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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
LK
3351
Lumbard & Kellner
New Hampshire
$126M -$14.1M -10% 8.38% 137% 87 19.54%
SAM
3352
Solaris Asset Management
New York
$126M -$35.8M -22% 8.37% 74% 237 32.07%
SRC
3353
Stone Run Capital
New York
$126M -$26.9M -18% 8.64% 77.8% 76 14.47%
LSC
3354
Lesa Sroufe & Co
Washington
$126M -$20M -14% 9.9% 45 20%
BCCM
3355
Blue Clay Capital Management
Minnesota
$126M -$51.1M -29% 14.3% 96 19.79%
CWP
3356
Capital Wealth Planning
Florida
$125M -$42M -25% 5.41% 73.9% 136 35.29%
MCC
3357
Malaga Cove Capital
California
$125M -$13.4M -10% 8.44% 88.1% 129 35.66%
LJHT
3358
Laurie J. Hall Trustee
$125M -$12.1M -9% 7.4% 96% 90 6.67%
SFPIA
3359
Stevens First Principles Investment Advisors
California
$125M -$29.4M -19% 9.75% 44% 258 41.86%
TC
3360
Talkot Capital
California
$125M +$3.55M +3% 6.39% 13.2% 21 28.57%
PVWM
3361
Point View Wealth Management
New Jersey
$125M -$3.69M -3% 9.02% 27% 212 10.38%
GACM
3362
Global Alpha Capital Management
Quebec, Canada
$125M +$1.33M +1% 14.3% 80.4% 35 17.14%
FCM
3363
Firsthand Capital Management
California
$125M -$33.4M -21% 11.3% 265% 56 10.71%
CD
3364
Carl Domino
Florida
$125M -$21.9M -15% 10.1% 38.3% 157 12.74%
LC
3365
Lightyear Capital
New York
$125M -$2.93M -2% 0.37% 3 0%
CI
3366
CAZ Investments
Texas
$125M -$67.2M -35% 7.82% 255% 122 73.77%
WGCA
3367
Wolf Group Capital Advisors
Virginia
$125M -$25.7M -17% 12.2% 28.2% 105 14.29%
BAM
3368
Broadmark Asset Management
California
$124M -$231M -65% 6.91% 39.6% 2 50%
HIM
3369
Harbour Investment Management
Washington
$124M -$8.77M -7% 5.68% 58.8% 80 10%
NFG
3370
Noven Financial Group
Colorado
$124M -$13.3M -10% 4.6% 45.1% 45 35.56%
PCTC
3371
Perkins Coie Trust Company
Washington
$124M -$8.39M -6% 6.37% 70.8% 263 6.46%
WCBA
3372
Weaver C. Barksdale & Associates
Tennessee
$124M -$12M -9% 2.27% 52.2% 573 8.2%
AAM
3373
American Asset Management
Florida
$124M +$122M +7,185% 2.36% 42.5% 121 95.87%
MLIM
3374
Mountain Lake Investment Management
Florida
$124M +$9.65M +8% 15.1% 64% 31 41.94%
ATC
3375
Adirondack Trust Company
New York
$124M -$10.1M -8% 6.39% 84.9% 367 5.45%