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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)
CFA
3376
CT Financial Advisors
Pennsylvania
$158M -$5.76M -4% 1.01% – 676 7.69% 2.1
IWA
3377
Inspirion Wealth Advisors
Illinois
$158M +$3.5M +2% 2.22% 52.5% 64 10.94% 1.6
CLA
3378
Cranberry Lake Advisors
Texas
$158M +$2.48M +2% 3.32% 31.5% 12 8.33% 3.1
CO
3379
Caldwell & Orkin
Georgia
$158M +$12M +8% 8.52% 137% 92 55.43% 0.4
VAS
3380
VR Advisory Services
Cayman Islands
$157M – – 6.38% 89.7% 24 – 0.7
SM
3381
Selkirk Management
New Jersey
$157M -$5.52M -3% 3.18% 245% 18 5.56% 3
Pathstone Family Office
3382
Pathstone Family Office
New Jersey
$157M +$60M +62% 6.08% 38.9% 244 77.05% 0.9
CWM
3383
Connecticut Wealth Management
Connecticut
$157M +$17.8M +13% 4.13% 70.2% 64 15.63% 0.2
LPAM
3384
Legion Partners Asset Management
California
$157M – – 8.83% 206% 13 – 0
FSA
3385
Financial Sense Advisors
California
$157M +$3.28M +2% 2.42% 152% 97 41.24% 1.1
LJHT
3386
Laurie J. Hall Trustee
$157M – – 3.43% 105% 298 – 1.5
WFC
3387
West Face Capital
Ontario, Canada
$157M -$18.2M -10% 2.45% 10.9% 4 0% 2.7
GCA
3388
Gideon Capital Advisors
New York
$157M -$8.88M -5% 4.59% 37.6% 500 88.2% 0.1
MC
3389
MRJ Capital
New York
$157M +$4.55M +3% 7.59% 127% 52 5.77% 2.5
NJBEST
3390
New Jersey Better Educational Savings Trust
New Jersey
$156M +$1.2M +0.8% 3.97% 42% 209 32.06% 1.3
LWIC
3391
Leith Wheeler Investment Counsel
British Columbia, Canada
$156M +$6.04M +4% 3.09% 52.3% 24 95.83% 0.1
BAM
3392
Brave Asset Management
New Jersey
$156M +$311K +0.2% 14.4% 76.3% 398 61.81% 2.6
MFP
3393
Mosaic Financial Partners
California
$156M -$7.9M -5% 0.71% 6.05% 44 4.55% 2.9
BP
3394
Bandera Partners
New York
$156M +$3.85M +3% 8.16% 55.4% 16 25% 2.3
SCM
3395
Sterneck Capital Management
Missouri
$156M +$5.29M +4% 2.47% 61.5% 130 15.38% 2
SSI
3396
Scott & Selber Inc
Texas
$155M -$3.21M -2% 4.6% 187% 81 30.86% 1.5
OC
3397
Oarsman Capital
Wisconsin
$155M -$40.8M -21% 4.4% 70.6% 191 21.47% 2.8
CI
3398
Cavalier Investments
Georgia
$155M -$9.29M -6% 6.33% 171% 163 46.01% 0.4
NCM
3399
Niemann Capital Management
Nevada
$155M +$2.72M +2% 13.8% 103% 35 85.71% 0.1
NCM
3400
Neumann Capital Management
California
$155M +$4.73M +3% 4.64% 79.4% 73 1.37% 1.9