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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
MIM
3701
Merion Investment Management
Florida
$90.3M -$2.05M -2% 9.04% 27.6% 16 93.75%
BGA
3702
Belmont Global Advisors
Texas
$90.2M -$8.14M -8% 5.04% 81% 123 56.91%
ST
3703
Sphinx Trading
Illinois
$90M +$18.7M +26% 5.41% 169 55.62%
CRIG
3704
Charter Research & Investment Group
Connecticut
$90M -$364K -0.4% 0.69% 71.1% 73 5.48%
GIM
3705
Guardian Investment Management
California
$89.6M -$371K -0.4% 0.09% 89.7% 57 17.54%
AGC
3706
Alden Global Capital
Florida
$89.5M -$51.1M -36% 14.4% 79.8% 26 30.77%
CFC
3707
Coyle Financial Counsel
Illinois
$89.2M -$684K -0.8% 1.2% 46.8% 43 6.98%
ACA
3708
Apis Capital Advisors
New York
$89.1M +$15.9M +22% 14.7% 1,035% 56 46.43%
TFCP
3709
Twin Focus Capital Partners
Massachusetts
$88.8M -$38.6M -30% 1.87% 72.5% 110 27.27%
OAM
3710
Orinda Asset Management
California
$88.7M -$4.87M -5% 1.61% 28.4% 171 57.31%
TMC
3711
Trellus Management Company
Florida
$88.5M +$4.51M +5% 3.3% 268% 128 52.34%
CCMW
3712
Cypress Capital Management (Wyoming)
Wyoming
$88.5M +$6.78M +8% 1.57% 138% 269 13.75%
FC
3713
Flaherty & Crumrine
California
$88.4M -$341K -0.4% 0.42% 0.12% 9 0%
MIM
3714
Macroview Investment Management
Maryland
$88.3M -$19.1M -18% 2% 56.5% 148 26.35%
RTIM
3715
Round Table Investment Management
North Carolina
$88.1M -$40.3M -31% 1.71% 62 56.45%
PFG
3716
Pacific Financial Group
Washington
$88M +$11.2M +15% 0.46% 48.4% 58 29.31%
HCM
3717
Hall Capital Management
Rhode Island
$88M -$8.52M -9% 0.65% 82 7.32%
SSIA
3718
Spero-Smith Investment Advisers
Ohio
$87.9M -$2.04M -2% 0.43% 31.3% 47 6.38%
AG
3719
Appleton Group
Wisconsin
$87.9M -$6.11M -6% 0.27% 58.3% 26 11.54%
LWM
3720
Lyons Wealth Management
Florida
$87.9M -$4.32M -5% 1.26% 40.1% 83 40.96%
WOA
3721
Water Oak Advisors
Florida
$87.8M -$20.3M -19% 1.18% 12.9% 17 17.65%
MSWM
3722
Mader & Shannon Wealth Management
Missouri
$87.6M -$61.5M -41% 4.51% 53.1% 24 62.5%
ODCM
3723
Old Dominion Capital Management
Virginia
$86.8M -$5.59M -6% 1.92% 45.9% 49 6.12%
TDC
3724
Thompson Davis & Co
Virginia
$86.7M +$3.54M +4% 4.16% 200% 1,367 22.6%
RU
3725
RobecoSam USA
New York
$86.4M -$2.51M -3% 0.52% 50.1% 58 25.86%