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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
3376
Lumbard & Kellner
New Hampshire
$195M +$11.2M +6% 4.91% 137% 91 10.99%
SRC
3377
Stone Run Capital
New York
$195M +$128K +0.1% 5.48% 77.8% 73 8.22%
GA
3378
Greytown Advisors
Florida
$195M +$21.3M +12% 3.64% 14.1% 73 12.33%
SFA
3379
Stewardship Financial Advisors
Georgia
$195M +$20.6M +12% 5.27% 39.1% 47 10.64%
PFG
3380
Piershale Financial Group
Illinois
$194M +$17.8M +10% 6.67% 82% 30 56.67%
PFP
3381
Patriot Financial Partners
Pennsylvania
$194M -$28.1M -13% 2.12% 16.6% 8 12.5%
RCA
3382
Rowland Carmichael Advisors
Arizona
$194M +$13.7M +8% 4.55% 39% 335 17.31%
GIC
3383
GFI Investment Counsel
Ontario, Canada
$194M +$28.4M +17% 14.7% 41.8% 29 17.24%
CIG
3384
Consolidated Investment Group
Colorado
$194M -$3.81M -2% 4.48% 140% 47 0%
APSP
3385
Asset Planning Services (Pennsylvania)
Pennsylvania
$194M +$12.6M +7% 2.98% 62.1% 322 14.91%
HLA
3386
Hamilton Lane Advisors
Pennsylvania
$194M +$48M +33% 6.44% 187% 71 50.7%
CC
3387
Clearline Capital
New York
$194M +$56.2M +41% 2.5% 57.4% 80 80%
MFS
3388
Monetta Financial Services
Illinois
$193M +$9.2M +5% 8.97% 275% 57 50.88%
LGC
3389
Laurel Grove Capital
California
$193M +$990K +0.5% 7.43% 59.2% 103 7.77%
CVM
3390
Cheviot Value Management
California
$193M +$9.09M +5% 5.27% 77.8% 60 10%
RA
3391
Rational Advisors
New York
$193M +$6.14M +3% 3.8% 37.7% 423 60.28%
SC
3392
Slow Capital
California
$193M 8.18% 124% 190
RCS
3393
Retirement Capital Strategies
California
$193M +$7.37M +4% 3.33% 59% 21 28.57%
OAM
3394
Occidental Asset Management
California
$193M +$11.6M +6% 3.57% 82.5% 153 16.34%
LFR
3395
Lehman Financial Resources
Pennsylvania
$193M -$4.14M -2% 4.46% 58.2% 82 19.51%
FVCM
3396
F&V Capital Management
Florida
$193M +$21.5M +13% 6.88% 107% 65 10.77%
CCM
3397
Catalus Capital Management
Connecticut
$192M 8.38% 1
BSAM
3398
Blue Sky Asset Management
Colorado
$192M +$18.3M +11% 3.37% 132 78.03%
BI
3399
Boulegeris Investments
Georgia
$192M +$12.3M +7% 6.17% 39.1% 53 5.66%
BAM
3400
Brave Asset Management
New Jersey
$192M +$1.47M +0.8% 6.12% 76.3% 198 29.29%