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)
JSA
3576
Jacobson & Schmitt Advisors
Wisconsin
$101M -$7.32M -7% 3.98% 70.3% 36 2.78% 0.7
LJAC
3577
L.J. Altfest & Co
New York
$101M -$7.81M -7% 6.38% 90.3% 126 23.81% 0.8
ACP
3578
Aquiline Capital Partners
New York
$101M +$3.15M +3% 3.78% 14.7% 2 0% 2.3
DCM
3579
DAFNA Capital Management
California
$101M -$17.5M -15% 11.5% 313% 99 34.34% 0.8
LEP
3580
Lee Equity Partners
New York
$101M -$43.9M -30% 30.3% – 2 0% 0.8
IMS
3581
Index Management Solutions
Pennsylvania
$101M -$6.07M -6% 19.8% – 846 25.65% 1.4
BCM
3582
Bodri Capital Management
California
$101M -$80M -44% 14.6% – 47 76.6% 0.5
BSWM
3583
Boston Standard Wealth Management
Massachusetts
$100M -$6.54M -6% 6.31% 47.1% 26 11.54% 0.7
YCM
3584
Yorkville Capital Management
New York
$100M -$43.6M -30% 27.4% – 51 15.69% 1.6
SPC
3585
Standard Pacific Capital
California
$100M -$2.49M -2% 8.01% – 30 40% 0.7
EM
3586
Excalibur Management
Massachusetts
$100M -$6.89M -6% 7.8% 81.7% 73 21.92% 1.8
CWM
3587
Catamount Wealth Management
Connecticut
$100M -$29.2M -23% 1.04% 70.7% 224 43.75% 0.6
VAM
3588
Verity Asset Management
North Carolina
$100M -$10.4M -9% 7.98% 79.7% 130 57.69% 0.5
AWM
3589
Affinity Wealth Management
Delaware
$99.8M -$54.4M -35% 5.2% 116% 55 36.36% 1.3
WIA
3590
Westbourne Investment Advisors
Maryland
$99.6M -$10.3M -9% 10.1% 89.4% 110 8.18% 0.2
TWA
3591
Tillar-Wenstrup Advisors
Ohio
$99.5M -$10.9M -10% 7.26% 27.4% 44 25% 1
CCM
3592
Canal Capital Management
Virginia
$99.5M -$7.48M -7% 6.7% 67.8% 74 18.92% 0.6
PIA
3593
Phoenix Investment Adviser
New York
$99.4M -$3.35M -3% 13.4% 25% 47 42.55% 0.8
APSP
3594
Asset Planning Services (Pennsylvania)
Pennsylvania
$99.1M -$4.6M -4% 7.6% 62.1% 268 15.67% 0.2
CCPM
3595
Cooper Creek Partners Management
New York
$99.1M +$6.64M +7% 11.2% 86.4% 42 54.76% 0.7
BOCM
3596
Bontempo Ohly Capital Management
Maryland
$99.1M -$4.14M -4% 6.13% 49.6% 28 3.57% 0.7
LMAM
3597
Legg Mason Asset Management
Japan
$99M -$11.3M -10% 5.77% – 135 20% 1.2
JAM
3598
Jolley Asset Management
North Carolina
$98.7M -$11.3M -10% 9.37% 3.47% 123 11.38% 2
AGI
3599
Athena Global Investors
Virginia
$98.5M -$12.4M -11% 10.6% 13.4% 35 8.57% 1.3
MML Investors Services
3600
MML Investors Services
Massachusetts
$98.5M +$1.02M +1% 8.23% 74.5% 46 6.52% 0.2