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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
AIM
3526
AMI Investment Management
Indiana
$121M -$4.97M -4% 0.29% 47.9% 41 9.76%
LOT
3527
Lombard Odier Transatlantic
Quebec, Canada
$121M -$7.64M -6% 0.53% 123 11.38%
PMLI
3528
Penn Mutual Life Insurance
Pennsylvania
$121M -$42K -0% 6.96% 1.64% 22 18.18%
AP
3529
Agilis Partners
Massachusetts
$121M -$442K -0.4% 1.06% 8.47% 15 20%
HWA
3530
Heritage Wealth Advisors
Virginia
$120M -$737K -0.6% 1.24% 65% 94 13.83%
OC
3531
Oppenheimer & Close
New York
$120M +$1.56M +1% 0.75% 149% 55 12.73%
BWM
3532
Biltmore Wealth Management
Arizona
$120M +$1.67M +1% 0.75% 55.6% 46 15.22%
BOC
3533
Barbara Oil Co
Illinois
$120M -$2.02M -2% 0.75% 76.9% 80 1.25%
LCP
3534
LeVasseur Capital Partners
California
$120M +$21.4M +22% 6.51% 38.8% 8 37.5%
SC
3535
Searle & Co
Connecticut
$120M +$3.69M +3% 0.71% 93.8% 357 7%
C
3536
CFO4Life
Texas
$120M -$178K -0.1% 0.18% 90 14.44%
TCM
3537
Traynor Capital Management
Pennsylvania
$120M +$15.6M +15% 1.18% 225% 154 27.92%
SJL
3538
Shayne & Jacobs LLC
Tennessee
$120M -$9.18M -7% 3.51% 73.4% 25 16%
MCM
3539
Mengis Capital Management
Oregon
$120M +$5.05M +4% 0.67% 91.8% 121 6.61%
HM
3540
HCSF Management
California
$120M +$7.09M +6% 16.4% 58.8% 10 10%
BKA
3541
Brick & Kyle Associates
Pennsylvania
$119M +$2.5M +2% 0.53% 97.4% 474 7.17%
BPAMSD
3542
BTG Pactual Asset Management SA DTVM
Brazil
$119M 1.12% 12
AIM
3543
Aspen Investment Management
Michigan
$119M -$5.92M -5% 4.29% 84.9% 130 8.46%
SAM
3544
Smithbridge Asset Management
Pennsylvania
$119M -$2.22M -2% 1.05% 51 1.96%
PLP
3545
Pleasant Lake Partners
Puerto Rico
$119M +$9.35M +9% 4.62% 18 50%
HCA
3546
Horan Capital Advisors
Ohio
$119M -$1.04M -0.9% 0.35% 26.6% 59 18.64%
LC
3547
Lincoln Capital
Nebraska
$119M +$1.96M +2% 0.26% 63.8% 58 3.45%
AF
3548
Aldebaran Financial
$119M +$1.99M +2% 0.78% 89.7% 114 13.16%
RC
3549
Rinet Company
Massachusetts
$118M 0.39% 33.1% 20
CIP
3550
Capital Insight Partners
Arizona
$118M 1.92% 51.7% 58