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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)
DJC
3526
Daily Journal Corp
California
$151M +$4.44M +3% 3.12% 108% 4 0% 3.3
MWM
3527
Marietta Wealth Management
Georgia
$151M +$25.7M +21% 4.55% 83.8% 125 16% 0.2
LWIC
3528
Leith Wheeler Investment Counsel
British Columbia, Canada
$151M -$5.84M -4% 5.92% 52.3% 43 93.02% 0.1
LBS
3529
Lawrence B. Seidman
$151M +$8.55M +6% 4.85% 12.3% 28 14.29% 1.8
SCM
3530
SkyTop Capital Management
New Jersey
$150M -$15.5M -9% 10.2% 50.2% 21 42.86% 0.4
Bogart Wealth LLC
3531
Bogart Wealth LLC
Virginia
$150M +$2.67M +2% 5.32% 60.5% 73 26.03% 0.2
KCM
3532
Kempner Capital Management
Texas
$150M +$12.6M +9% 1.89% 60.9% 68 8.82% 2.6
WCA
3533
Westover Capital Advisors
Delaware
$150M +$10.3M +7% 5.79% 133% 115 26.96% 1.4
TWM
3534
Torch Wealth Management
Ohio
$150M +$8.27M +6% 5.16% 48.8% 99 7.07% 2.1
IHT Wealth Management
3535
IHT Wealth Management
Illinois
$150M +$17.7M +13% 5.77% 74.8% 1,372 14.58% 0.2
HRC
3536
Hoertkorn Richard Charles
$150M +$5.45M +4% 4.37% 172% 89 3.37% 2.7
OLA
3537
Oliver Luxxe Assets
New Jersey
$150M +$5.08M +4% 5.99% 137% 93 17.2% 0.8
GAAM
3538
Guinness Atkinson Asset Management
California
$150M +$2.3M +2% 5.69% 132% 65 6.15% 2.8
CLA
3539
Cranberry Lake Advisors
Texas
$149M -$8.38M -5% 4.39% 31.5% 12 16.67% 3.2
PAG
3540
Private Advisory Group
Washington
$149M +$4.16M +3% 5.48% 177% 175 49.71% 0.2
CGI
3541
Cougar Global Investments
Ontario, Canada
$149M +$7.68M +5% 2.67% 17.4% 13 38.46% 0.6
BSP
3542
Benefit Street Partners
New York
$149M +$17.8M +14% 5.21% – 27 33.33% 0.2
DR
3543
Davis Rea
Ontario, Canada
$149M +$8.29M +6% 8.65% 66.9% 38 5.26% 2.8
APSP
3544
Asset Planning Services (Pennsylvania)
Pennsylvania
$149M +$22.2M +18% 5.2% 62.1% 326 22.09% 1.3
IR
3545
Invictus RG
Bermuda
$149M -$702K -0.5% 11.1% 289% 935 62.25% 0.4
CCPM
3546
Cooper Creek Partners Management
New York
$148M +$2.18M +1% 8.09% 86.4% 40 62.5% 0.4
CAM
3547
Covenant Asset Management
New Jersey
$148M -$706K -0.5% 6.8% 177% 150 28% 0.2
LC
3548
Lincoln Capital
Nebraska
$148M +$7.62M +5% 5.22% 67.1% 69 8.7% 1.8
WRM
3549
Weybosset Research & Management
Rhode Island
$148M +$5.23M +4% 5.5% 73.4% 60 6.67% 2.6
BT
3550
Brandywine Trust
Delaware
$148M +$589K +0.4% 0.27% 32.7% 23 4.35% 3.1