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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 Avg Holding
Period (Yrs)
LK
3351
Lumbard & Kellner
New Hampshire
$126M -$14.1M -10% 8.38% 137% 87 19.54% 1.3
SAM
3352
Solaris Asset Management
New York
$126M -$35.8M -22% 8.37% 74% 237 32.07% 1.5
SRC
3353
Stone Run Capital
New York
$126M -$26.9M -18% 8.64% 77.8% 76 14.47% 2.1
LSC
3354
Lesa Sroufe & Co
Washington
$126M -$20M -14% 9.9% – 45 20% 1.7
BCCM
3355
Blue Clay Capital Management
Minnesota
$126M -$51.1M -29% 14.3% – 96 19.79% 0.5
Capital Wealth Planning
3356
Capital Wealth Planning
Florida
$125M -$42M -25% 5.41% 73.9% 136 35.29% 1.1
MCC
3357
Malaga Cove Capital
California
$125M -$13.4M -10% 8.44% 88.1% 129 35.66% 0.5
LJHT
3358
Laurie J. Hall Trustee
$125M -$12.1M -9% 7.4% 105% 90 6.67% 2
SFPIA
3359
Stevens First Principles Investment Advisors
California
$125M -$29.4M -19% 9.75% 44% 258 41.86% 1.4
TC
3360
Talkot Capital
California
$125M +$3.55M +3% 6.39% 13.2% 21 28.57% 0.8
PVWM
3361
Point View Wealth Management
New Jersey
$125M -$3.69M -3% 9.02% 27% 212 10.38% 1.4
GACM
3362
Global Alpha Capital Management
Quebec, Canada
$125M +$1.33M +1% 14.3% 80.4% 35 17.14% 1.3
FCM
3363
Firsthand Capital Management
California
$125M -$33.4M -21% 11.3% 265% 56 10.71% 1.8
CD
3364
Carl Domino
Florida
$125M -$21.9M -15% 10.1% 38.3% 157 12.74% 1.7
LC
3365
Lightyear Capital
New York
$125M -$2.93M -2% 0.37% – 3 0% 0.8
CI
3366
CAZ Investments
Texas
$125M -$67.2M -35% 7.82% 263% 122 73.77% 0.4
WGCA
3367
Wolf Group Capital Advisors
Virginia
$125M -$25.7M -17% 12.2% 28.2% 105 14.29% 1.2
BAM
3368
Broadmark Asset Management
California
$124M -$231M -65% 6.91% 39.6% 2 50% 2.3
HIM
3369
Harbour Investment Management
Washington
$124M -$8.77M -7% 5.68% 58.8% 80 10% 2
NFG
3370
Noven Financial Group
Colorado
$124M -$13.3M -10% 4.6% 45.1% 45 35.56% 0.9
PCTC
3371
Perkins Coie Trust Company
Washington
$124M -$8.39M -6% 6.37% 83.2% 263 6.46% 1.4
WCBA
3372
Weaver C. Barksdale & Associates
Tennessee
$124M -$12M -9% 2.27% 52.2% 573 8.2% 1.7
AAM
3373
American Asset Management
Florida
$124M +$122M +7,185% 2.36% 42.5% 121 95.87% 0
MLIM
3374
Mountain Lake Investment Management
Florida
$124M +$9.65M +8% 15.1% 64% 31 41.94% 0.8
ATC
3375
Adirondack Trust Company
New York
$124M -$10.1M -8% 6.39% 96.8% 367 5.45% 1.8