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)
BCCM
3376
Blue Clay Capital Management
Minnesota
$137M – – 13.2% – 71 – 0
VSWA
3377
Vontobel Swiss Wealth Advisors
Switzerland
$137M – – 2.07% 70.1% 114 – 0
LFFS
3378
La Francaise Forum Securities
Connecticut
$137M +$11.7M +9% 12.6% 29.8% 53 15.09% 1.3
CRAM
3379
Claren Road Asset Management
New York
$137M -$1.07B -89% 12.8% – 22 81.82% 0.5
ACM
3380
Atika Capital Management
New York
$137M +$6.74M +5% 22% 811% 88 48.86% 0.4
CAW
3381
Cornerstone Advisors (Washington)
Washington
$137M +$14.7M +12% 3.3% 24.3% 801 30.46% 0.8
OP
3382
Osmium Partners
California
$137M +$7.51M +6% 5.91% 28.4% 29 31.03% 0.9
JHWCP
3383
J.H. Whitney Capital Partners
Connecticut
$137M +$32.5M +31% 31.2% 95.7% 1 0% 1.5
TWS
3384
Thomas W. Smith
$137M +$14.1M +12% 15% – 14 0% 1.4
GECH
3385
Garnet Equity Capital Holdings
New York
$137M -$226M -62% 12.4% 302% 41 48.78% 0.9
SPM
3386
Sycamore Partners Management
New York
$136M – – 8.4% 31.8% 2 – 0
SJL
3387
Shayne & Jacobs LLC
Tennessee
$136M +$8.12M +6% 6.69% 73.4% 25 16% 1.2
FCE
3388
Fiera Capital (Europe)
Cayman Islands
$136M -$2.61M -2% 2.09% 41.3% 64 29.69% 0.8
WA
3389
Winfield Associates
Ohio
$136M +$1.62M +1% 3.62% 77.8% 316 13.29% 0.8
ACS
3390
Archford Capital Strategies
Illinois
$136M +$10.2M +8% 5.53% 76.2% 821 9.99% 0.7
CP
3391
Corbenic Partners
Pennsylvania
$136M +$8.35M +7% 2.37% – 229 39.74% 0.6
PMFA
3392
Plante Moran Financial Advisors
Michigan
$136M +$21.6M +19% 4.34% 62.8% 903 19.71% 1
SCM
3393
Stonehearth Capital Management
Massachusetts
$136M – – 1.32% 87.5% 34 – 0
KFP
3394
Keystone Financial Planning
Ohio
$136M +$3.08M +2% 1.23% 46% 49 16.33% 0.9
LIM
3395
Lorem Ipsum Management
New York
$136M – – 2.31% – 24 – 0
HKIM
3396
Hayek Kallen Investment Management
Alabama
$135M +$3.96M +3% 3.25% 71.9% 61 4.92% 1.4
DJC
3397
Daily Journal Corp
California
$135M +$2.78M +2% 5.44% 108% 4 0% 1
AI
3398
ArchPoint Investors
Florida
$135M +$17M +14% 5.64% 111% 153 32.68% 0.9
ACM
3399
ADI Capital Management
New York
$135M – – 8.57% 113% 21 – 0
LI
3400
LVZ Inc
Michigan
$135M +$682K +0.5% 1.74% 47.1% 31 35.48% 0.7