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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)
NGA
3451
New Generation Advisors
Massachusetts
$162M +$2.18M +1% 2.41% 45.1% 38 23.68% 1.4
Lincoln Capital
3452
Lincoln Capital
Nebraska
$162M +$2.7M +2% 3.76% 67.1% 72 5.56% 2.1
RFG Advisory
3453
RFG Advisory
Alabama
$162M +$16.7M +12% 3.07% 52.3% 160 20.63% 0.9
Ironwood Financial
3454
Ironwood Financial
Arizona
$162M +$6.41M +4% 2.25% 54.1% 288 4.17% 2.4
Neumann Capital Management
3455
Neumann Capital Management
California
$162M +$6.14M +4% 5.11% 89.9% 74 4.05% 2.5
Birch Grove Capital
3456
Birch Grove Capital
New York
$161M -$4.72M -3% 0.5% 2.66% 36 41.67% 0.5
DAFNA Capital Management
3457
DAFNA Capital Management
California
$161M +$20.9M +15% 19.6% 313% 88 29.55% 1.4
Eads & Heald Wealth Management
3458
Eads & Heald Wealth Management
Georgia
$161M +$5.06M +3% 3.79% 84.4% 134 5.97% 3.4
Mariner Investment Group
3459
Mariner Investment Group
New York
$161M -$22.1M -12% 1.46% – 78 46.15% 0.7
LJHT
3460
Laurie J. Hall Trustee
$161M +$4.17M +3% 5.02% 105% 307 4.56% 2.1
First National Bank of Hutchinson
3461
First National Bank of Hutchinson
Kansas
$161M +$3.12M +2% 4.49% 121% 80 11.25% 2.2
Orbis Investment Management (US)
3462
Orbis Investment Management (US)
California
$161M +$9.2M +6% 8.03% 48.8% 24 20.83% 1.3
Holloway Wealth Management
3463
Holloway Wealth Management
Florida
$161M +$1.21M +0.8% 3.41% 50.7% 217 0% 0.7
First Command Bank
3464
First Command Bank
Texas
$160M +$8.14M +5% 2.4% 34.1% 457 22.32% 0.6
First Command Financial Services
3465
First Command Financial Services
Texas
$160M +$8.14M +5% 2.4% 34.4% 457 22.32% 0.6
AMI Investment Management
3466
AMI Investment Management
Indiana
$160M +$6.13M +4% 4.79% 47.9% 48 2.08% 2.9
TIFF Advisory Services
3467
TIFF Advisory Services
Pennsylvania
$160M +$10.4M +7% 5.62% 86.3% 10 70% 0.4
Lowe Wealth Advisors
3468
Lowe Wealth Advisors
Maryland
$160M +$3.31M +2% 3.17% 63.3% 265 14.34% 2
MKC
3469
M. Kraus & Co
Vermont
$160M +$1.65M +1% 4.39% 65.9% 51 5.88% 3
Courage Miller Partners
3470
Courage Miller Partners
Virginia
$160M +$8.04M +5% 3.2% 43.5% 69 5.8% 3.1
Fernwood Investment Management
3471
Fernwood Investment Management
Massachusetts
$160M +$21.9M +16% 19.5% 83.4% 148 13.51% 2.3
Adelphi Capital
3472
Adelphi Capital
United Kingdom
$160M -$11.2M -7% 2.76% – 2 0% 2.8
Lisanti Capital Growth
3473
Lisanti Capital Growth
New York
$160M +$9.45M +6% 15.9% 1,490% 147 49.66% 0.5
NME
3474
Notis-McConarty Edward
$160M +$5.02M +3% 5.04% 91.2% 93 6.45% 3.2
Guinness Atkinson Asset Management
3475
Guinness Atkinson Asset Management
California
$159M +$5.4M +4% 10.1% 132% 64 9.38% 3.1