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)
LCM
3526
Lucha Capital Management
California
$143M – – 1.08% 84.3% 21 – 0
WA
3527
WP Advisors
California
$143M – – 1.41% 95.5% 61 – 0
IVMX
3528
Institutional Venture Management XIII
California
$143M -$2.98M -2% 0.42% – 6 0% 2.3
IF
3529
Ironwood Financial
Arizona
$143M +$3M +2% 1.6% 48.8% 298 7.72% 1.8
SP
3530
Symmetry Partners
Connecticut
$143M – – 0.01% 58.5% 31 – 0
VWM
3531
Vector Wealth Management
Minnesota
$142M -$3.52M -2% 0.08% 2.13% 84 9.52% 2.5
WRM
3532
Weybosset Research & Management
Rhode Island
$142M +$4.43M +3% 7.56% 73.4% 59 6.78% 2.5
TCM
3533
Trafelet Capital Management
New York
$142M +$10.2M +8% 9.29% 101% 22 50% 1.4
MCM
3534
Mork Capital Management
California
$142M +$37.5M +36% 9.02% 61.9% 150 32% 1
LFG
3535
LifePlan Financial Group
Ohio
$142M -$3.51M -2% 0.8% 20.2% 117 8.55% 2.1
OP
3536
Osmium Partners
California
$142M +$20.9M +17% 20.8% 28.4% 23 17.39% 1.6
LBS
3537
Lawrence B. Seidman
$142M -$715K -0.5% 18.5% 12.3% 26 3.85% 1.7
CSM
3538
CAMG Solamere Management
North Carolina
$142M – – 3.08% 51.7% 126 – 0
TWM
3539
Torch Wealth Management
Ohio
$142M +$4.4M +3% 2.99% 48.8% 103 14.56% 2
RHFI
3540
Reilly Herbert Faulkner III
$142M +$7.09M +5% 2.77% 80.6% 45 13.33% 2.4
GVT
3541
Genesee Valley Trust
New York
$142M -$21.5M -13% 3.59% 30.2% 286 30.42% 1.8
PCA
3542
Prospect Capital Advisors
California
$142M +$4.07M +3% 15% 202% 25 8% 0.8
WAM
3543
Wilsey Asset Management
California
$141M +$11.4M +9% 6.4% 55% 20 10% 2.4
HH
3544
H7 Holdings
Virginia
$141M – – 8.32% – 5 – 0
TA
3545
Tamarack Advisers
California
$141M -$177M -56% 8.03% 46.5% 47 61.7% 0.4
CGI
3546
Cougar Global Investments
Ontario, Canada
$141M +$128K +0.1% 1.75% 17.4% 10 10% 0.6
GWS
3547
Glassman Wealth Services
Virginia
$141M +$21.5M +18% 3.58% 62.6% 762 38.98% 1
BRA
3548
Bender Robert & Associates
California
$141M -$10.2M -7% 2.15% 116% 48 0% 3.2
ECM
3549
Engle Capital Management
Connecticut
$141M – – 8.18% 398% 23 – 0
BGC
3550
Blue Granite Capital
South Carolina
$141M – – 4.49% – 105 – 0