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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
LS
3626
Lattice Strategies
Pennsylvania
$123M -$8.4M -6% 2% 19.9% 67 2.99%
CFD
3627
Creative Financial Designs
Indiana
$123M 1.61% 43.4% 789
PWS
3628
Peloton Wealth Strategists
Indiana
$122M +$2.15M +2% 2.94% 41.1% 77 9.09%
BOCM
3629
Bontempo Ohly Capital Management
Maryland
$122M +$2.91M +2% 1.15% 41.5% 31 6.45%
PMLI
3630
Penn Mutual Life Insurance
Pennsylvania
$122M -$14.7M -11% 2.11% 1.64% 27 14.81%
KSCM
3631
Kamunting Street Capital Management
Florida
$122M +$72.7M +147% 7.18% 1.88% 20 40%
PFS
3632
Physicians Financial Services
North Carolina
$122M +$1.9M +2% 2.22% 100% 319 8.15%
AGAM
3633
Avalon Global Asset Management
California
$122M -$45.5M -27% 3.06% 177% 48 50%
SCM
3634
Stellar Capital Management
Arizona
$122M 2.55% 23.4% 72
FC
3635
Founder Collective
Massachusetts
$121M 5.14% 1
NCM
3636
Newfoundland Capital Management
Brazil
$121M 3.77% 49.5% 26
SJIM
3637
St. Johns Investment Management
Florida
$121M +$1.7M +1% 4.12% 67.1% 195 17.44%
CC
3638
Casdin Capital
New York
$121M -$2.42M -2% 9.57% 219% 31 35.48%
GA
3639
Gagnon Advisors
New York
$121M -$5.63M -4% 7.29% 78.2% 28 3.57%
C
3640
CFO4Life
Texas
$121M +$5.64M +5% 4.54% 97 19.59%
LC
3641
Lightyear Capital
New York
$121M -$9.04M -7% 33.2% 2 0%
ROC
3642
River Oaks Capital
Minnesota
$121M 32% 58
SIAS
3643
Shine Investment Advisory Services
Colorado
$121M +$7.69M +7% 1.97% 29% 36 13.89%
SIC
3644
Shoker Investment Counsel
Ohio
$121M +$3.08M +3% 3.83% 58.5% 110 9.09%
BGDI
3645
BW Gestao de Investimentos
Brazil
$121M -$19.8M -14% 8.39% 69.8% 61 26.23%
RC
3646
Raine Capital
New York
$121M -$7.6M -6% 2.22% 56.6% 14 21.43%
BCA
3647
Benchmark Capital Advisors
New York
$121M -$11.9M -9% 0.74% 29.5% 143 14.69%
HCM
3648
Hutner Capital Management
Vermont
$121M +$2.75M +2% 2.36% 53.7% 43 2.33%
RHCA
3649
Rosenthal Henry Capital Advisors
Indiana
$121M 31.2% 61.7% 40
SC
3650
Searle & Co
Connecticut
$121M +$5.47M +5% 3.74% 66.5% 119 10.92%