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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
FMA
3701
FNY Managed Accounts
New York
$85.1M +$51.7M +155% 16.8% 14.7% 355 81.97%
KCM
3702
KeyPoint Capital Management
Texas
$84.5M -$17.2M -17% 10.3% 32 68.75%
HRCM
3703
Hawk Ridge Capital Management
California
$84.4M +$17M +25% 10.6% 33.3% 29 27.59%
RA
3704
RFG Advisory
Alabama
$84.4M 6.32% 52.3% 26
SS
3705
Simplicity Solutions
Minnesota
$84.3M 5.37% 37.1% 89
PMLI
3706
Penn Mutual Life Insurance
Pennsylvania
$84.2M +$74.8M +795% 1.58% 1.64% 17 76.47%
IWC
3707
Integrated Wealth Counsel
California
$83.1M -$14.3M -15% 5.19% 8.52% 81 3.7%
CFC
3708
Coyle Financial Counsel
Illinois
$82.7M +$2.71M +3% 2.31% 46.8% 44 13.64%
AG
3709
Appleton Group
Wisconsin
$82.6M +$3.43M +4% 4.67% 58.3% 29 41.38%
HMC
3710
Higher Moment Capital
Massachusetts
$82.6M -$12.7M -13% 3.35% 11.8% 6 16.67%
NV
3711
Nair Vinay
$82M 4.58% 229
VNB
3712
Valley National Bancorp
New York
$81.9M -$4.3M -5% 1.62% 245 28.57%
PSW
3713
Portfolio Strategies (Washington)
Washington
$81.6M -$6.09M -7% 3.02% 48 66.67%
LRM
3714
Lime Rock Management
Connecticut
$81.5M -$81M -50% 47.1% 40.2% 3 0%
PCM
3715
Pyrrho Capital Management
New York
$81.3M 4.07% 27
RAM
3716
Ramsey Asset Management
Virginia
$81.2M +$4.13M +5% 10.5% 30.6% 44 18.18%
SST
3717
S Squared Technology
New York
$81.2M +$955K +1% 8.02% 138% 54 20.37%
MS
3718
Marshall & Sullivan
Washington
$80.5M +$9.31M +13% 9.51% 82% 58 22.41%
WA
3719
Whippoorwill Associates
New York
$80.3M -$6.53M -8% 7.8% 7 14.29%
MC
3720
McCarthy Capital
Nebraska
$79.8M -$9.37M -11% 10.5% 1 0%
GCM
3721
Gator Capital Management
Florida
$79.8M 5.44% 201% 58
RAM
3722
Roumell Asset Management
Maryland
$79.1M -$9.96M -11% 4.57% 46.9% 19 15.79%
NHFG
3723
New Harbor Financial Group
Massachusetts
$79M +$2.69M +4% 3.54% 80.6% 142 85.21%
CCM
3724
Cortex Capital Management
Texas
$78.6M -$31M -28% 1.38% 40 57.5%
KC
3725
Kidron Capital
Minnesota
$78.5M 4.44% 8