Florida
$149M +$2.34M +2% 5.25% 34.2% 52 9.62%
MIC
3306
Meridian Investment Counsel
California
$149M +$1.57M +1% 3.65% 103% 179 9.5%
CRCM
3307
Crystal Rock Capital Management
Illinois
$148M +$13.3M +10% 8.52% 172% 35 20%
JWS
3308
Juncture Wealth Strategies
Arizona
$148M +$8.01M +6% 2.02% 71.5% 84 20.24%
PMFA
3309
Plante Moran Financial Advisors
Michigan
$148M +$10.2M +7% 2.62% 62.8% 1,052 21.77%
WAS
3310
WESPAC Advisors SoCal
California
$148M -$5.48M -4% 1.54% 127% 312 20.83%
RCP
3311
Rho Capital Partners
New York
$148M +$23M +18% 40% 8 25%
CCI
3312
Cevian Capital II
Jersey
$148M -$14M -9% 8.67% 105% 1 0%
PC
3313
Permit Capital
Pennsylvania
$148M +$7.45M +5% 7.89% 121% 33 6.06%
MC
3314
Miles Capital
Iowa
$148M +$1.02M +0.7% 3.59% 15.4% 234 59.83%
LWA
3315
Lowe Wealth Advisors
Maryland
$148M -$1.12M -0.8% 1.63% 63.3% 264 6.06%
JRM
3316
John R. Muse
$147M -$17M -10% 7.21% 1 0%
MBA
3317
McQueen Ball & Associates
Pennsylvania
$147M +$5.85M +4% 5.34% 53.6% 110 9.09%
KC
3318
Kellner Capital
New York
$146M +$2.22M +2% 11.7% 390% 66 59.09%
NME
3319
Notis-McConarty Edward
$146M +$3.69M +3% 3.61% 91.2% 98 7.14%
IVMX
3320
Institutional Venture Management XIII
California
$146M +$13.6M +10% 12.7% 6 0%
VWM
3321
Vector Wealth Management
Minnesota
$146M -$759K -0.5% 3.87% 2.13% 82 4.88%
CWM
3322
Cedar Wealth Management
California
$146M -$10.9M -7% 2.01% 68.1% 141 19.86%
LFG
3323
LifePlan Financial Group
Ohio
$146M +$101K +0.1% 2.76% 20.2% 112 14.29%
LK
3324
Lumbard & Kellner
New Hampshire
$146M +$9.61M +7% 5.07% 137% 86 9.3%
UAM
3325
UAS Asset Management
New York
$146M -$26.9M -16% 2.43% 98% 27 22.22%