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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
NFG
3551
NewFocus Financial Group
Washington
$169M -$15.7M -8% 13.7% 55.4% 90 24.44%
TSWM
3552
Triangle Securities Wealth Management
North Carolina
$169M -$18.9M -10% 12.5% 80% 150 17.33%
BW
3553
Biegel & Waller
Maryland
$169M -$4.04M -2% 13.1% 28.2% 83 21.69%
MIM
3554
Mittleman Investment Management
New York
$169M -$48M -22% 10.9% 11.6% 7 0%
ERM
3555
Elm Ridge Management
New York
$169M -$80.9M -32% 34.1% 93.6% 34 26.47%
BLAM
3556
Bourne Lent Asset Management
New York
$169M -$40.9M -19% 17.1% 76.1% 58 10.34%
CMP
3557
Courage Miller Partners
Virginia
$169M -$5.03M -3% 8.83% 40.3% 69 4.35%
PCA
3558
Peddock Capital Advisors
Massachusetts
$169M -$39M -19% 15.4% 104% 275 9.82%
PCA
3559
Prospect Capital Advisors
California
$168M -$36.7M -18% 10.9% 202% 32 31.25%
MS
3560
Maven Securities
Jersey
$168M -$104M -38% 5.73% 135% 213 91.55%
BSWM
3561
Boston Standard Wealth Management
Massachusetts
$168M -$15.8M -9% 9.49% 42.9% 32 15.63%
WCG
3562
Wall Capital Group
Arizona
$168M -$27.1M -14% 13.5% 27 11.11%
CIA
3563
CSat Investment Advisory
Michigan
$168M -$7.67M -4% 16.1% 87.4% 562 4.8%
CCP
3564
Clifford Capital Partners
Utah
$168M +$62.4M +59% 14.9% 77.3% 37 24.32%
OBGC
3565
O'Brien Greene & Co
Pennsylvania
$168M 12.2% 81.4% 107
TI
3566
Think Investments
California
$168M -$108M -39% 23.8% 285% 12 25%
CIC
3567
Chase Investment Counsel
Virginia
$168M -$26.3M -14% 9.78% 350% 116 45.69%
PC
3568
Permit Capital
Pennsylvania
$168M -$19.3M -10% 7.42% 121% 27 0%
AWMG
3569
Alliance Wealth Management Group
New Jersey
$168M -$15.8M -9% 7.74% 58 17.24%
BFC
3570
Blue Fin Capital
Rhode Island
$167M -$34.5M -17% 12.3% 125% 132 13.64%
QT
3571
Quantamental Technologies
New York
$167M 16.3% 24.2% 1,335
AC
3572
Aperimus Capital
California
$167M -$31.1M -16% 17.3% 44% 4 25%
SBLIC
3573
Security Benefit Life Insurance Company
Kansas
$167M 10.3% 60.6% 9
FPC
3574
Falcon Point Capital
California
$167M -$298M -64% 19.4% 119% 120 23.33%
FC
3575
Financial Consulate
Maryland
$167M -$9.18M -5% 12.7% 53.3% 120 17.5%