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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
CFD
3551
Creative Financial Designs
Indiana
$139M +$16.6M +14% 4.47% 43.4% 926 28.94%
TAA
3552
TB Alternative Assets
Cayman Islands
$139M -$57.4M -29% 33.2% 325% 19 84.21%
SIAP
3553
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$139M +$14.2M +11% 7.28% 86.9% 355 20.56%
SCM
3554
Sitrin Capital Management
California
$139M +$9.87M +8% 8.83% 97% 38 10.53%
LWM
3555
Lenox Wealth Management
Ohio
$139M +$7.54M +6% 5.37% 24.7% 246 2.44%
HIH
3556
HRS Investment Holdings
New York
$139M +$15.2M +12% 3.76% 21.5% 96 23.96%
IF
3557
IRON Financial
Illinois
$139M -$7.66M -5% 3.24% 51.4% 98 31.63%
KSCM
3558
Kamunting Street Capital Management
Florida
$139M +$16.6M +14% 9.58% 1.88% 25 36%
UIA
3559
UG Investment Advisers
Taiwan
$139M +$10.2M +8% 25.9% 172% 7 14.29%
KC
3560
Kingfisher Capital
North Carolina
$139M +$5.99M +5% 5.8% 58.5% 124 15.32%
RJA
3561
Robshaw & Julian Associates
New York
$139M +$3.27M +2% 5.61% 19.3% 46 8.7%
NGA
3562
New Generation Advisors
Massachusetts
$138M -$47.9M -26% 4.18% 45.1% 43 32.56%
SA
3563
Sicart Associates
New York
$138M -$6.49M -4% 5.64% 89.1% 111 31.53%
CAAS
3564
Capital Asset Advisory Services
Michigan
$138M +$20.6M +17% 3.74% 42.9% 101 21.78%
LD
3565
Lipe & Dalton
New York
$138M -$2.4M -2% 4.56% 89.6% 83 13.25%
OHA
3566
Oak Hill Advisors
New York
$138M -$6.74M -5% 2.99% 55.9% 6 0%
PA
3567
Parkside Advisors
California
$138M +$5.58M +4% 3.81% 36.7% 36 22.22%
MCA
3568
Morris Capital Advisors
Pennsylvania
$138M -$5.99M -4% 7.26% 72.9% 81 17.28%
YEPV
3569
Yorktown Energy Partners VII
New York
$138M -$6.57M -5% 4.48% 22.4% 3 0%
ACM
3570
Axel Capital Management
New York
$138M +$11.5M +9% 6.32% 194% 17 17.65%
HCIA
3571
Hochman Cole Investment Advisors
Illinois
$138M -$375K -0.3% 5.47% 42.7% 92 9.78%
HM
3572
HCSF Management
California
$138M -$2.09M -1% 2.03% 58.8% 11 0%
MPA
3573
Marvin & Palmer Associates
Delaware
$138M +$20.4M +17% 9.88% 274% 37 13.51%
AIM
3574
Act II Management
New York
$138M -$752K -0.5% 14.8% 43.6% 24 37.5%
VVM
3575
Versant Venture Management
California
$138M +$34.8M +34% 36.3% 376% 9 33.33%