We are live on ! Find out more

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)
RHAM
3526
Round Hill Asset Management
California
$176M +$624K +0.4% 3.67% 43.2% 63 3.17% 0.9
VCM
3527
Virtue Capital Management
Tennessee
$176M – – 3.02% 91% 550 – 0
GFP
3528
Gryphon Financial Partners
Ohio
$176M – – 7.55% 93.7% 1,039 – 0
OWIM
3529
Old West Investment Management
California
$176M -$14.8M -8% 4.69% 242% 77 19.48% 1.8
DM
3530
Delphi Management
Massachusetts
$176M -$3.34M -2% 4.96% 111% 96 23.96% 2
LJHT
3531
Laurie J. Hall Trustee
$176M +$14.9M +9% 4.89% 105% 367 21.53% 1.9
WAS
3532
WESPAC Advisors SoCal
California
$175M +$7.3M +4% 6.71% 135% 301 18.94% 1.5
TSWM
3533
Triangle Securities Wealth Management
North Carolina
$175M +$7.03M +4% 6.36% 83.6% 140 7.14% 3
TSS
3534
Thomas Story & Son
Indiana
$175M -$10.4M -6% 10.1% 101% 55 3.64% 3.2
PBO
3535
Peoples Bank (Ohio)
Ohio
$175M -$8.31M -5% 2.73% 71.7% 103 3.88% 1.7
WLIM
3536
White Lighthouse Investment Management
Massachusetts
$174M – – 4.15% 55.3% 119 – 0
MFP
3537
Mosaic Financial Partners
California
$174M +$11.7M +7% 1.49% 6.05% 52 11.54% 3.1
LCG
3538
Lisanti Capital Growth
New York
$174M +$14.4M +9% 15% 1,490% 136 37.5% 0.5
NME
3539
Notis-McConarty Edward
$174M +$14.5M +9% 5.52% 91.2% 90 2.22% 3.4
CCM
3540
Concourse Capital Management
Georgia
$174M -$31.7M -15% 9.65% 107% 70 62.86% 0.8
EP
3541
Eversept Partners
New York
$174M – – 0.2% 321% 46 – 0
LCM
3542
Lucha Capital Management
California
$174M -$18.7M -10% 3.15% 84.3% 36 50% 0.4
BA
3543
BCM Advisors
Louisiana
$173M +$10.9M +7% 3.99% 59.3% 38 21.05% 0.8
NFG
3544
Noven Financial Group
Colorado
$173M +$6.89M +4% 7.02% 45.1% 36 22.22% 2.1
GCM
3545
Gladstone Capital Management
United Kingdom
$173M +$28.4M +20% 13.6% 304% 16 43.75% 1
PFA
3546
Pathway Financial Advisors
Vermont
$173M – – 5.72% 52.7% 470 – 0
SDWMA
3547
Schneider Downs Wealth Management Advisors
Pennsylvania
$173M +$17.8M +12% 14.6% 55% 46 10.87% 1.3
GA
3548
GRS Advisors
Illinois
$173M -$37M -18% 9.29% 54.3% 30 50% 1
DJC
3549
Daily Journal Corp
California
$173M +$18.5M +12% 12.1% 108% 4 0% 4
FNB
3550
Farmers National Bank
Kentucky
$173M +$7.68M +5% 4.19% – 271 47.23% 1.2